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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
1076
Citadel Investment Advisory
Ohio
$2.04M – – –
RT
1077
Rockland Trust
Massachusetts
$2.04M -$255K -888 -11%
IC
1078
Inkwell Capital
Florida
$2.03M +$1.97M +6,851 New
DWM
1079
Dynasty Wealth Management
Florida
$2.03M +$8.04K +28 +0.4%
SFO
1080
Stenger Family Office
Illinois
$2.02M +$1.96M +6,817 New
PSB
1081
Piscataqua Savings Bank
New Hampshire
$2.02M -$14.4K -50 -0.7%
BFG
1082
Beacon Financial Group
Texas
$2.02M -$33.9K -118 -2%
RCM
1083
RB Capital Management
Nevada
$2.02M +$86.5K +301 +5%
CFFP
1084
Center for Financial Planning
Michigan
$2.01M – – –
AIC
1085
Argus Investors Counsel
New York
$2M -$125K -434 -6%
DWP
1086
Daymark Wealth Partners
Ohio
$1.99M +$30.2K +105 +0.1%
APW
1087
Aurora Private Wealth
New Jersey
$1.99M +$77.3K +269 +4%
CCA
1088
Checchi Capital Advisers
California
$1.98M -$2.59K -9 -0.1%
PTC
1089
Private Trust Company
Ohio
$1.97M -$5.17K -18 -0.3%
FHA
1090
Flagship Harbor Advisors
Massachusetts
$1.97M +$205K +712 +12%
CB
1091
Cadence Bank
Mississippi
$1.96M -$163K -567 -8%
LWCFA
1092
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.95M -$180K -626 -9%
WI
1093
WBI Investments
New Jersey
$1.95M +$648K +2,256 +52%
ML
1094
McAdam LLC
Pennsylvania
$1.95M -$11.8K -41 -0.6%
WGCA
1095
Wolf Group Capital Advisors
Virginia
$1.94M – – –
LDB
1096
Lee, Danner & Bass
Tennessee
$1.94M +$78.1K +272 +4%
HA
1097
Huntleigh Advisors
Missouri
$1.93M +$1.87M +6,512 New
BJL
1098
Brighton Jones LLC
Washington
$1.92M +$366K +1,273 +24%
RSWM
1099
Robertson Stephens Wealth Management
California
$1.92M -$52.3K -182 -3%
BTI
1100
Blue Trust Inc
Georgia
$1.92M -$411K -1,432 -18%
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