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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
TPW
1001
Transatlantique Private Wealth
New York
$1.32M – – –
ML
1002
McAdam LLC
Pennsylvania
$1.32M -$3.7K -23 -0.3%
RWM
1003
Ritholtz Wealth Management
New York
$1.31M -$74.2K -461 -6%
TC
1004
Telemus Capital
Michigan
$1.31M +$4.35K +27 +0.4%
FPCP
1005
Fort Point Capital Partners
California
$1.31M -$34.1K -212 -3%
BFG
1006
Beacon Financial Group
Texas
$1.31M +$32.5K +202 +3%
GG
1007
Greenwood Gearhart
Arkansas
$1.31M -$155K -965 -12%
DIP
1008
Davis Investment Partners
North Carolina
$1.31M +$33.6K +209 +3%
FFM
1009
Forum Financial Management
Illinois
$1.3M -$36.5K -227 -3%
TAM
1010
Trust Asset Management
Texas
$1.3M – – –
GAM
1011
Gotham Asset Management
New York
$1.3M -$63.1K -392 -5%
DAS
1012
Dynamic Advisor Solutions
Arizona
$1.3M +$407K +2,526 +58%
MOS
1013
MGO One Seven
Ohio
$1.29M +$48K +298 +5%
OWP
1014
Obermeyer Wealth Partners
Colorado
$1.29M -$55.2K -343 -5%
PSB
1015
Piscataqua Savings Bank
New Hampshire
$1.29M +$2.25K +14 +0.2%
SA
1016
Strategic Advocates
Utah
$1.29M +$29.1K +181 +3%
CIA
1017
Citadel Investment Advisory
Ohio
$1.29M – – –
CFFP
1018
Center for Financial Planning
Michigan
$1.28M -$304K -1,890 -22%
IA
1019
Insight Advisors
Pennsylvania
$1.28M -$30.9K -192 -3%
EIM
1020
Essex Investment Management
Massachusetts
$1.27M -$39.8K -247 -4%
SF
1021
Symphony Financial
Texas
$1.27M +$1.13M +7,019 New
BB
1022
Busey Bank
Illinois
$1.26M -$14.2K -88 -1%
SP
1023
Stablepoint Partners
Massachusetts
$1.26M +$1.08M +6,724 New
BL
1024
Balentine LLC
Georgia
$1.26M -$89.5K -556 -8%
DI
1025
Diligent Investors
California
$1.25M – – –
39 40
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42 43