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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
MC
751
Moors & Cabot
Massachusetts
$1.43M +$73.6K +700 +6%
MIA
752
MainStreet Investment Advisors
Illinois
$1.42M +$53K +504 +4%
AWM
753
AE Wealth Management
Kansas
$1.42M +$272K +2,587 +25%
BHWM
754
Bar Harbor Wealth Management
New Hampshire
$1.42M -$165K -1,570 -11%
CWP
755
Capital Wealth Planning
Florida
$1.4M -$1.66M -15,835 -55%
MWM
756
Modera Wealth Management
New Jersey
$1.4M -$18.1K -172 -1%
CT
757
Coastline Trust
Rhode Island
$1.4M -$5.25K -50 -0.4%
SSWM
758
Smith Salley Wealth Management
North Carolina
$1.39M -$39.6K -377 -3%
GWM
759
Geneos Wealth Management
Colorado
$1.39M +$336K +3,199 +34%
TBA
760
Tower Bridge Advisors
Pennsylvania
$1.38M – – –
HCM
761
Hodges Capital Management
Texas
$1.38M +$631 +6 +0%
GSWM
762
Golden State Wealth Management
California
$1.38M +$1.32M +12,607 New
AIP
763
Ameritas Investment Partners
Nebraska
$1.37M – – –
MCM
764
McMillion Capital Management
North Carolina
$1.36M – – –
GC
765
Grimes & Company
Massachusetts
$1.35M +$31.1K +296 +2%
S
766
Seeyond
France
$1.35M +$248K +2,363 +24%
RCM
767
Riverhead Capital Management
Delaware
$1.34M +$494K +4,700 +62%
IRF
768
IBM Retirement Fund
New York
$1.34M -$10.6K -101 -0.8%
GCP
769
GSA Capital Partners
United Kingdom
$1.34M +$846K +8,055 +192%
ACP
770
Aviance Capital Partners
Florida
$1.33M – – –
PI
771
Pettee Investors
Connecticut
$1.33M – – –
BWM
772
Buckley Wealth Management
Nevada
$1.32M -$157K -1,490 -11%
LBC
773
Lowe Brockenbrough & Co
Virginia
$1.32M -$23.6K -225 -2%
KHLMVGHM
774
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$1.32M – – –
MPWT
775
MassMutual Private Wealth & Trust
Connecticut
$1.32M -$76.8K -731 -6%
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