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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
751
Personal Capital Advisors
California
$1.13M -$66.1K -672 -6%
PWP
752
Private Wealth Partners
California
$1.13M – – –
GHAM
753
Gilman Hill Asset Management
Connecticut
$1.13M -$145K -1,470 -12%
CBB
754
Citizens Business Bank
California
$1.12M – – –
SOAMC
755
Spirit of America Management Corp
New York
$1.12M +$24.6K +250 +2%
RIL
756
Rothschild Investment LLC
Illinois
$1.12M -$36.9K -375 -3%
IFWM
757
Institute for Wealth Management
Colorado
$1.12M -$17.6K -179 -2%
LNC
758
Lincoln National Corp
Pennsylvania
$1.11M +$110K +1,120 +11%
FNBT
759
FineMark National Bank & Trust
Florida
$1.11M -$14.9K -151 -1%
JI
760
Jeereddi Investments
California
$1.11M – – –
BFG
761
Beacon Financial Group
Texas
$1.11M -$28.9K -294 -3%
TNA
762
True North Advisors
Texas
$1.1M -$12.4K -126 -1%
GFA
763
Gifford Fong Associates
California
$1.1M – – –
MWM
764
Madison Wealth Management
Ohio
$1.1M +$21.7K +221 +2%
MPWT
765
MassMutual Private Wealth & Trust
Connecticut
$1.09M -$50.6K -514 -5%
SC
766
Savant Capital
Illinois
$1.09M -$9.64K -98 -0.9%
GT
767
Greenleaf Trust
Michigan
$1.09M +$63.5K +645 +6%
EWM
768
Evermay Wealth Management
Virginia
$1.09M +$224K +2,280 +27%
CC
769
Chicago Capital
Illinois
$1.08M – – –
BWM
770
Buckley Wealth Management
Nevada
$1.07M -$341K -3,465 -24%
IA
771
Icon Advisers
Colorado
$1.07M – – –
OIS
772
Okabena Investment Services
Minnesota
$1.07M – – –
RWP
773
RWA Wealth Partners
Massachusetts
$1.07M -$361K -3,670 -26%
TAIM
774
Te Ahumairangi Investment Management
New Zealand
$1.06M +$1.04M +10,591 New
RIA
775
Realta Investment Advisors
Delaware
$1.06M +$17K +173 +2%
29 30
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