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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
GBBWRPM
1051
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$167K +$707 +11 +0.4%
IIC
1052
Integrated Investment Consultants
Michigan
$164K – – –
CYG
1053
Clean Yield Group
Vermont
$157K +$5.85K +91 +4%
FHA
1054
First Horizon Advisors
Tennessee
$154K -$91.4K -1,422 -37%
SC
1055
SRB Corp
Massachusetts
$154K +$11.4K +178 +8%
AW
1056
Alpha Windward
Massachusetts
$153K +$1.99K +31 +1%
BBPWM
1057
Blue Bell Private Wealth Management
Pennsylvania
$151K -$9.06K -141 -6%
WG
1058
Welch Group
Alabama
$150K +$27.6K +429 +22%
BWA
1059
Burt Wealth Advisors
Maryland
$149K -$24K -373 -14%
ASN
1060
Advisory Services Network
Georgia
$137K +$12.9K +201 +10%
SAMC
1061
Shinko Asset Management Company
Japan
$134K – – –
CLM
1062
ClearBridge LLC (Maryland)
Maryland
$124K – – –
M
1063
MOTCO
Texas
$116K +$28K +436 +32%
WP
1064
WealthPLAN Partners
Nebraska
$112K -$122K -1,893 -52%
BCM
1065
Blume Capital Management
California
$111K – – –
IR
1066
Invictus RG
Bermuda
$105K +$105K +1,639 New
FFC
1067
First Financial Corp
Indiana
$102K -$34.2K -532 -25%
BAM
1068
Brave Asset Management
New Jersey
$102K – – –
WA
1069
WFG Advisors
Texas
$99K +$2.25K +35 +2%
CHC
1070
City Holding Co
West Virginia
$98K +$1.86K +29 +2%
VIM
1071
Veritas Investment Management
United Kingdom
$96K – – –
CFG
1072
CKW Financial Group
Hawaii
$96K +$12.8K +200 +15%
MWP
1073
MYCIO Wealth Partners
Pennsylvania
$94K -$10.6K -165 -10%
APSP
1074
Asset Planning Services (Pennsylvania)
Pennsylvania
$94K – – –
EFSCE
1075
Enterprise Financial Services Corp (EFSC)
Missouri
$92K +$65.6K +1,021 +245%
41 42
43
44 45