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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
PCI
651
Pacifica Capital Investments
Texas
$2.23M – – –
PRS
652
Pinkerton Retirement Specialists
Idaho
$2.22M +$24.8K +224 +1%
MVA
653
Mount Vernon Associates
Maryland
$2.21M – – –
CFGS
654
Concourse Financial Group Securities
Alabama
$2.2M +$131K +1,180 +7%
WA
655
WP Advisors
California
$2.19M +$11.8K +107 +0.6%
HAG
656
HighPoint Advisor Group
Illinois
$2.19M +$1.91M +17,273 New
IAA
657
Independent Advisor Alliance
North Carolina
$2.19M +$139K +1,255 +7%
CNC
658
Canandaigua National Corp
New York
$2.18M +$648K +5,854 +48%
CCM
659
Condor Capital Management
New Jersey
$2.17M +$997 +9 +0.1%
WOC
660
West Oak Capital
California
$2.17M +$86.9K +785 +5%
CC
661
Courier Capital
New York
$2.17M -$11.2K -101 -0.6%
KPWS
662
Kestra Private Wealth Services
Texas
$2.15M -$166K -1,500 -8%
SWP
663
Strategic Wealth Partners
Ohio
$2.15M +$56.6K +511 +3%
JCM
664
Jag Capital Management
Missouri
$2.15M -$32K -289 -2%
FP
665
Factorial Partners
New York
$2.15M -$576K -5,200 -23%
EHWM
666
Eads & Heald Wealth Management
Georgia
$2.15M +$18.8K +170 +1%
SIM
667
Stratos Investment Management
Ohio
$2.15M +$167K +1,505 +9%
PSUF
668
People's United Financial
Connecticut
$2.15M -$285K -2,569 -13%
HIM
669
Hotaling Investment Management
Pennsylvania
$2.14M +$2.77K +25 +0.1%
CA
670
Callahan Advisors
Texas
$2.14M +$111 +1 +0%
TW
671
TrinityPoint Wealth
Connecticut
$2.14M -$158K -1,431 -7%
BDWM
672
Brewin Dolphin Wealth Management
Ireland
$2.14M – – –
HTC
673
Haverford Trust Company
Pennsylvania
$2.1M -$289K -2,605 -13%
BL
674
BFSG LLC
California
$2.1M +$49.8K +450 +3%
BB
675
Busey Bank
Illinois
$2.09M -$59K -533 -3%
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