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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
VFA
1176
Voya Financial Advisors
Connecticut
$214K +$228K +2,745 New
CA
1177
Capital Advantage
California
$213K – – –
BWA
1178
Burt Wealth Advisors
Maryland
$212K – – –
SAM
1179
Security Asset Management
New York
$211K – – –
WA
1180
WFG Advisors
Texas
$208K -$251K -3,027 -53%
SFI
1181
SPC Financial Inc
Maryland
$208K – – –
FA
1182
Fagan Associates
New York
$207K +$1.25K +15 +0.6%
HW
1183
Hancock Whitney
Mississippi
$204K -$2.84M -34,225 -93%
CD
1184
Carl Domino
Florida
$204K -$166K -2,000 -43%
BCM
1185
Blume Capital Management
California
$204K +$33.2K +400 +18%
EP
1186
Elkhorn Partners
Nebraska
$203K +$8.31K +100 +4%
NPIT
1187
National Penn Investors Trust
Pennsylvania
$201K -$1.25K -15 -0.6%
W
1188
Wealthfront
California
$195K +$7.31K +88 +4%
AW
1189
Alpha Windward
Massachusetts
$182K -$3.9K -47 -2%
PCM
1190
Prelude Capital Management
New York
$180K +$191K +2,300 New
BL
1191
Balentine LLC
Georgia
$179K +$191K +2,295 New
LNB
1192
Ledyard National Bank
$171K -$15.8K -190 -8%
MMG
1193
Monetary Management Group
Missouri
$164K -$214K -2,575 -55%
BBPWM
1194
Blue Bell Private Wealth Management
Pennsylvania
$159K – – –
HP
1195
Hikari Power
Japan
$156K – – –
TNB
1196
Thomasville National Bank
Georgia
$155K +$164K +1,975 New
FWM
1197
Focused Wealth Management
New York
$151K +$166 +2 +0.1%
ASN
1198
Advisory Services Network
Georgia
$149K +$81.2K +977 +110%
HCM
1199
Horan Capital Management
Maryland
$143K +$153K +1,837 New
LWM
1200
Lenox Wealth Management
Ohio
$140K -$7.31K -88 -5%
46 47
48
49 50