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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
GJIC
751
Gamble Jones Investment Counsel
California
$995K – – –
FBC
752
Fairfield, Bush & Co
Connecticut
$995K +$175K +1,500 +15%
ACP
753
Arcus Capital Partners
Georgia
$992K – – –
BFG
754
Beacon Financial Group
Texas
$990K +$18.4K +158 +1%
SJIM
755
St. Johns Investment Management
Florida
$986K +$77.7K +668 +6%
HKAM
756
Horizon Kinetics Asset Management
New York
$984K – – –
BAS
757
Brown Advisory Securities
Maryland
$981K -$34.9K -300 -3%
WG
758
Welch Group
Alabama
$978K +$709K +6,093 +114%
BFA
759
Benedict Financial Advisors
Georgia
$976K +$133K +1,145 +11%
CA
760
Cetera Advisors
Colorado
$974K +$99.5K +855 +8%
TRCT
761
Tower Research Capital (TRC)
New York
$970K +$1.32M +11,335 New
VFA
762
Valeo Financial Advisors
Indiana
$969K +$265K +2,277 +29%
AI
763
Atom Investors
Texas
$967K +$1.31M +11,300 New
TCM
764
Tran Capital Management
California
$967K +$1.31M +11,300 New
IFWM
765
Institute for Wealth Management
Colorado
$960K -$54.1K -465 -4%
CBB
766
Citizens Business Bank
California
$959K – – –
BRWA
767
B. Riley Wealth Advisors
Florida
$957K +$709K +6,097 +120%
AIP
768
Ameritas Investment Partners
Nebraska
$953K -$15.9K -137 -1%
JI
769
Jeereddi Investments
California
$950K – – –
LBC
770
Lowe Brockenbrough & Co
Virginia
$949K -$57.9K -498 -4%
MMPW
771
Mitchell McLeod Pugh & Williams
Alabama
$948K +$40.7K +350 +3%
CWP
772
Capital Wealth Planning
Florida
$942K -$44.7M -384,407 -97%
GFA
773
Gifford Fong Associates
California
$942K – – –
PC
774
Polar Capital
United Kingdom
$942K +$1.28M +10,999 New
CAG
775
Csenge Advisory Group
Florida
$940K +$226K +1,945 +22%
29 30
31
32 33