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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
776
Frontier Wealth Management
Missouri
$1.89M +$157 +1 +0%
WI
777
Wintrust Investments
Illinois
$1.88M +$1.78M +11,375 New
B
778
Bailard
California
$1.88M -$15.7K -100 -0.9%
LS
779
Livforsakringsbolaget Skandia
Sweden
$1.87M +$204K +1,300 +13%
PMAS
780
PNC Managed Account Solutions
Texas
$1.86M +$1.77M +11,290 New
RIL
781
Rothschild Investment LLC
Illinois
$1.86M +$20K +128 +1%
PWP
782
Private Wealth Partners
California
$1.85M – – –
VFA
783
Valeo Financial Advisors
Indiana
$1.85M -$11.4K -73 -0.6%
NHC
784
Nicholas Hoffman & Company
Georgia
$1.85M +$84.3K +538 +5%
ABC
785
Associated Banc-Corp
Wisconsin
$1.84M +$76.9K +491 +5%
QI
786
QS Investors
New York
$1.83M -$11.1K -71 -0.6%
FP
787
Factorial Partners
New York
$1.83M -$689K -4,400 -28%
CBB
788
Citizens Business Bank
California
$1.83M -$15.7K -100 -0.9%
RWP
789
RWA Wealth Partners
Massachusetts
$1.82M – – –
GFA
790
Gifford Fong Associates
California
$1.82M – – –
TNA
791
True North Advisors
Texas
$1.82M – – –
AR
792
Advisory Research
Illinois
$1.81M -$466K -2,974 -21%
LC
793
Lincoln Capital
Nebraska
$1.81M +$98.5K +629 +6%
HI
794
Harbour Investments
Wisconsin
$1.81M +$3.76K +24 +0.2%
PIM
795
Penobscot Investment Management
Massachusetts
$1.8M +$440K +2,812 +35%
PCA
796
Personal Capital Advisors
California
$1.79M +$80.5K +514 +5%
KWM
797
Keebeck Wealth Management
Illinois
$1.78M +$322K +2,055 +23%
SWMG
798
Signature Wealth Management Group
Georgia
$1.78M +$16.3K +104 +1%
UHC
799
Union Heritage Capital
Michigan
$1.78M – – –
RG
800
Rathbones Group
United Kingdom
$1.78M -$1.88K -12 -0.1%
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