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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
AW
1101
Alpha Windward
Massachusetts
$183K +$4.99K +72 +3%
VFA
1102
Virtus Fund Advisers
Connecticut
$180K -$42.7K -617 -20%
WG
1103
Welch Group
Alabama
$179K +$5.12K +74 +3%
SC
1104
SRB Corp
Massachusetts
$178K – – –
GRP
1105
Global Retirement Partners
California
$174K +$162K +2,347 New
BWA
1106
Burt Wealth Advisors
Maryland
$173K – – –
WPA
1107
West Paces Advisors
Georgia
$170K +$159K +2,297 New
FFW
1108
Fusion Family Wealth
New York
$167K +$151K +2,177 New
KTC
1109
Kistler-Tiffany Companies
Pennsylvania
$165K -$27.6K -398 -15%
CAM
1110
Close Asset Management
United Kingdom
$159K +$149K +2,150 New
FHA
1111
First Horizon Advisors
Tennessee
$154K – – –
LA
1112
Legacy Advisors
Pennsylvania
$153K +$144K +2,075 New
SQA
1113
Simon Quick Advisors
New Jersey
$148K +$138K +1,994 New
PMFA
1114
Plante Moran Financial Advisors
Michigan
$139K +$46.4K +670 +56%
EA
1115
Edge Advisors
Georgia
$134K +$125K +1,809 New
M
1116
MOTCO
Texas
$129K -$4.78K -69 -4%
SFS
1117
Sowell Financial Services
Arkansas
$128K +$111K +1,610 New
FNB
1118
Farmers National Bank
Kentucky
$127K – – –
CGT
1119
Capital Guardian Trust
California
$127K +$22.7K +328 +24%
CLM
1120
ClearBridge LLC (Maryland)
Maryland
$113K -$27.7K -400 -21%
CHC
1121
City Holding Co
West Virginia
$113K – – –
BCM
1122
Blume Capital Management
California
$111K -$16.1K -233 -13%
CFG
1123
CKW Financial Group
Hawaii
$111K – – –
VIM
1124
Veritas Investment Management
United Kingdom
$111K – – –
SIAP
1125
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$111K +$104K +1,500 New
43 44
45
46 47