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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
FFS
1526
Founders Financial Securities
Maryland
$586K +$245K +1,056 +72%
HAIM
1527
Hunter Associates Investment Management
Pennsylvania
$585K – – –
BWA
1528
Burt Wealth Advisors
Maryland
$582K – – –
TIA
1529
Traphagen Investment Advisors
New Jersey
$582K – – –
TSS
1530
Two Sigma Securities
New York
$581K -$10.8M -46,586 -95%
PVM
1531
Palogic Value Management
Texas
$580K – – –
EFSCE
1532
Enterprise Financial Services Corp (EFSC)
Missouri
$580K -$1.62K -7 -0.3%
PWM
1533
Partnership Wealth Management
Maryland
$579K -$57.9K -250 -9%
FFA
1534
Founders Financial Alliance
North Carolina
$579K -$21.5K -93 -4%
HC
1535
Hendley & Co
Ohio
$579K +$579K +2,500 New
ACM
1536
Accent Capital Management
Ohio
$579K – – –
RCG
1537
Regatta Capital Group
California
$578K – – –
BA
1538
Ballast Advisors
Minnesota
$578K +$26.6K +115 +5%
SCM
1539
Sage Capital Management
New Jersey
$577K – – –
MAM
1540
Meeder Asset Management
Ohio
$575K +$215K +930 +60%
MAM
1541
MWA Asset Management
Massachusetts
$574K -$19.5K -84 -3%
AIM
1542
Achmea Investment Management
Netherlands
$574K – – –
CAM
1543
Covenant Asset Management
New Jersey
$570K – – –
BHWM
1544
Bar Harbor Wealth Management
New Hampshire
$565K -$61.8K -267 -10%
IPW
1545
Impact Partnership Wealth
Georgia
$562K +$560K +2,420 +34,571%
AA
1546
Auxano Advisors
Washington
$561K +$5.33K +23 +1%
AIM
1547
Acropolis Investment Management
Missouri
$561K -$22K -95 -4%
LA
1548
LM Advisors
California
$560K -$570K -2,460 -50%
SCA
1549
Stonebridge Capital Advisors
Minnesota
$560K -$3.47K -15 -0.6%
PCM
1550
Prelude Capital Management
New York
$559K -$33.1K -143 -6%
60 61
62
63 64