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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
SEIA
1626
Signature Estate & Investment Advisors
California
$205K +$194K +1,238 New
SAA
1627
Southeast Asset Advisors
Georgia
$205K +$194K +1,238 New
BSAM
1628
Blue Square Asset Management
New York
$205K +$194K +1,240 New
LRIC
1629
Long Road Investment Counsel
Michigan
$204K +$193K +1,233 New
DIP
1630
DT Investment Partners
Pennsylvania
$204K +$193K +1,234 New
PGA
1631
Portland Global Advisors
Maine
$204K +$194K +1,237 New
GCP
1632
GSA Capital Partners
United Kingdom
$203K -$69.7K -445 -27%
MCM
1633
MV Capital Management
Maryland
$203K +$13.8K +88 +8%
ZB
1634
Zions Bancorporation
Utah
$203K +$40.9K +261 +27%
FCM
1635
Firestone Capital Management
Florida
$201K – – –
LFA
1636
Legacy Financial Advisors
Kentucky
$201K +$190K +1,215 New
WMP
1637
Wealth Management Partners
Arizona
$201K +$190K +1,216 New
CB
1638
CNB Bank
Pennsylvania
$198K -$15.3K -98 -8%
TFM
1639
TFC Financial Management
Massachusetts
$197K -$3.6K -23 -2%
PI
1640
PineBridge Investments
New York
$196K +$9.24K +59 +5%
CFO
1641
CVA Family Office
Colorado
$195K +$81.4K +520 +79%
HDIM
1642
Hanson & Doremus Investment Management
Vermont
$193K -$136K -871 -31%
CWP
1643
Concord Wealth Partners
Virginia
$193K -$14.3K -91 -7%
VNA
1644
Valley National Advisers
Pennsylvania
$190K – – –
CF
1645
Centaurus Financial
California
$190K +$21.1K +135 +13%
APWA
1646
Atlas Private Wealth Advisors
New Jersey
$179K +$10.2K +65 +6%
TC
1647
Truvestments Capital
Florida
$174K -$142K -905 -46%
KFI
1648
Key Financial Inc
Pennsylvania
$174K – – –
MHR
1649
Matthew Hamilton Rosenberg
$170K – – –
GFPC
1650
Global Financial Private Client
Florida
$169K – – –
64 65
66
67 68