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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
CC
1926
Claybrook Capital
Massachusetts
– -$224K -1,354 Closed
SIM
1927
Spark Investment Management
New York
– -$214K -1,300 Closed
LFF
1928
Level Four Financial
Texas
– -$212K -1,285 Closed
MWP
1929
MYCIO Wealth Partners
Pennsylvania
– -$212K -1,282 Closed
BWM
1930
Bulltick Wealth Management
Florida
– -$210K -1,273 Closed
PGA
1931
Portland Global Advisors
Maine
– -$204K -1,237 Closed
GCP
1932
GSA Capital Partners
United Kingdom
– -$203K -1,228 Closed
LFA
1933
Legacy Financial Advisors
Kentucky
– -$201K -1,215 Closed
WAM
1934
Wolverine Asset Management
Illinois
– -$164K -997 Closed
PP
1935
Paloma Partners
Connecticut
– -$159K -960 Closed
RDWM
1936
Red Door Wealth Management
Tennessee
– -$116K -703 Closed
WP
1937
WealthShield Partners
North Carolina
– -$166K -582 Closed
NC
1938
NewSquare Capital
Pennsylvania
– -$63K -384 Closed
SIA
1939
Sit Investment Associates
Minnesota
– -$47K -282 Closed
H
1940
Hexavest
Quebec, Canada
– -$34K -207 Closed
FFG
1941
Ford Financial Group
California
– -$28K -174 Closed
FI
1942
Financial Insights
Washington
– -$215K -130 Closed
IPW
1943
IronBridge Private Wealth
Texas
– -$17K -100 Closed
PSIWM
1944
Paradigm Strategies in Wealth Management
Minnesota
– -$17K -100 Closed
IRAG
1945
Investment Research & Advisory Group
Georgia
– -$6K -39 Closed
AWM
1946
Atticus Wealth Management
Florida
– -$4K -26 Closed
MA
1947
Modus Advisors
Minnesota
– -$4K -23 Closed
SAI
1948
Systematic Alpha Investments
New Jersey
– +$167 +1 New
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