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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
1176
SeaBridge Investment Advisors
New Jersey
$65K +$66.7K +741 New
DOA
1177
D'Orazio & Associates
Virginia
$63K – – –
FA
1178
Financial Advantage
Maryland
$60K – – –
LWA
1179
Lenox Wealth Advisors
New York
$60K +$61.9K +688 New
OC
1180
Oakworth Capital
Alabama
$59K – – –
PC
1181
Permit Capital
Pennsylvania
$57K – – –
BRWM
1182
B. Riley Wealth Management
Tennessee
$56K -$3.51K -39 -6%
TCM
1183
Tradewinds Capital Management
Washington
$56K – – –
SAM
1184
Solaris Asset Management
New York
$53K – – –
WCM
1185
Wealthcare Capital Management
Virginia
$53K – – –
SAC
1186
Smith Affiliated Capital
New York
$50.3K – – –
HPBT
1187
High Point Bank & Trust
North Carolina
$49K – – –
WA
1188
WealthTrust-Arizona
Arizona
$48K +$10.4K +115 +27%
TFO
1189
Tarbox Family Office
California
$44K -$26.5K -294 -37%
QAM
1190
QCI Asset Management
New York
$44K – – –
WCMN
1191
Westchester Capital Management (Nebraska)
Nebraska
$44K – – –
SCA
1192
Strategic Capital Alternatives
United States
$38K +$39.3K +436 New
GI
1193
Gradient Investments
Minnesota
$37K – – –
TDC
1194
Thompson Davis & Co
Virginia
$37K +$15.8K +176 +70%
PFO
1195
Pathstone Family Office
New Jersey
$37K +$37.8K +420 New
TFA
1196
Transamerica Financial Advisors
Florida
$36K -$32.4K -360 -47%
IMS
1197
Index Management Solutions
Pennsylvania
$35K +$5.04K +56 +16%
CFG
1198
CKW Financial Group
Hawaii
$34K – – –
RFA
1199
Reilly Financial Advisors
California
$33K +$2.97K +33 +10%
CCS
1200
Crosspoint Capital Strategies
California
$32K – – –
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