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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
AAMG
2301
AMG Asset Management Group
Georgia
$306K +$339K +1,012 New
EBSAM
2302
Eubel Brady & Suttman Asset Management
Ohio
$306K +$29.5K +88 +10%
WMP
2303
Wealth Management Partners
Arizona
$306K +$335 +1 +0.1%
ACM
2304
Aurdan Capital Management
Pennsylvania
$306K +$3.35K +10 +1%
PWM
2305
Partnership Wealth Management
Maryland
$305K -$395K -1,178 -54%
FISPB
2306
Fideuram - Intesa Sanpaolo Private Banking
$305K +$174K +519 +106%
OWM
2307
Orca Wealth Management
Florida
$304K +$335 +1 +0.1%
AFW
2308
Avantra Family Wealth
Pennsylvania
$304K – – –
IAAG
2309
Innovative Asset Advisors Group
Connecticut
$304K +$337K +1,005 New
AGA
2310
Arkos Global Advisors
Texas
$304K +$10.1K +30 +3%
GGI
2311
Godsey & Gibb Inc
Virginia
$304K -$14.1K -42 -4%
IIA
2312
IPG Investment Advisors
California
$303K -$77.8K -232 -19%
MIM
2313
Meridiem Investment Management
United Kingdom
$303K – – –
GJIA
2314
Glass Jacobson Investment Advisors
Maryland
$302K – – –
BOA
2315
Birnam Oak Advisors
New York
$302K +$335K +1,000 New
SCM
2316
Stonebridge Capital Management
California
$302K +$335K +1,000 New
SA
2317
Sovran Advisors
California
$302K -$335 -1 -0.1%
PWAM
2318
Pinnacle West Asset Management
Wyoming
$302K – – –
BWM
2319
Baron Wealth Management
Michigan
$301K -$37.9K -113 -10%
CCG
2320
Catalina Capital Group
California
$301K +$4.02K +12 +1%
NEWAS
2321
N.E.W. Advisory Services
Wisconsin
$301K -$94.9K -283 -22%
XPN
2322
XY Planning Network
Montana
$301K +$43.3K +129 +15%
HWA
2323
Heartwood Wealth Advisors
Virginia
$300K – – –
AIA
2324
Allied Investment Advisors
Montana
$299K – – –
RA
2325
Range Advisory
Virginia
$299K +$106K +317 +47%
91 92
93
94 95