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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
CFP
901
Cornerstone Financial Partners
North Carolina
$551K +$116K +1,355 +28%
ASN
902
Advisory Services Network
Georgia
$544K +$32.5K +378 +7%
BSW
903
Buckingham Strategic Wealth
Missouri
$543K -$34.5K -402 -6%
MHIM
904
MacNealy Hoover Investment Management
Ohio
$543K – – –
GC
905
Garde Capital
Washington
$541K – – –
CAG
906
Csenge Advisory Group
Florida
$539K +$512K +5,961 New
MA
907
Montag & Associates
Georgia
$539K -$22.9K -266 -4%
PC
908
Palo Capital
California
$536K -$10.7K -125 -2%
JFL
909
Jarislowsky, Fraser Ltd
Quebec, Canada
$535K – – –
PCM
910
Penserra Capital Management
California
$534K +$217K +2,530 +75%
CAMG
911
CWA Asset Management Group
Florida
$533K – – –
AA
912
ALPS Advisors
Colorado
$526K +$53.5K +623 +12%
SCM
913
Stellar Capital Management
Arizona
$524K +$86 +1 +0%
IPAM
914
ICICI Prudential Asset Management
India
$516K -$43K -500 -8%
PFBT
915
Parkside Financial Bank & Trust
Missouri
$516K – – –
MGIA
916
Moneta Group Investment Advisors
Missouri
$516K +$602 +7 +0.1%
TRCT
917
Tower Research Capital (TRC)
New York
$515K -$512K -5,960 -51%
DSC
918
Duncker Streett & Co
Missouri
$508K – – –
GT
919
Greenleaf Trust
Michigan
$508K +$113K +1,316 +31%
IUHSA
920
Itau Unibanco Holding S.A.
Brazil
$507K -$435K -5,058 -74%
CCC
921
Chelsea Counsel Company
California
$507K -$61K -710 -11%
BRWA
922
B. Riley Wealth Advisors
Florida
$507K +$12.5K +146 +3%
GAM
923
Garrison Asset Management
Arkansas
$506K -$28.4K -330 -6%
SBH
924
Segall Bryant & Hamill
Illinois
$505K +$96.8K +1,126 +25%
RWM
925
Raffa Wealth Management
District of Columbia
$504K – – –
35 36
37
38 39