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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
ECG
1101
Edge Capital Group
Georgia
$1.91M +$320K +1,113 +21%
RIM
1102
Redwood Investment Management
Arizona
$1.9M -$31.6K -110 -2%
OWP
1103
Obermeyer Wealth Partners
Colorado
$1.9M -$115K -399 -6%
SCI
1104
S&CO Inc
Massachusetts
$1.9M – – –
PGWM
1105
Parisi Gray Wealth Management
New Jersey
$1.89M +$3.16K +11 +0.2%
WFC
1106
Western Financial Corp
California
$1.88M +$111K +386 +6%
AWA
1107
Arkadios Wealth Advisors
Georgia
$1.86M -$291K -1,013 -14%
CWM
1108
Chesapeake Wealth Management
Virginia
$1.86M -$64.1K -223 -3%
AWM
1109
Axxcess Wealth Management
California
$1.84M +$22.7K +79 +1%
WTA
1110
Washington Trust Advisors
Massachusetts
$1.84M +$8.33K +29 +0.5%
GWM
1111
Geneos Wealth Management
Colorado
$1.84M +$89.9K +313 +5%
DI
1112
Diligent Investors
California
$1.84M -$14.4K -50 -0.8%
CAG
1113
Crestwood Advisors Group
Massachusetts
$1.83M +$143K +496 +9%
BMCM
1114
Bryn Mawr Capital Management
Pennsylvania
$1.83M -$65.8K -229 -4%
AWC
1115
Abundance Wealth Counselors
Pennsylvania
$1.82M +$2.3K +8 +0.1%
BB
1116
Busey Bank
Illinois
$1.82M -$39.4K -137 -2%
ONB
1117
Old National Bancorp
Indiana
$1.82M +$10.3K +36 +0.6%
CCFCSB
1118
Cape Cod Five Cents Savings Bank
Massachusetts
$1.81M – – –
WBC
1119
Westpac Banking Corp
Australia
$1.81M – – –
AAS
1120
Ameritas Advisory Services
Nebraska
$1.8M +$637K +2,217 +58%
WIA
1121
World Investment Advisors
California
$1.8M +$371K +1,292 +27%
WC
1122
Weil Company
California
$1.79M – – –
FCG
1123
Fielder Capital Group
Tennessee
$1.79M +$29.3K +102 +2%
IWM
1124
IHT Wealth Management
Illinois
$1.79M +$253K +879 +17%
IA
1125
Insight Advisors
Pennsylvania
$1.79M -$39.9K -139 -2%
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