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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
1151
Sowell Financial Services
Arkansas
$569K +$5.29K +40 +1%
FMLI
1152
Fukoku Mutual Life Insurance
Japan
$566K – – –
KFP
1153
KB Financial Partners
New Jersey
$564K +$527K +3,985 New
TLP
1154
Trinity Legacy Partners
Texas
$560K – – –
SBSB
1155
Sullivan, Bruyette, Speros & Blaney
Virginia
$559K +$57.7K +437 +12%
GWS
1156
Glassman Wealth Services
Virginia
$558K -$58.7K -444 -10%
V
1157
VeraBank
Texas
$558K -$13.2K -100 -2%
NIM
1158
NuWave Investment Management
New Jersey
$556K -$309K -2,342 -37%
AIM
1159
Acropolis Investment Management
Missouri
$555K -$58.7K -444 -10%
LA
1160
LVW Advisors
New York
$553K +$20.5K +155 +4%
SC
1161
Saybrook Capital
North Carolina
$552K +$79.3K +600 +18%
MIM
1162
Merrion Investment Management
New Jersey
$550K – – –
IC
1163
Intersect Capital
California
$550K +$37.8K +286 +8%
CP
1164
Cumberland Partners
Ontario, Canada
$550K +$65.4K +495 +15%
BAM
1165
Beaumont Asset Management
Texas
$549K +$4.23K +32 +0.8%
KPW
1166
Kore Private Wealth
New York
$548K +$30.5K +231 +6%
ACM
1167
Advisors Capital Management
New Jersey
$548K +$90.9K +688 +22%
BMC
1168
Benin Management Corp
Connecticut
$546K – – –
EB
1169
Eastern Bank
Massachusetts
$545K – – –
IWM
1170
IHT Wealth Management
Illinois
$545K +$32.8K +248 +7%
SCM
1171
Stonebridge Capital Management
California
$543K – – –
MIM
1172
MTM Investment Management
South Carolina
$540K -$7.66K -58 -1%
ITIM
1173
Indiana Trust & Investment Management
Indiana
$540K -$7.4K -56 -1%
KA
1174
Kovack Advisors
Florida
$540K +$16.6K +126 +3%
RWB
1175
RMR Wealth Builders
New Jersey
$540K +$231K +1,747 +84%
45 46
47
48 49