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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
PAS
1801
Professional Advisory Services
Florida
$342K – – –
MJP
1802
Michael J. Puzo
$342K -$20.7K -100 -6%
KPWG
1803
KFA Private Wealth Group
Virginia
$342K -$2.49K -12 -0.8%
WA1
1804
Wimmer Associates 1
California
$342K – – –
MCM
1805
MV Capital Management
Maryland
$342K +$1.24K +6 +0.4%
CIA
1806
Compass Ion Advisors
Pennsylvania
$339K -$1.45K -7 -0.5%
SFG
1807
Sovereign Financial Group
Connecticut
$339K +$22K +106 +8%
HWA
1808
HHM Wealth Advisors
Tennessee
$338K – – –
DAM
1809
Delta Asset Management
Tennessee
$338K – – –
WAM
1810
Walker Asset Management
Missouri
$338K +$622 +3 +0.2%
CWM
1811
Connecticut Wealth Management
Connecticut
$337K -$7.26K -35 -2%
PIA
1812
Perennial Investment Advisors
California
$337K -$4.15K -20 -1%
ICP
1813
Interchange Capital Partners
Pennsylvania
$336K -$13.7K -66 -4%
FFS
1814
Founders Financial Securities
Maryland
$336K -$500K -2,410 -62%
TCOTS
1815
Trust Company of the South
North Carolina
$336K +$306K +1,474 New
EWM
1816
EPG Wealth Management
Georgia
$335K – – –
OL
1817
OneFund LLC
Florida
$335K -$10.8K -52 -3%
WCA
1818
Westover Capital Advisors
Delaware
$332K – – –
AIA
1819
Angeles Investment Advisors
California
$331K +$43.8K +211 +17%
DS
1820
DRW Securities
Illinois
$330K -$246K -1,184 -45%
LS
1821
Livforsakringsbolaget Skandia
Sweden
$330K – – –
VNA
1822
Valley National Advisers
Pennsylvania
$330K +$3.52K +17 +1%
FBFS
1823
First Business Financial Services
Wisconsin
$329K -$24.7K -119 -8%
M
1824
MOTCO
Texas
$329K -$207 -1 -0.1%
CCM
1825
Crew Capital Management
Ohio
$329K +$73.6K +355 +33%
71 72
73
74 75