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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
IMCOOI
801
Investment Management Corp of Ontario (IMCO)
Canada
$2.07M -$91.1K -549 -4%
ACP
802
Aviance Capital Partners
Florida
$2.07M – – –
XWM
803
Xcel Wealth Management
Florida
$2.07M +$2.08M +12,523 New
QCM
804
Quantinno Capital Management
New York
$2.06M +$16.1K +97 +0.8%
SSWM
805
Smith Salley Wealth Management
North Carolina
$2.06M -$7.3K -44 -0.4%
SCP
806
Stamos Capital Partners
California
$2.06M +$939K +5,660 +83%
WG
807
Welch Group
Alabama
$2.05M – – –
V
808
ValueWorks
New York
$2.05M -$72.8K -439 -3%
PA
809
Parallel Advisors
California
$2.05M +$86.1K +519 +4%
CG
810
Caprock Group
Idaho
$2.05M +$264K +1,590 +15%
HSA
811
Hussman Strategic Advisors
Maryland
$2.05M -$3.09M -18,600 -60%
CCG
812
Ceeto Capital Group
Florida
$2.03M -$16.6K -100 -0.8%
AA
813
ALPS Advisors
Colorado
$2.02M -$173K -1,041 -8%
VIM
814
Vinva Investment Management
Australia
$2.01M +$2.06M +12,402 New
SC
815
Savant Capital
Illinois
$2.01M +$171K +1,032 +9%
MA
816
Montag & Associates
Georgia
$2M -$32.5K -196 -2%
LNC
817
Lincoln National Corp
Pennsylvania
$1.99M -$457K -2,755 -19%
IIL
818
Insight Inv LLC
California
$1.98M – – –
III
819
Independent Investors Inc
New York
$1.98M – – –
CF
820
Copperwynd Financial
Arizona
$1.98M +$1.99M +11,994 New
WGCA
821
Wolf Group Capital Advisors
Virginia
$1.96M -$201K -1,210 -9%
DAM
822
Doheny Asset Management
California
$1.96M +$420K +2,530 +27%
GIA
823
Gladstone Institutional Advisory
Florida
$1.96M -$10.6K -64 -0.5%
BBA
824
BLB&B Advisors
Pennsylvania
$1.96M -$6.14K -37 -0.3%
CWMU
825
Caliber Wealth Management (Utah)
Utah
$1.96M +$465K +2,805 +31%
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