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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
BFM
1126
Boston Financial Management
Massachusetts
$767K +$200K +1,209 +28%
HC
1127
HNP Capital
New York
$760K – – –
VRM
1128
Vectors Research Management
New York
$760K – – –
PC
1129
Pecaut & Co
Iowa
$758K -$33K -200 -4%
SBL
1130
Sargent Bickham Lagudis
Colorado
$754K +$28.4K +172 +3%
JC
1131
JB Capital
Connecticut
$754K +$95.1K +576 +12%
OR
1132
Olympiad Research
Connecticut
$753K +$150K +911 +20%
FFM
1133
Forum Financial Management
Illinois
$751K +$49.6K +300 +6%
BTWM
1134
Baker Tilly Wealth Management
Wisconsin
$750K -$62.8K -380 -7%
WMC
1135
Westwood Management Corporation
Illinois
$749K – – –
WW
1136
Waterfront Wealth
Kansas
$744K +$366K +2,216 +70%
RMC
1137
Resources Management Corp
Connecticut
$743K – – –
KAM
1138
Knightsbridge Asset Management
California
$742K +$430K +2,604 +95%
BJL
1139
Brighton Jones LLC
Washington
$739K -$5.29K -32 -0.6%
IFG
1140
Independent Financial Group
California
$737K +$119K +723 +16%
WCM
1141
Weik Capital Management
Pennsylvania
$737K +$192K +1,165 +28%
VT
1142
Vise Technologies
New York
$737K +$348K +2,106 +66%
IP
1143
Intellectus Partners
California
$736K +$186K +1,126 +27%
AWC
1144
Abundance Wealth Counselors
Pennsylvania
$735K -$495K -2,997 -36%
BAAM
1145
Baker Avenue Asset Management
California
$735K -$157K -948 -15%
CWS
1146
Confluence Wealth Services
Pennsylvania
$735K +$34K +206 +5%
PFBT
1147
Parkside Financial Bank & Trust
Missouri
$733K -$6.28K -38 -0.7%
LCM
1148
Lewis Capital Management
California
$731K -$5.29K -32 -0.6%
ESCM
1149
Echo Street Capital Management
New York
$719K +$578K +3,502 +208%
BAM
1150
Boyar Asset Management
New York
$716K -$116K -701 -12%
44 45
46
47 48