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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
QAM
1651
QCI Asset Management
New York
$8K – – –
BC
1652
Barnett & Company
Tennessee
$8K +$6.93K +58 +1,450%
PP
1653
Pacifica Partners
Canada
$7K +$6.57K +55 New
WCM
1654
Wealthcare Capital Management
Virginia
$7K +$6.57K +55 New
HWM
1655
Howard Wealth Management
Connecticut
$7K +$6.81K +57 New
CI
1656
Cordant Inc
Oregon
$7K +$6.93K +58 New
CA
1657
Claar Advisors
New York
$6.22K +$5.98M +50,000 New
HCM
1658
Horrell Capital Management
Arkansas
$6K – – –
FCH
1659
Freestone Capital Holdings
Washington
$5.58K +$556K +4,648 +12%
BAMG
1660
Brand Asset Management Group
Missouri
$5K – – –
CWM
1661
Cranbrook Wealth Management
Michigan
$5K – – –
GTAM
1662
Global Trust Asset Management
Florida
$5K – – –
IWP
1663
IAG Wealth Partners
Wisconsin
$5K +$4.18K +35 New
WWM
1664
Willingdon Wealth Management
North Carolina
$4K – – –
DI
1665
Disciplined Investments
Oklahoma
$4K +$3.94K +33 New
PG
1666
Proffitt & Goodson
Tennessee
$3K – – –
FWM
1667
Focused Wealth Management
New York
$2K -$159K -1,331 -99%
LWA
1668
Lowe Wealth Advisors
Maryland
$2K – – –
SWM
1669
Sugarloaf Wealth Management
Georgia
$2K +$2.03K +17 New
SHWM
1670
Silicon Hills Wealth Management
Texas
$1.04K +$359 +3 New
FPS
1671
Fieldpoint Private Securities
Connecticut
$1K – – –
PWP
1672
Personal Wealth Partners
Minnesota
$1K – – –
CWAF
1673
Core Wealth Advisors (Florida)
Florida
$1K +$837 +7 New
PGAM
1674
Princeton Global Asset Management
New Jersey
$606 +$44.2K +370 +8%
EC
1675
Eminence Capital
New York
– -$125M -1,060,939 Closed
65 66
67
68 69