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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
976
BNC Wealth Management
Oregon
$1.15M +$176K +1,055 +18%
WIC
977
Whitegate Investment Counselors
New Hampshire
$1.15M – – –
HH
978
Hilltop Holdings
Texas
$1.14M +$37.8K +226 +3%
LDB
979
Lee, Danner & Bass
Tennessee
$1.14M – – –
SCM
980
Stevens Capital Management
Pennsylvania
$1.14M +$1.13M +6,783 New
QI
981
Qtron Investments
Massachusetts
$1.13M +$881K +5,271 +351%
APW
982
Aurora Private Wealth
New Jersey
$1.13M +$65.2K +390 +6%
GPFA
983
Game Plan Financial Advisors
Ohio
$1.13M – – –
BB
984
Berkshire Bank
Massachusetts
$1.13M +$37K +221 +3%
IWS
985
Insight Wealth Strategies
California
$1.12M +$42.3K +253 +4%
CC
986
Centiva Capital
New York
$1.11M -$1.39M -8,303 -56%
TPCW
987
TD Private Client Wealth
New York
$1.11M -$429K -2,568 -28%
SP
988
Symmetry Partners
Connecticut
$1.11M – – –
IWP
989
Icon Wealth Partners
Texas
$1.11M +$55.2K +330 +5%
LWAM
990
Legacy Wealth Asset Management
Minnesota
$1.09M -$8.53K -51 -0.8%
TCPWM
991
Traverso Chambers Private Wealth Management
California
$1.09M – – –
TC
992
Telemus Capital
Michigan
$1.09M +$79.9K +478 +8%
PGWM
993
Parisi Gray Wealth Management
New Jersey
$1.09M +$2.51K +15 +0.2%
VWM
994
Venturi Wealth Management
Texas
$1.08M +$1.08M +6,461 New
ML
995
McAdam LLC
Pennsylvania
$1.08M -$10.4K -62 -1%
TAM
996
Trust Asset Management
Texas
$1.07M +$69.7K +417 +7%
SIA
997
Strategic Investment Advisors
Michigan
$1.06M +$368K +2,203 +53%
CWAF
998
Core Wealth Advisors (Florida)
Florida
$1.06M +$1.06M +6,342 +90,600%
CMANY
999
Capital Management Associates (New York)
New York
$1.06M -$110K -655 -9%
BCM
1000
Barometer Capital Management
Ontario, Canada
$1.06M -$1.83M -10,940 -63%
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