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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
1651
Caerus Investment Advisors
Texas
$463K – – –
CHAM
1652
Clear Harbor Asset Management
Connecticut
$463K – – –
CP
1653
Cumberland Partners
Ontario, Canada
$463K – – –
HA
1654
Harbor Advisors
Florida
$463K – – –
MCM
1655
Magnolia Capital Management
New York
$463K – – –
RA
1656
Ruggaard & Associates
Ohio
$462K -$3.94K -17 -0.8%
AI
1657
AdvisorShares Investments
Maryland
$461K -$138K -597 -23%
CS
1658
Capital Square
Tennessee
$461K +$2.78K +12 +0.6%
AAP
1659
Arax Advisory Partners
Colorado
$460K +$43.8K +189 +11%
TFA
1660
Toth Financial Advisory
Virginia
$458K -$26.6K -115 -5%
AIM
1661
Allen Investment Management
New York
$458K – – –
CSWM
1662
Cassady Schiller Wealth Management
Ohio
$458K – – –
KF
1663
KKM Financial
Illinois
$455K – – –
QWP
1664
Quotient Wealth Partners
Texas
$455K +$54.9K +237 +14%
SPWG
1665
Sage Private Wealth Group
Illinois
$454K -$76.7K -331 -14%
ACM
1666
Arcataur Capital Management
Wisconsin
$453K -$4.63K -20 -1%
LI
1667
LMCG Investments
Massachusetts
$452K -$28K -121 -6%
TA
1668
TrueWealth Advisors
Alabama
$452K +$101K +437 +29%
MFC
1669
Mechanics Financial Corp
Ohio
$452K – – –
CRC
1670
Curi RMB Capital
Illinois
$450K -$490K -2,116 -52%
SS
1671
Sunbelt Securities
Texas
$450K -$232 -1 -0.1%
IFO
1672
Independent Family Office
New York
$447K – – –
GAM
1673
Garrison Asset Management
Arkansas
$447K -$16.2K -70 -3%
CFD
1674
Creative Financial Designs
Indiana
$447K +$358K +1,547 +404%
MSWM
1675
McGlone Suttner Wealth Management
Wisconsin
$447K -$171K -739 -24%
65 66
67
68 69