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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
976
Principle Wealth Partners
Connecticut
$2.27M – – –
SAG
977
SageView Advisory Group
California
$2.27M -$643K -2,584 -24%
AA
978
ALPS Advisors
Colorado
$2.27M -$484K -1,944 -19%
BFA
979
Beaumont Financial Advisors
Massachusetts
$2.27M -$91.6K -368 -4%
FFO
980
Fiduciary Family Office
Florida
$2.26M -$53.3K -214 -3%
SIAG
981
Signet Investment Advisory Group
Rhode Island
$2.26M -$5.48K -22 -0.3%
PCG
982
Prosperity Consulting Group
Maryland
$2.26M -$519K -2,084 -20%
OLVIG
983
Oliver Lagore Vanvalin Investment Group
Michigan
$2.24M – – –
LFG
984
Lazard Frères Gestion
France
$2.23M – – –
CS
985
Cannell & Spears
New York
$2.23M +$48.3K +194 +2%
SEC
986
Seven Eight Capital
New York
$2.22M +$2.04M +8,193 New
EWM
987
Empirical Wealth Management
Washington
$2.21M +$31.6K +127 +2%
OPCM
988
Osborne Partners Capital Management
California
$2.2M -$249 -1 -0%
PA
989
Procyon Advisors
Connecticut
$2.19M +$747 +3 +0%
SWA
990
SOA Wealth Advisors
New York
$2.18M +$52K +209 +3%
DIP
991
Davis Investment Partners
North Carolina
$2.17M +$10.5K +42 +0.5%
IA
992
IFP Advisors
Florida
$2.17M +$41.1K +165 +2%
ATPW
993
Ashton Thomas Private Wealth
Arizona
$2.16M +$19.4K +78 +1%
TFCM
994
Taylor Frigon Capital Management
Arizona
$2.16M -$52.3K -210 -3%
MAM
995
Magellan Asset Management
Australia
$2.14M -$2.43M -9,769 -55%
P
996
Pitcairn
Pennsylvania
$2.13M -$301K -1,207 -13%
MA
997
Mutual Advisors
Nebraska
$2.12M +$198K +794 +11%
ACA
998
Aptus Capital Advisors
Alabama
$2.12M +$345K +1,387 +22%
RT
999
Rockland Trust
Massachusetts
$2.1M -$524K -2,103 -21%
BHPW
1000
Beverly Hills Private Wealth
California
$2.1M -$295K -1,184 -13%
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40
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