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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
1051
Checchi Capital Advisers
California
$1.05M -$17.6K -106 -2%
BTWM
1052
Baker Tilly Wealth Management
Wisconsin
$1.05M +$124K +746 +13%
PWP
1053
Principle Wealth Partners
Connecticut
$1.05M – – –
TCM
1054
Teza Capital Management
Illinois
$1.05M -$917K -5,528 -47%
LC
1055
Lavaca Capital
Texas
$1.04M +$664 +4 +0.1%
WP
1056
WealthSource Partners
California
$1.04M +$664 +4 +0.1%
PGWM
1057
Parisi Gray Wealth Management
New Jersey
$1.04M +$2.82K +17 +0.3%
MHS
1058
M Holdings Securities
Oregon
$1.04M +$240K +1,449 +30%
BCM
1059
Becker Capital Management
Oregon
$1.03M +$12.4K +75 +1%
LWCFA
1060
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.03M -$332 -2 -0%
DBT
1061
Dubuque Bank & Trust
Iowa
$1.03M +$17.3K +104 +2%
LWANC
1062
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.03M +$77.1K +465 +8%
IWM
1063
IHT Wealth Management
Illinois
$1.02M -$927K -5,589 -48%
I
1064
InceptionR
California
$1.02M +$1.02M +6,159 New
LNB
1065
Ledyard National Bank
$1.02M -$57.2K -345 -5%
WA
1066
WealthTrust Axiom
Pennsylvania
$1.02M – – –
ARMT
1067
Amica Retiree Medical Trust
Rhode Island
$1.01M -$379K -2,286 -27%
DAM
1068
Derbend Asset Management
Georgia
$1.01M +$2.99K +18 +0.3%
MA
1069
Mutual Advisors
Nebraska
$1.01M +$74K +446 +8%
GRP
1070
Global Retirement Partners
California
$999K +$214K +1,293 +25%
CA
1071
Continuum Advisory
Idaho
$994K -$151K -909 -13%
GAG
1072
Goodman Advisory Group
Massachusetts
$992K +$997K +6,012 New
CIC
1073
Chase Investment Counsel
Virginia
$990K -$1.4M -8,428 -58%
WC
1074
Weil Company
California
$990K – – –
FWCM
1075
Ferguson Wellman Capital Management
Oregon
$989K – – –
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