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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
SOS
1876
Silver Oak Securities
Tennessee
$314K +$48.4K +209 +18%
AA
1877
Ancora Advisors
Ohio
$314K – – –
HFRG
1878
Houlihan Financial Resource Group
Virginia
$314K – – –
CTA
1879
Colonial Trust Advisors
South Carolina
$314K -$4.17K -18 -1%
EHAM
1880
Eagle Harbor Asset Management
Washington
$314K – – –
SAI
1881
Savvy Advisors Inc
New York
$313K +$77.6K +335 +33%
JWBC
1882
J.W. Burns & Co
New York
$313K -$695 -3 -0.2%
BCM
1883
BTC Capital Management
Iowa
$312K -$6.49K -28 -2%
PMFA
1884
Plante Moran Financial Advisors
Michigan
$310K -$9.73K -42 -3%
AMG
1885
Advisors Management Group
Wisconsin
$310K -$4.86K -21 -2%
TWP
1886
Tyche Wealth Partners
Texas
$308K +$232 +1 +0.1%
FFA
1887
Fragasso Financial Advisors
Pennsylvania
$308K -$142K -611 -31%
MA
1888
MJP Associates
Connecticut
$306K +$4.63K +20 +2%
SN
1889
Sittner & Nelson
Oregon
$306K +$232 +1 +0.1%
HWA
1890
Heritage Wealth Advisors
Virginia
$306K -$519K -2,240 -63%
HCP
1891
Hexagon Capital Partners
Arkansas
$305K -$1.62K -7 -0.5%
FDDB
1892
Fidelity D&D Bancorp
Pennsylvania
$305K – – –
GDP
1893
Great Diamond Partners
Maine
$304K -$4.4K -19 -1%
SAM
1894
Summit Asset Management
Tennessee
$304K – – –
DPIM
1895
Duff & Phelps Investment Management
Illinois
$304K -$1.23M -5,321 -80%
BP
1896
BBR Partners
New York
$304K -$15.7K -68 -5%
HFS
1897
Heritage Financial Services
Massachusetts
$304K -$3.71K -16 -1%
MMHP
1898
Murphy Middleton Hinkle & Parker
Georgia
$302K – – –
AFT
1899
Alpha Family Trust
California
$302K – – –
LJHT
1900
Laurie J. Hall Trustee
$302K – – –
74 75
76
77 78