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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
NIM
801
NEOS Investment Management
Connecticut
$2.32M +$171K +1,062 +9%
BFG
802
Bleakley Financial Group
New Jersey
$2.32M -$33K -205 -2%
SCM
803
SOL Capital Management
Maryland
$2.31M +$157K +975 +9%
GCGDR
804
Geo Capital Gestora de Recursos
Brazil
$2.31M +$1.04M +6,487 +111%
PCS
805
Personal CFO Solutions
New Jersey
$2.3M -$589K -3,659 -23%
PA
806
Profund Advisors
Maryland
$2.3M +$217K +1,345 +12%
SIA
807
Schechter Investment Advisors
Michigan
$2.29M +$62.6K +389 +3%
BOS
808
Bank of Stockton
California
$2.27M -$95.9K -596 -5%
TCOT
809
Trust Company of Toledo
Ohio
$2.27M -$69.4K -431 -3%
III
810
Independent Investors Inc
New York
$2.25M – – –
CA
811
CoreCap Advisors
Michigan
$2.25M -$866K -5,380 -31%
FFN
812
Focus Financial Network
Minnesota
$2.24M +$1.21M +7,529 +170%
IAS
813
Insigneo Advisory Services
Florida
$2.23M +$532K +3,303 +38%
SAG
814
SageView Advisory Group
California
$2.23M +$965K +5,997 +122%
BWM
815
BNC Wealth Management
Oregon
$2.21M +$111K +691 +6%
XWM
816
Xcel Wealth Management
Florida
$2.21M -$121K -750 -6%
CT
817
Caldwell Trust
Florida
$2.2M +$15.3K +95 +0.8%
MMPW
818
Mitchell McLeod Pugh & Williams
Alabama
$2.2M +$4.83K +30 +0.3%
BSA
819
Bull Street Advisors
Georgia
$2.2M -$10.5K -65 -0.6%
MNBTD
820
Moody National Bank Trust Division
Texas
$2.19M -$1.24M -7,714 -40%
SC
821
Scotia Capital
Ontario, Canada
$2.19M +$90.9K +565 +5%
V
822
ValueWorks
New York
$2.19M -$59.2K -368 -3%
B
823
Bailard
California
$2.19M +$60.8K +378 +3%
LBC
824
Lowe Brockenbrough & Co
Virginia
$2.18M +$27.4K +170 +1%
BBA
825
BLB&B Advisors
Pennsylvania
$2.18M -$6.44K -40 -0.3%
31 32
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