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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
ACG
1926
Allen Capital Group
Nebraska
– -$236K -1,431 Closed
KA
1927
KLCM Advisors
Wisconsin
– -$230K -1,395 Closed
GGS
1928
Galvin Gaustad & Stein
Arizona
– -$227K -1,375 Closed
CC
1929
Claybrook Capital
Massachusetts
– -$224K -1,354 Closed
SIM
1930
Spark Investment Management
New York
– -$214K -1,300 Closed
LFF
1931
Level Four Financial
Texas
– -$212K -1,285 Closed
MWP
1932
MYCIO Wealth Partners
Pennsylvania
– -$212K -1,282 Closed
BWM
1933
Bulltick Wealth Management
Florida
– -$210K -1,273 Closed
PGA
1934
Portland Global Advisors
Maine
– -$204K -1,237 Closed
GCP
1935
GSA Capital Partners
United Kingdom
– -$203K -1,228 Closed
LFA
1936
Legacy Financial Advisors
Kentucky
– -$201K -1,215 Closed
WAM
1937
Wolverine Asset Management
Illinois
– -$164K -997 Closed
PP
1938
Paloma Partners
Connecticut
– -$159K -960 Closed
RDWM
1939
Red Door Wealth Management
Tennessee
– -$116K -703 Closed
WP
1940
WealthShield Partners
North Carolina
– -$166K -582 Closed
NC
1941
NewSquare Capital
Pennsylvania
– -$63K -384 Closed
SIA
1942
Sit Investment Associates
Minnesota
– -$47K -282 Closed
H
1943
Hexavest
Quebec, Canada
– -$34K -207 Closed
FFG
1944
Ford Financial Group
California
– -$28K -174 Closed
FI
1945
Financial Insights
Washington
– -$21.5K -130 Closed
IPW
1946
IronBridge Private Wealth
Texas
– -$17K -100 Closed
PSIWM
1947
Paradigm Strategies in Wealth Management
Minnesota
– -$17K -100 Closed
IRAG
1948
Investment Research & Advisory Group
Georgia
– -$6K -39 Closed
AWM
1949
Atticus Wealth Management
Florida
– -$4K -26 Closed
MA
1950
Modus Advisors
Minnesota
– -$4K -23 Closed
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78
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