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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
HHGA
1626
Halbert Hargrove Global Advisors
California
$221K +$5.85K +35 +3%
QAM
1627
QCI Asset Management
New York
$221K +$221K +1,322 New
OPWM
1628
Oxinas Partners Wealth Management
Indiana
$220K – – –
FC
1629
Fulcrum Capital
Washington
$218K – – –
KOC
1630
Koss-Olinger Consulting
Florida
$218K – – –
MCM
1631
MV Capital Management
Maryland
$218K +$11.9K +71 +6%
PC
1632
Port Capital
Illinois
$217K – – –
WCM
1633
Wedge Capital Management
North Carolina
$217K +$217K +1,295 New
SPFA
1634
Summit Place Financial Advisors
New Jersey
$217K +$217K +1,298 New
ZB
1635
Zions Bancorporation
Utah
$216K +$10.4K +62 +5%
CBFP
1636
Cedar Brook Financial Partners
Ohio
$216K +$215K +1,287 New
GKWIM
1637
Gerber Kawasaki Wealth & Investment Management
California
$216K +$216K +1,292 New
TCA
1638
Transcend Capital Advisors
New Jersey
$215K -$81.6K -488 -29%
PFA
1639
Paradigm Financial Advisors
Missouri
$215K – – –
M
1640
MOTCO
Texas
$213K -$181K -1,080 -46%
EPP
1641
ETF Portfolio Partners
Kansas
$213K – – –
SAM
1642
Summit Asset Management
Tennessee
$213K – – –
AIP
1643
Almanack Investment Partners
Pennsylvania
$213K +$4.18K +25 +2%
CP
1644
Coho Partners
Pennsylvania
$212K – – –
VCM
1645
Vivaldi Capital Management
Illinois
$212K – – –
SEIA
1646
Signature Estate & Investment Advisors
California
$211K +$3.34K +20 +2%
BOTW
1647
Bank of the West
California
$211K +$210K +1,258 New
CCP
1648
Cardan Capital Partners
Colorado
$210K -$14.7K -88 -7%
BFG
1649
Berger Financial Group
Minnesota
$209K – – –
GAMC
1650
Garner Asset Management Corp
Texas
$209K – – –
64 65
66
67 68