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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
1751
Baystate Wealth Management
Massachusetts
$87K +$2.51K +15 +3%
MUMSS
1752
Mitsubishi UFJ Morgan Stanley Securities
Japan
$87K +$86.9K +520 New
PA
1753
PSI Advisors
Florida
$87K +$87.3K +522 New
HWMA
1754
Heritage Wealth Management (Arizona)
Arizona
$86K -$1.63M -9,731 -95%
CHA
1755
Carmichael Hill & Associates
Maryland
$85K +$6.69K +40 +9%
FMII
1756
Farmers & Merchants Investments Inc
Nebraska
$84K -$10.5K -63 -11%
FF
1757
FourThought Financial
Florida
$84K – – –
PAI
1758
Pittenger & Anderson Inc
Nebraska
$84K – – –
PP
1759
PrairieView Partners
Minnesota
$84K – – –
SA
1760
SRH Advisors
Kansas
$84K – – –
TF
1761
TimeScale Financial
Massachusetts
$82K +$167 +1 +0.2%
JAM
1762
JCIC Asset Management
Ontario, Canada
$81K – – –
GGI
1763
Godsey & Gibb Inc
Virginia
$80K – – –
HFM
1764
Harvest Fund Management
China
$79K -$39.3K -235 -33%
PCFFS
1765
Pacific Center for Financial Services
California
$78K – – –
LF
1766
Lee Financial
Texas
$78K +$27.8K +166 +55%
BHWM
1767
Bay Harbor Wealth Management
Maryland
$77K +$29.6K +177 +62%
SCM
1768
Sirios Capital Management
Massachusetts
$76K -$42K -251 -36%
MSFP
1769
Mark Sheptoff Financial Planning
Connecticut
$75K +$33.4K +200 +80%
APP
1770
Alpha Paradigm Partners
Illinois
$75K +$75.2K +450 New
RVM
1771
Robinson Value Management
Texas
$74K -$1.97M -11,785 -96%
WPA
1772
West Paces Advisors
Georgia
$73.2K – – –
BCFD
1773
Boit C.F. David
$70K – – –
WIM
1774
Westside Investment Management
California
$67.1K – – –
FMB
1775
Field & Main Bank
Kentucky
$67K – – –
69 70
71
72 73