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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
GC
1126
GFG Capital
Florida
$738K – – –
PHS
1127
Pekin Hardy Strauss
Illinois
$733K +$19.2K +115 +3%
IA
1128
IFG Advisors
Missouri
$732K +$1.84K +11 +0.3%
BMA
1129
Brooks Moore & Associates
Tennessee
$731K – – –
RWM
1130
Ritholtz Wealth Management
New York
$730K +$63.2K +378 +9%
AB
1131
Atlas Brown
Kentucky
$729K +$20.9K +125 +3%
IC
1132
Intersect Capital
California
$727K +$28.3K +169 +4%
SWM
1133
Spire Wealth Management
Virginia
$726K +$20.1K +120 +3%
H
1134
HoyleCohen
California
$722K -$8.36K -50 -1%
PWPS
1135
Pinnacle Wealth Planning Services
Ohio
$722K +$4.35K +26 +0.6%
LWM
1136
Lyell Wealth Management
California
$721K – – –
RSWM
1137
Robertson Stephens Wealth Management
California
$714K -$10.7K -64 -1%
ECM
1138
Estabrook Capital Management
New York
$713K – – –
CANC
1139
Culbertson A N & Co
Virginia
$711K +$154K +920 +28%
AMC
1140
Asset Management Corp
Illinois
$710K -$83.4K -499 -11%
BFM
1141
Boston Financial Management
Massachusetts
$710K -$54.3K -325 -7%
GP
1142
Girard Partners
Pennsylvania
$710K +$310K +1,854 +78%
TAM
1143
Trillium Asset Management
Massachusetts
$704K -$1K -6 -0.1%
PTP
1144
Platform Technology Partners
New York
$701K -$17.4K -104 -2%
KFS
1145
Kurt F. Somerville
$696K – – –
PIM
1146
Perpetual Investment Management
Australia
$696K +$402K +2,402 +137%
HBT
1147
Hills Bank & Trust
Iowa
$692K – – –
OC
1148
Oakworth Capital
Alabama
$692K +$71.6K +428 +12%
BDFN
1149
Bond & Devick Financial Network
Minnesota
$690K -$16.7K -100 -2%
TCM
1150
Twin Capital Management
Pennsylvania
$690K +$688K +4,116 New
44 45
46
47 48