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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
1CP
1601
17 Capital Partners
Arizona
$235K – – –
DDPIC
1602
Deroy & Devereaux Private Investment Counsel
Michigan
$235K – – –
OA
1603
Oxbow Advisors
Texas
$234K – – –
NPT
1604
Nixon Peabody Trust
Massachusetts
$234K +$233K +1,396 New
GWM
1605
Greenwich Wealth Management
Connecticut
$232K +$232K +1,388 New
CA
1606
CapWealth Advisors
Tennessee
$231K -$20.1K -120 -8%
PCA
1607
Providence Capital Advisors
North Carolina
$231K – – –
BIM
1608
Bridges Investment Management
Nebraska
$230K – – –
SDAM
1609
Shulman DeMeo Asset Management
New York
$230K +$229K +1,371 New
LPT
1610
Legacy Private Trust
Wisconsin
$229K – – –
ST
1611
Sentinel Trust
Texas
$227K -$339K -2,025 -60%
MA
1612
MBA Advisors
Pennsylvania
$227K -$5.02K -30 -2%
JWBC
1613
J.W. Burns & Co
New York
$227K – – –
SFG
1614
SevenBridge Financial Group
Pennsylvania
$227K – – –
EGA
1615
E&G Advisors
Texas
$226K +$226K +1,350 New
PWM
1616
PBMares Wealth Management
Virginia
$223K – – –
PWAG
1617
Polaris Wealth Advisory Group
California
$223K – – –
HCP
1618
Hexagon Capital Partners
Arkansas
$221K – – –
HHGA
1619
Halbert Hargrove Global Advisors
California
$221K +$5.85K +35 +3%
QAM
1620
QCI Asset Management
New York
$221K +$221K +1,322 New
OPWM
1621
Oxinas Partners Wealth Management
Indiana
$220K – – –
FC
1622
Fulcrum Capital
Washington
$218K – – –
KOC
1623
Koss-Olinger Consulting
Florida
$218K – – –
MCM
1624
MV Capital Management
Maryland
$218K +$11.9K +71 +6%
PC
1625
Port Capital
Illinois
$217K – – –
63 64
65
66 67