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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
1WM
1526
1858 Wealth Management
Ohio
$683K -$6.47K -26 -1%
PFA
1527
Pathway Financial Advisers
Indiana
$682K +$343K +1,377 +121%
BWA
1528
Burt Wealth Advisors
Maryland
$682K – – –
MWA
1529
Meridian Wealth Advisors
Texas
$680K -$21.2K -85 -3%
PVM
1530
Palogic Value Management
Texas
$680K – – –
TF
1531
Tompkins Financial
New York
$677K -$179K -718 -22%
SCM
1532
Sage Capital Management
New Jersey
$676K +$249 +1 +0%
PCM
1533
Prelude Capital Management
New York
$674K +$17.4K +70 +3%
CFP
1534
Catalyst Financial Partners
Massachusetts
$674K +$45.1K +181 +8%
DIP
1535
DT Investment Partners
Pennsylvania
$671K +$19.4K +78 +3%
MSA
1536
Marino Stram & Associates
Massachusetts
$671K +$29.9K +120 +5%
T
1537
TOBAM
France
$670K +$182K +729 +42%
SQA
1538
Simon Quick Advisors
New Jersey
$668K +$84.9K +341 +16%
RCG
1539
Regatta Capital Group
California
$667K -$9.21K -37 -1%
MAM
1540
MWA Asset Management
Massachusetts
$666K -$6.22K -25 -1%
MAM
1541
McLean Asset Management
Virginia
$666K -$22.9K -92 -4%
TIA
1542
Tiemann Investment Advisors
California
$665K -$49.8K -200 -8%
BCG
1543
Breakwater Capital Group
New Jersey
$663K -$307K -1,233 -34%
RCM
1544
Raleigh Capital Management
North Carolina
$661K +$27.4K +110 +5%
AA
1545
Auxano Advisors
Washington
$660K +$2.49K +10 +0.4%
SCA
1546
Stonebridge Capital Advisors
Minnesota
$657K +$1.49K +6 +0.2%
SIA
1547
SkyView Investment Advisors
New Jersey
$657K +$18.2K +73 +3%
TAM
1548
Trillium Asset Management
Massachusetts
$655K – – –
WIM
1549
Wittenberg Investment Management
Massachusetts
$654K – – –
CCA
1550
Childress Capital Advisors
Texas
$653K +$5.73K +23 +1%
60 61
62
63 64