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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
1001
Berkshire Asset Management
Pennsylvania
$2.87M +$52.2K +164 +2%
AFG
1002
Atomi Financial Group
New York
$2.87M +$641K +2,015 +30%
FB
1003
Fulton Bank
Pennsylvania
$2.87M -$39.4K -124 -1%
WIA
1004
World Investment Advisors
California
$2.87M +$437K +1,373 +19%
PMG
1005
ProVise Management Group
Florida
$2.86M -$220K -691 -7%
SWA
1006
SOA Wealth Advisors
New York
$2.84M +$45.2K +142 +2%
PWP
1007
Principle Wealth Partners
Connecticut
$2.84M -$86.5K -272 -3%
HIM
1008
Hillsdale Investment Management
Ontario, Canada
$2.84M +$1.86M +5,860 +219%
IAMOG
1009
Investors Asset Management of Georgia
Georgia
$2.83M – – –
WIC
1010
Woodmont Investment Counsel
Tennessee
$2.83M +$83K +261 +3%
HR
1011
Hardy Reed
Mississippi
$2.83M +$32.1K +101 +1%
LAM
1012
L2 Asset Management
Massachusetts
$2.83M -$1.33M -4,194 -33%
WWM
1013
Western Wealth Management
Colorado
$2.81M -$7K -22 -0.3%
BFA
1014
Beaumont Financial Advisors
Massachusetts
$2.8M -$59.2K -186 -2%
HCMG
1015
Howard Capital Management Group
California
$2.8M – – –
TAM
1016
Tealwood Asset Management
Minnesota
$2.79M -$36.6K -115 -1%
TCM
1017
Twin Capital Management
Pennsylvania
$2.79M -$50.3K -158 -2%
MHIC
1018
Marble Harbor Investment Counsel
Massachusetts
$2.78M – – –
NEAM
1019
New England Asset Management
Connecticut
$2.77M – – –
NI
1020
Natural Investments
California
$2.76M +$954 +3 +0%
EWM
1021
Elite Wealth Management
Washington
$2.76M +$2.65M +8,318 New
BOS
1022
Bank of Stockton
California
$2.75M – – –
FNBT
1023
FineMark National Bank & Trust
Florida
$2.74M -$191K -602 -7%
FHA
1024
Flagship Harbor Advisors
Massachusetts
$2.73M -$122K -383 -4%
AAP
1025
Arax Advisory Partners
Colorado
$2.73M +$1.92M +6,033 +278%
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