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AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
1176
PFG Advisors
Arizona
$672K +$44K +297 +7%
TWA
1177
TCI Wealth Advisors
Arizona
$672K -$8.89K -60 -1%
LIM
1178
Leavell Investment Management
Alabama
$668K -$15.4K -104 -2%
LA
1179
Lifeworks Advisors
Michigan
$667K -$128K -862 -16%
EIM
1180
Ervin Investment Management
Washington
$666K – – –
AFG
1181
Allegheny Financial Group
Pennsylvania
$665K +$2.52K +17 +0.4%
MIM
1182
Meridiem Investment Management
United Kingdom
$665K +$222K +1,500 +50%
SC
1183
Schulhoff & Co
Ohio
$663K – – –
IFG
1184
Independent Financial Group
California
$662K -$6.52K -44 -1%
HH
1185
Hilltop Holdings
Texas
$660K +$19.9K +134 +3%
GVAG
1186
Great Valley Advisor Group
Delaware
$656K +$208K +1,401 +46%
WPC
1187
Wedmont Private Capital
Pennsylvania
$655K -$11.6K -78 -2%
LA
1188
Legacy Advisors
Pennsylvania
$654K +$25.9K +175 +4%
C
1189
CFO4Life
Texas
$654K +$656K +4,426 New
CG
1190
CFO4Life Group
Texas
$654K +$656K +4,426 New
AIM
1191
Alhambra Investment Management
Florida
$653K – – –
IA
1192
IFG Advisors
Missouri
$650K +$889 +6 +0.1%
RFG
1193
RFP Financial Group
Georgia
$648K +$649K +4,383 New
CIA
1194
Capital Investment Advisors
Georgia
$646K +$132K +893 +26%
RCM
1195
RB Capital Management
Nevada
$645K -$3.41K -23 -0.5%
BMA
1196
Brooks Moore & Associates
Tennessee
$645K – – –
AB
1197
Atlas Brown
Kentucky
$643K – – –
CPO
1198
Cerity Partners OCIO
New York
$642K -$2.07K -14 -0.3%
LWAC
1199
Laurel Wealth Advisors (California)
California
$642K +$39.1K +264 +6%
HGERS
1200
Householder Group Estate & Retirement Specialist
Arizona
$641K +$2.07K +14 +0.3%
46 47
48
49 50