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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
KWA
1176
KCS Wealth Advisory
California
$325K +$314K +3,415 New
OMIC
1177
Old Mission Investment Co
Michigan
$324K +$314K +3,407 New
EWM
1178
EPG Wealth Management
Georgia
$324K +$152K +1,653 +94%
PG
1179
Patten Group
Tennessee
$323K – – –
SB
1180
Sunflower Bank
Texas
$323K +$313K +3,397 New
CSA
1181
Cottage Street Advisors
Massachusetts
$322K – – –
DCM
1182
Donaldson Capital Management
Indiana
$321K -$5.52K -60 -2%
FCBT
1183
First Citizens Bank & Trust
North Carolina
$320K -$16.8K -183 -5%
CAMG
1184
CWA Asset Management Group
Florida
$320K +$36.3K +394 +13%
NFG
1185
Next Financial Group
Texas
$319K -$188K -2,039 -38%
TMAM
1186
Tokio Marine Asset Management
Japan
$319K +$38.3K +416 +14%
CWM
1187
Cornerstone Wealth Management
Missouri
$317K -$289K -3,138 -49%
SRC
1188
Shufro Rose & Co
New York
$317K – – –
QCM
1189
Quest Capital Management
Texas
$315K -$6.54K -71 -2%
WPC
1190
Waters Parkerson & Co
Louisiana
$314K -$1.47K -16 -0.5%
CH
1191
Canton Hathaway
Rhode Island
$314K – – –
SC
1192
Saybrook Capital
North Carolina
$314K – – –
LCAM
1193
London & Capital Asset Management
United Kingdom
$313K +$303K +3,288 New
HWA
1194
Heritage Wealth Advisors
Virginia
$312K – – –
CYG
1195
Clean Yield Group
Vermont
$311K -$29.3K -318 -9%
CAAS
1196
Capital Asset Advisory Services
Michigan
$311K +$38.7K +420 +16%
AP
1197
Appleton Partners
Massachusetts
$310K -$184 -2 -0.1%
OWP
1198
Obermeyer Wealth Partners
Colorado
$309K – – –
DC
1199
Derby & Company
Massachusetts
$308K +$27.6K +300 +10%
PCS
1200
Personal CFO Solutions
New Jersey
$308K +$54.9K +596 +23%
46 47
48
49 50