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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
LA
1101
Legacy Advisors
Pennsylvania
$650K +$132K +1,000 +28%
CC
1102
Cipher Capital
New York
$650K +$607K +4,593 New
LFAS
1103
Level Four Advisory Services
Texas
$648K -$112K -845 -16%
SIG
1104
Sargent Investment Group
Maryland
$648K -$9.78K -74 -2%
AIC
1105
Ameritas Investment Company
Nebraska
$644K +$204K +1,543 +51%
SVWAG
1106
Sound View Wealth Advisors Group
Georgia
$643K -$25.6K -194 -4%
BAAM
1107
Baker Avenue Asset Management
California
$641K -$532K -4,027 -47%
ST
1108
Spinnaker Trust
Maine
$639K -$48.5K -367 -8%
BRWM
1109
B. Riley Wealth Management
Tennessee
$634K -$228K -1,725 -28%
CLOS
1110
Compagnie Lombard Odier SCmA
Switzerland
$634K +$107K +810 +22%
RT
1111
Rockland Trust
Massachusetts
$633K -$83.9K -635 -12%
KWA
1112
KCS Wealth Advisory
California
$630K -$160K -1,208 -21%
BMC
1113
Beaton Management Company
Massachusetts
$630K – – –
AFG
1114
Allegheny Financial Group
Pennsylvania
$630K +$264 +2 +0%
CWS
1115
Cypress Wealth Services
California
$628K +$2.91K +22 +0.5%
SF
1116
Symphony Financial
Texas
$627K +$89.1K +674 +19%
FNBOH
1117
First National Bank of Hutchinson
Kansas
$624K +$234K +1,773 +67%
GC
1118
GFG Capital
Florida
$623K -$257K -1,943 -31%
BMA
1119
Brooks Moore & Associates
Tennessee
$617K -$172K -1,300 -23%
H
1120
HoyleCohen
California
$617K – – –
CSPAM
1121
Cary Street Partners Asset Management
Virginia
$617K +$624K +4,724 +9%
ECM
1122
Estabrook Capital Management
New York
$616K -$29.1K -220 -5%
IA
1123
IFG Advisors
Missouri
$615K +$1.98K +15 +0.3%
PFS
1124
Prospera Financial Services
Texas
$613K -$9.64K -73 -2%
BDFN
1125
Bond & Devick Financial Network
Minnesota
$611K -$3.96K -30 -0.7%
43 44
45
46 47