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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1176
Dakota Wealth Management
Florida
$855K +$53.4K +332 +8%
RCM
1177
RB Capital Management
Nevada
$853K -$14K -87 -2%
WPW
1178
Waldron Private Wealth
Pennsylvania
$852K -$98.8K -614 -12%
LIM
1179
Leavell Investment Management
Alabama
$852K – – –
3IP
1180
3Chopt Investment Partners
Virginia
$851K +$731K +4,544 New
RSWM
1181
Robertson Stephens Wealth Management
California
$848K -$24.8K -154 -3%
CI
1182
Conning Inc
Connecticut
$847K -$2.42K -15 -0.3%
AWM
1183
Axxcess Wealth Management
California
$844K +$211K +1,310 +41%
FAFN
1184
First Affirmative Financial Network
Colorado
$844K +$31.1K +193 +4%
UCB
1185
United Community Bank
South Carolina
$843K +$725K +4,502 New
BFC
1186
Bedel Financial Consulting
Indiana
$843K -$43.9K -273 -6%
DA
1187
Dover Advisors
Virginia
$842K -$260K -1,614 -26%
OFS
1188
Orrstown Financial Services
Pennsylvania
$842K +$723K +4,494 New
EIM
1189
Ervin Investment Management
Washington
$840K – – –
FCI
1190
Financial Counselors Inc
Kansas
$839K -$28.7K -178 -4%
PPWM
1191
Paragon Private Wealth Management
Kentucky
$835K -$73.4K -456 -9%
RFG
1192
RFP Financial Group
Georgia
$835K +$8.05K +50 +1%
FTWA
1193
Fifth Third Wealth Advisors
Ohio
$834K +$32.8K +204 +5%
RMC
1194
Resources Management Corp
Connecticut
$831K -$56.3K -350 -7%
IA
1195
IFG Advisors
Missouri
$829K +$1.13K +7 +0.2%
PWM
1196
Proathlete Wealth Management
Florida
$828K +$711K +4,420 New
HI
1197
Harbour Investments
Wisconsin
$826K -$256K -1,588 -26%
VI
1198
Versor Investments
New York
$824K +$708K +4,400 New
OHIS
1199
Oak Harvest Investment Services
Texas
$823K -$271K -1,684 -28%
SC
1200
Schulhoff & Co
Ohio
$819K -$19.3K -120 -3%
46 47
48
49 50