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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
751
Benedict Financial Advisors
Georgia
$1.17M +$82.4K +895 +8%
FLPIM
752
F.L. Putnam Investment Management
Massachusetts
$1.17M -$14K -152 -1%
WG
753
Welch Group
Alabama
$1.17M +$77.5K +842 +7%
RCM
754
RNC Capital Management
California
$1.16M -$4.38M -47,550 -80%
TU
755
TDAM USA
Ontario, Canada
$1.16M -$52.6K -571 -4%
KHLMVGHM
756
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$1.15M – – –
PIM
757
Profit Investment Management
Maryland
$1.15M – – –
AW
758
ACG Wealth
Georgia
$1.15M -$54.9K -596 -5%
QI
759
QS Investors
New York
$1.14M -$2.21K -24 -0.2%
PCA
760
Personal Capital Advisors
California
$1.14M +$591K +6,420 +116%
BSA
761
Bull Street Advisors
Georgia
$1.14M +$27.6K +300 +3%
IAA
762
Independent Advisor Alliance
North Carolina
$1.13M +$407K +4,424 +60%
SSWM
763
Smith Salley Wealth Management
North Carolina
$1.13M -$8.65K -94 -0.8%
GAM
764
Gotham Asset Management
New York
$1.12M -$4.74M -51,524 -81%
WKWM
765
Walter & Keenan Wealth Management
Indiana
$1.11M +$1.08M +11,700 New
FBC
766
Fairfield, Bush & Co
Connecticut
$1.11M – – –
VF
767
Virtu Financial
New York
$1.11M +$1.07M +11,621 New
JT
768
Jump Trading
Illinois
$1.1M +$1.07M +11,596 New
LT
769
Lindsell Train
United Kingdom
$1.1M +$1.07M +11,600 New
ACP
770
Arcus Capital Partners
Georgia
$1.1M – – –
GJIC
771
Gamble Jones Investment Counsel
California
$1.1M -$5.52K -60 -0.5%
RIL
772
Rothschild Investment LLC
Illinois
$1.1M -$233K -2,526 -18%
MPWT
773
MassMutual Private Wealth & Trust
Connecticut
$1.09M -$39.6K -430 -4%
B
774
Bailard
California
$1.08M +$113K +1,223 +12%
IFWM
775
Institute for Wealth Management
Colorado
$1.08M +$10.9K +118 +1%
29 30
31
32 33