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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
TIM
1601
Tortoise Investment Management
New York
$240K +$5.02K +30 +2%
MHR
1602
Matthew Hamilton Rosenberg
$240K +$67.2K +402 +39%
GSC
1603
G&S Capital
Colorado
$238K -$27.4K -164 -10%
RIM
1604
Redwood Investment Management
Arizona
$238K +$237K +1,418 New
PCWA
1605
Pacific Capital Wealth Advisors
California
$237K – – –
EFM
1606
E Fund Management
China
$237K +$236K +1,414 New
MAG
1607
Mayfair Advisory Group
Alabama
$236K – – –
1CP
1608
17 Capital Partners
Arizona
$235K – – –
DDPIC
1609
Deroy & Devereaux Private Investment Counsel
Michigan
$235K – – –
OA
1610
Oxbow Advisors
Texas
$234K – – –
NPT
1611
Nixon Peabody Trust
Massachusetts
$234K +$233K +1,396 New
GWM
1612
Greenwich Wealth Management
Connecticut
$232K +$232K +1,388 New
CA
1613
CapWealth Advisors
Tennessee
$231K -$20.1K -120 -8%
PCA
1614
Providence Capital Advisors
North Carolina
$231K – – –
BIM
1615
Bridges Investment Management
Nebraska
$230K – – –
SDAM
1616
Shulman DeMeo Asset Management
New York
$230K +$229K +1,371 New
LPT
1617
Legacy Private Trust
Wisconsin
$229K – – –
ST
1618
Sentinel Trust
Texas
$227K -$339K -2,025 -60%
MA
1619
MBA Advisors
Pennsylvania
$227K -$5.02K -30 -2%
JWBC
1620
J.W. Burns & Co
New York
$227K – – –
SFG
1621
SevenBridge Financial Group
Pennsylvania
$227K – – –
EGA
1622
E&G Advisors
Texas
$226K +$226K +1,350 New
PWM
1623
PBMares Wealth Management
Virginia
$223K – – –
PWAG
1624
Polaris Wealth Advisory Group
California
$223K – – –
HCP
1625
Hexagon Capital Partners
Arkansas
$221K – – –
63 64
65
66 67