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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
BPCA
826
Bank Pictet & Cie (Asia)
Singapore
$970K +$973K +9,900 New
TH
827
TCTC Holdings
Texas
$959K – – –
CF
828
Centaurus Financial
California
$953K +$261K +2,661 +38%
AIM
829
Acropolis Investment Management
Missouri
$932K -$557K -5,668 -37%
MIM
830
Manitou Investment Management
Ontario, Canada
$931K -$12.3M -125,047 -93%
PA
831
Parallel Advisors
California
$925K +$50.7K +516 +6%
AAM
832
Auxier Asset Management
Oregon
$921K – – –
APA
833
American Portfolios Advisors
New York
$920K +$119K +1,216 +15%
OA
834
Outfitter Advisors
Virginia
$916K +$6.88K +70 +0.8%
BC
835
Burney Company
Virginia
$913K -$62.2K -633 -6%
MFAM
836
Motley Fool Asset Management
Virginia
$913K +$128K +1,307 +16%
WP
837
WMS Partners
Maryland
$901K +$113K +1,150 +14%
AWM
838
AE Wealth Management
Kansas
$900K +$202K +2,058 +29%
TCOT
839
Trust Company of Toledo
Ohio
$885K +$12.3K +125 +1%
TWI
840
Thomas White International
Illinois
$884K – – –
SBL
841
Sargent Bickham Lagudis
Colorado
$884K +$590 +6 +0.1%
FIG
842
FundX Investment Group
California
$882K – – –
WAM
843
Wealthspire Advisors (Maryland)
Maryland
$876K +$12.7K +129 +1%
AWM
844
Altium Wealth Management
New York
$870K +$99.1K +1,009 +13%
QSS
845
Quantitative Systematic Strategies
Florida
$870K +$278K +2,830 +47%
CCA
846
Checchi Capital Advisers
California
$868K +$14.2K +145 +2%
NAM
847
NTV Asset Management
West Virginia
$862K – – –
PIM
848
Penobscot Investment Management
Massachusetts
$862K – – –
LP
849
LMR Partners
United Kingdom
$858K -$1.04M -10,551 -55%
CB
850
Community Bank
New York
$854K – – –
32 33
34
35 36