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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
APW
1176
Acima Private Wealth
Virginia
$343K – – –
BWA
1177
Burt Wealth Advisors
Maryland
$343K +$3.99K +38 +1%
AI
1178
Accredited Investors
Minnesota
$338K +$34.3K +326 +12%
IUHSA
1179
Itau Unibanco Holding S.A.
Brazil
$334K – – –
NAMP
1180
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$334K – – –
RIM
1181
Reliant Investment Management
Tennessee
$334K – – –
TL
1182
TrueWealth LLC
Georgia
$333K – – –
FFBTD
1183
First Financial Bank - Trust Division
Ohio
$332K – – –
SIC
1184
Salem Investment Counselors
North Carolina
$331K +$1.26K +12 +0.4%
AC
1185
Abbrea Capital
California
$329K +$7.88K +75 +3%
FLPIM
1186
F.L. Putnam Investment Management
Massachusetts
$328K -$58K -552 -16%
CAM
1187
Cypress Asset Management
Texas
$328K -$5.25K -50 -2%
1IA
1188
1834 Investment Advisors
Wisconsin
$328K – – –
ACM
1189
AUA Capital Management
Pennsylvania
$328K – – –
MHIM
1190
MacNealy Hoover Investment Management
Ohio
$328K – – –
PSG
1191
Planning Solutions Group
Maryland
$328K – – –
SMH
1192
Sanders Morris Harris
Texas
$328K – – –
VCM
1193
Violich Capital Management
California
$328K – – –
IFAM
1194
Institutional & Family Asset Management
Colorado
$327K -$387K -3,678 -55%
PHAM
1195
Palisades Hudson Asset Management
Florida
$327K -$70.4K -670 -18%
OWA
1196
Outlook Wealth Advisors
Texas
$324K -$241K -2,292 -44%
CPA
1197
Clear Perspective Advisors
Illinois
$324K +$304K +2,896 New
SAM
1198
SignalPoint Asset Management
Missouri
$322K +$10.5K +100 +4%
CL
1199
CPWM LLC
Washington
$321K – – –
MWM
1200
Mission Wealth Management
California
$321K +$19.3K +184 +7%
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