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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
776
Compass Wealth Management
Connecticut
$3.82M -$229K -920 -6%
HG
777
Herbst Group
Connecticut
$3.81M +$189K +760 +6%
BFA
778
Brendel Financial Advisors
New Hampshire
$3.8M – – –
LWM
779
Lodestone Wealth Management
Washington
$3.79M -$35.1K -141 -1%
HH
780
Hilltop Holdings
Texas
$3.77M +$884K +3,552 +34%
BBA
781
BLB&B Advisors
Pennsylvania
$3.77M +$616K +2,474 +22%
NRG
782
Nemes Rush Group
Michigan
$3.76M -$24.9K -100 -0.6%
PMG
783
ProVise Management Group
Florida
$3.76M -$27.4K -110 -0.8%
CNBT
784
Canandaigua National Bank & Trust
New York
$3.76M -$98.9K -397 -3%
TPCW
785
TD Private Client Wealth
New York
$3.74M +$217K +870 +7%
PS
786
Principal Securities
Iowa
$3.73M +$297K +1,193 +9%
EWM
787
Evercore Wealth Management
New York
$3.71M -$139K -560 -4%
TBA
788
Tower Bridge Advisors
Pennsylvania
$3.7M – – –
TIAAOA
789
Teachers Insurance & Annuity Association of America
New York
$3.67M +$3.37M +13,535 New
JCM
790
Jacobi Capital Management
Pennsylvania
$3.66M +$36.1K +145 +1%
MAS
791
Meeder Advisory Services
Ohio
$3.66M +$99.6K +400 +3%
GD
792
Grandfield & Dodd
New York
$3.66M +$3.24K +13 +0.1%
CFGS
793
Concourse Financial Group Securities
Alabama
$3.64M -$97.4K -391 -3%
TA
794
Townsend & Associates
Colorado
$3.64M +$30.9K +124 +0.9%
HCM
795
Hodges Capital Management
Texas
$3.64M -$703K -2,823 -17%
SSWM
796
Smith Salley Wealth Management
North Carolina
$3.57M -$6.72K -27 -0.2%
GSB
797
Greenfield Savings Bank
Massachusetts
$3.57M +$2.99K +12 +0.1%
AWM
798
AE Wealth Management
Kansas
$3.57M -$453K -1,819 -12%
AWM
799
Apollon Wealth Management
South Carolina
$3.5M +$116K +467 +4%
PA
800
Profund Advisors
Maryland
$3.49M +$20.4K +82 +0.6%
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