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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
BBPWM
1176
Blue Bell Private Wealth Management
Pennsylvania
$159K – – –
PMFA
1177
Plante Moran Financial Advisors
Michigan
$159K +$36K +454 +28%
RWM
1178
Raffa Wealth Management
District of Columbia
$157K +$159K +2,006 +11,144%
HP
1179
Hikari Power
Japan
$155K – – –
CCS
1180
Crosspoint Capital Strategies
California
$140K +$127K +1,600 +800%
FNYS
1181
First New York Securities
New York
$140K +$87.3K +1,100 +157%
LWM
1182
Lenox Wealth Management
Ohio
$138K -$1.67K -21 -1%
AIM
1183
Advantage Investment Management
Iowa
$133K -$2.38K -30 -2%
RI
1184
Redwood Investments
Massachusetts
$132K – – –
BAM
1185
Brave Asset Management
New Jersey
$124K – – –
AWS
1186
Aris Wealth Services
Pennsylvania
$121K +$25.6K +323 +26%
CWM
1187
Catamount Wealth Management
Connecticut
$120K -$15.7K -198 -11%
MWP
1188
MYCIO Wealth Partners
Pennsylvania
$118K +$3.25K +41 +3%
BCM
1189
Blume Capital Management
California
$117K -$88.3K -1,113 -43%
VIM
1190
Veritas Investment Management
United Kingdom
$117K +$207K +2,612 +174%
CHC
1191
City Holding Co
West Virginia
$115K – – –
NYLT
1192
New York Life Trust
New York
$112K +$18.9K +238 +20%
CAL
1193
Capital Analysts LLC
Pennsylvania
$104K -$28.2K -356 -21%
M
1194
MOTCO
Texas
$103K +$793 +10 +0.8%
DAM
1195
Delta Asset Management
Tennessee
$95K – – –
CA
1196
CapWealth Advisors
Tennessee
$93K – – –
HCM
1197
Highlander Capital Management
New Jersey
$93K – – –
GAM
1198
Gemmer Asset Management
California
$92K -$1.11K -14 -1%
MCM
1199
MV Capital Management
Maryland
$91K -$2.7K -34 -3%
CG
1200
Colony Group
Massachusetts
$90K +$90.4K +1,140 +6,000%
46 47
48
49 50