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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
1826
Montgomery Investment Management
Maryland
$220K +$212K +1,175 New
SSCA
1827
South Shore Capital Advisors
Massachusetts
$220K +$212K +1,175 New
FPS
1828
Fieldpoint Private Securities
Connecticut
$218K +$17.7K +98 +9%
LB
1829
Leo Brokerage
Texas
$218K +$211K +1,166 New
CWM
1830
Connecticut Wealth Management
Connecticut
$217K +$209K +1,160 New
GWM
1831
Greenwich Wealth Management
Connecticut
$216K -$41.9K -232 -17%
FIA
1832
Foundations Investment Advisors
Arizona
$215K -$14.6K -81 -6%
NQWM
1833
Northwest Quadrant Wealth Management
Oregon
$215K +$207K +1,147 New
VCM
1834
Vivaldi Capital Management
Illinois
$214K +$14.6K +81 +6%
MWAM
1835
Manhattan West Asset Management
California
$214K +$206K +1,143 New
CPA
1836
Capital Planning Advisors
California
$213K +$206K +1,142 New
EWA
1837
Exencial Wealth Advisors
Oklahoma
$212K +$204K +1,132 New
ACP
1838
Aveo Capital Partners
Colorado
$212K +$205K +1,136 New
AIM
1839
Axiom Investment Management
New York
$211K -$787K -4,359 -79%
CL
1840
COWA LLC
Oklahoma
$211K +$204K +1,129 New
ACA
1841
Affinity Capital Advisors
California
$211K +$204K +1,131 New
DFA
1842
Delta Financial Advisors
Louisiana
$210K +$202K +1,121 New
WWMSC
1843
Wagner Wealth Management (South Carolina)
South Carolina
$209K +$54.7K +303 +37%
TC
1844
Truvestments Capital
Florida
$207K +$9.21K +51 +5%
CCM
1845
Chickasaw Capital Management
Tennessee
$207K +$200K +1,105 New
SSG
1846
Summit Securities Group
New York
$206K -$560K -3,100 -74%
VI
1847
Versor Investments
New York
$206K -$90.3K -500 -31%
FC
1848
Forte Capital
New York
$206K – – –
NFG
1849
Nations Financial Group
Iowa
$206K +$198K +1,098 New
CFIA
1850
Cantor Fitzgerald Investment Advisors
New York
$206K +$199K +1,100 New
72 73
74
75 76