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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
1576
Florida Financial Advisors
Florida
$672K +$374K +1,266 +103%
SCM
1577
Sage Capital Management
New Jersey
$671K – – –
KP
1578
Keel Point
Alabama
$669K +$94.3K +319 +15%
MWA
1579
Moser Wealth Advisors
Washington
$668K +$46.4K +157 +7%
DIP
1580
DT Investment Partners
Pennsylvania
$666K – – –
CAM
1581
Cidel Asset Management
Ontario, Canada
$665K -$43.5K -147 -6%
SS
1582
Sunbelt Securities
Texas
$664K -$9.46K -32 -1%
OF
1583
Outfitter Financial
Maine
$662K -$34K -115 -4%
BCB
1584
Brian C. Broderick
$661K +$726K +2,457 New
DE
1585
Diversified Enterprises
Delaware
$660K +$153K +516 +27%
AA
1586
Auxano Advisors
Washington
$660K -$8.87K -30 -1%
NFSG
1587
Newbridge Financial Services Group
Florida
$659K -$105K -355 -13%
AAP
1588
Arax Advisory Partners
Colorado
$659K -$119K -404 -14%
OWA
1589
Opal Wealth Advisors
New York
$657K +$88.7K +300 +14%
WA
1590
Waddell & Associates
Tennessee
$655K – – –
WIA
1591
Westbourne Investment Advisors
Maryland
$655K +$10.3K +35 +1%
HIP
1592
HUB Investment Partners
Texas
$650K -$24.5K -83 -3%
RRA
1593
Round Rock Advisors
Connecticut
$649K +$215K +729 +43%
LIA
1594
LS Investment Advisors
Michigan
$647K – – –
CRC
1595
Curi RMB Capital
Illinois
$647K +$215K +727 +43%
DIM
1596
Delta Investment Management
California
$647K +$85.4K +289 +14%
ACM
1597
AUA Capital Management
Pennsylvania
$646K – – –
CIM
1598
Confluence Investment Management
Missouri
$646K – – –
PAM
1599
Paradigm Asset Management
New York
$646K – – –
MEG
1600
Millstone Evans Group
Colorado
$642K -$22.2K -75 -3%
62 63
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65 66