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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
BBPWM
1151
Blue Bell Private Wealth Management
Pennsylvania
$162K +$10.8K +140 +7%
RWM
1152
Raffa Wealth Management
District of Columbia
$156K +$5.77K +75 +4%
PI
1153
PineBridge Investments
New York
$155K +$161K +2,097 New
HP
1154
Hikari Power
Japan
$148K – – –
LWM
1155
Lenox Wealth Management
Ohio
$136K +$4.16K +54 +3%
BCM
1156
Brookstone Capital Management
Illinois
$132K -$116K -1,506 -46%
RI
1157
Redwood Investments
Massachusetts
$126K – – –
JWA
1158
JFS Wealth Advisors
Pennsylvania
$125K +$130K +1,690 New
GWM
1159
Gupta Wealth Management
California
$124K -$88K -1,144 -41%
CHC
1160
City Holding Co
West Virginia
$122K +$13.2K +171 +12%
BAM
1161
Brave Asset Management
New Jersey
$118K – – –
RIM
1162
Reliant Investment Management
Tennessee
$115K +$120K +1,556 New
CWM
1163
Catamount Wealth Management
Connecticut
$114K – – –
SI
1164
Sentry Investments
Ontario, Canada
$113K +$32.2M +417,900 +38%
VIM
1165
Veritas Investment Management
United Kingdom
$111K -$201K -2,612 -64%
MWP
1166
MYCIO Wealth Partners
Pennsylvania
$111K -$1.08K -14 -0.9%
BCM
1167
Blume Capital Management
California
$111K – – –
NYLT
1168
New York Life Trust
New York
$110K +$3.23K +42 +3%
CG
1169
Colony Group
Massachusetts
$110K +$25.5K +331 +29%
M
1170
MOTCO
Texas
$102K +$4.31K +56 +4%
PMFA
1171
Plante Moran Financial Advisors
Michigan
$101K -$52.9K -688 -34%
KF
1172
Krilogy Financial
Missouri
$100K +$135K +1,753 New
CGT
1173
Capital Guardian Trust
California
$99K -$63.1K -820 -38%
LS
1174
Lupo Securities
Illinois
$98K +$28.9K +375 +39%
EWM
1175
Edge Wealth Management
New York
$97K -$8.18M -106,286 -99%
45 46
47
48 49