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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
1501
Legacy Financial Advisors
Kentucky
$615K +$43.5K +188 +8%
FCA
1502
FinTrust Capital Advisors
South Carolina
$614K +$28.9K +125 +5%
TIA
1503
Tiemann Investment Advisors
California
$614K – – –
JF
1504
Jump Financial
Illinois
$613K -$4.82M -20,815 -89%
FMLI
1505
Fukoku Mutual Life Insurance
Japan
$611K +$31.7K +137 +5%
CAS
1506
CTC Alternative Strategies
Illinois
$609K +$609K +2,629 New
OF
1507
Outfitter Financial
Maine
$608K – – –
PAI
1508
Pittenger & Anderson Inc
Nebraska
$604K +$118K +508 +24%
BWP
1509
Balboa Wealth Partners
Arizona
$603K +$603K +2,604 New
PTB
1510
Pioneer Trust Bank
Oregon
$602K – – –
MWA
1511
Meridian Wealth Advisors
Texas
$600K +$10.2K +44 +2%
TWM
1512
Trueblood Wealth Management
Ohio
$599K +$120K +517 +25%
MAM
1513
McLean Asset Management
Virginia
$598K +$7.64K +33 +1%
FCCM
1514
First City Capital Management
Georgia
$598K +$77.6K +335 +15%
MBTD
1515
Mechanics Bank - Trust Department
California
$597K – – –
CW
1516
Channel Wealth
California
$596K +$281K +1,215 +90%
TW
1517
TritonPoint Wealth
Maryland
$595K -$4.4K -19 -0.7%
SCA
1518
Sippican Capital Advisors
Massachusetts
$593K – – –
PFGIA
1519
Patriot Financial Group Insurance Agency
Massachusetts
$591K -$22.5K -97 -4%
DSC
1520
Duncker Streett & Co
Missouri
$590K – – –
GCP
1521
GSA Capital Partners
United Kingdom
$590K +$590K +2,547 New
1WM
1522
1858 Wealth Management
Ohio
$590K -$76.7K -331 -12%
GTAM
1523
Global Trust Asset Management
Florida
$588K -$13.9K -60 -2%
HIM
1524
Harbour Investment Management
Washington
$588K – – –
SEIA
1525
Signature Estate & Investment Advisors
California
$588K +$588K +2,538 New
59 60
61
62 63