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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
1626
Bulltick Wealth Management
Florida
$210K -$125K -801 -39%
VCM
1627
Vivaldi Capital Management
Illinois
$210K -$12.4K -79 -6%
EPP
1628
ETF Portfolio Partners
Kansas
$210K +$199K +1,269 New
SAM
1629
Summit Asset Management
Tennessee
$210K +$199K +1,270 New
CP
1630
Coho Partners
Pennsylvania
$209K +$198K +1,265 New
CA
1631
Continuum Advisory
Idaho
$207K +$196K +1,251 New
EP
1632
Edgestream Partners
New Jersey
$206K -$8.03M -51,293 -98%
AIP
1633
Almanack Investment Partners
Pennsylvania
$206K -$26.6K -170 -12%
BFG
1634
Berger Financial Group
Minnesota
$206K +$195K +1,245 New
GAMC
1635
Garner Asset Management Corp
Texas
$206K +$195K +1,247 New
LA
1636
Latitude Advisors
Florida
$206K +$195K +1,247 New
SEIA
1637
Signature Estate & Investment Advisors
California
$205K +$194K +1,238 New
SAA
1638
Southeast Asset Advisors
Georgia
$205K +$194K +1,238 New
BSAM
1639
Blue Square Asset Management
New York
$205K +$194K +1,240 New
LRIC
1640
Long Road Investment Counsel
Michigan
$204K +$193K +1,233 New
DIP
1641
DT Investment Partners
Pennsylvania
$204K +$193K +1,234 New
PGA
1642
Portland Global Advisors
Maine
$204K +$194K +1,237 New
GCP
1643
GSA Capital Partners
United Kingdom
$203K -$69.7K -445 -27%
MCM
1644
MV Capital Management
Maryland
$203K +$13.8K +88 +8%
ZB
1645
Zions Bancorporation
Utah
$203K +$40.9K +261 +27%
FCM
1646
Firestone Capital Management
Florida
$201K – – –
LFA
1647
Legacy Financial Advisors
Kentucky
$201K +$190K +1,215 New
WMP
1648
Wealth Management Partners
Arizona
$201K +$190K +1,216 New
CB
1649
CNB Bank
Pennsylvania
$198K -$15.3K -98 -8%
TFM
1650
TFC Financial Management
Massachusetts
$197K -$3.6K -23 -2%
64 65
66
67 68