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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1101
Sawgrass Asset Management
Florida
$2.2M -$127K -378 -5%
VC
1102
Veracity Capital
Georgia
$2.19M -$52.3K -156 -2%
TWIM
1103
TIAA Wealth Investment Management
New York
$2.19M +$2.42M +7,225 New
GWP
1104
Gen-Wealth Partners
Michigan
$2.18M +$316K +941 +15%
BB
1105
Berkshire Bank
Massachusetts
$2.17M +$246K +734 +11%
SSCA
1106
South Shore Capital Advisors
Massachusetts
$2.16M -$124K -370 -5%
HDA
1107
Harold Davidson & Associates
California
$2.15M -$32.2K -96 -1%
BCM
1108
Boltwood Capital Management
California
$2.15M -$11.7K -35 -0.5%
IP
1109
Intellectus Partners
California
$2.13M +$31.2K +93 +1%
O
1110
Ossiam
France
$2.12M +$671 +2 +0%
PCMNC
1111
Piedmont Capital Management (North Carolina)
North Carolina
$2.12M -$1.34K -4 -0.1%
AF
1112
Ally Financial
Michigan
$2.12M +$2.35M +7,000 New
WMWM
1113
Whitaker-Myers Wealth Managers
Ohio
$2.12M +$2.35M +7,000 New
GBT
1114
Grove Bank & Trust
Florida
$2.11M +$299K +893 +15%
NAG
1115
Northstar Advisory Group
New Jersey
$2.09M +$528K +1,574 +29%
WIM
1116
WealthPlan Investment Management
Nebraska
$2.09M +$1.05M +3,119 +83%
ML
1117
McAdam LLC
Pennsylvania
$2.08M +$21.8K +65 +1%
BIM
1118
Baldwin Investment Management
Pennsylvania
$2.08M – – –
KF
1119
Krilogy Financial
Missouri
$2.06M -$32.9K -98 -2%
FHA
1120
Flagship Harbor Advisors
Massachusetts
$2.06M -$164K -488 -7%
FPCP
1121
Fort Point Capital Partners
California
$2.05M +$45.3K +135 +2%
BFG
1122
Beacon Financial Group
Texas
$2.05M +$35.5K +106 +2%
RMAM
1123
Raab & Moskowitz Asset Management
New Jersey
$2.05M -$7.71K -23 -0.3%
IWA
1124
Icon Wealth Advisors
Texas
$2.05M -$579K -1,727 -21%
MWM
1125
Meridian Wealth Management
Kentucky
$2.04M +$110K +327 +5%
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