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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
3IP
1201
3Chopt Investment Partners
Virginia
$730K +$29K +175 +4%
JA
1202
JLB & Associates
Michigan
$729K +$107K +643 +17%
AIM
1203
Alhambra Investment Management
Florida
$729K – – –
KI
1204
Kula Investments
Illinois
$728K +$231K +1,391 +46%
IA
1205
IFG Advisors
Missouri
$727K +$664 +4 +0.1%
CG
1206
CFO4Life Group
Texas
$725K -$5.31K -32 -0.7%
GVAG
1207
Great Valley Advisor Group
Delaware
$723K -$10.6K -64 -1%
TPWM
1208
Twelve Points Wealth Management
Massachusetts
$721K +$28.2K +170 +4%
LA
1209
Lifeworks Advisors
Michigan
$719K -$25.9K -156 -3%
AB
1210
Atlas Brown
Kentucky
$718K – – –
WSC
1211
Wellington Shields & Co
New York
$713K +$16.6K +100 +2%
BDFN
1212
Bond & Devick Financial Network
Minnesota
$712K +$33.2K +200 +5%
GCP
1213
GSA Capital Partners
United Kingdom
$711K -$345K -2,080 -33%
BFM
1214
Boston Financial Management
Massachusetts
$711K -$101K -610 -12%
BAM
1215
Byrne Asset Management
New Jersey
$709K -$89.7K -541 -11%
FWTB
1216
First Western Trust Bank
Colorado
$708K +$17.3K +104 +2%
ECM
1217
Estabrook Capital Management
New York
$705K – – –
BW
1218
Basepoint Wealth
Iowa
$704K -$498 -3 -0.1%
BAM
1219
Beaumont Asset Management
Texas
$703K -$9.12K -55 -1%
FFN
1220
Focus Financial Network
Minnesota
$702K +$47.9K +289 +7%
HH
1221
Hilltop Holdings
Texas
$698K -$39.3K -237 -5%
BMC
1222
Benin Management Corp
Connecticut
$698K +$16.6K +100 +2%
AP
1223
Adero Partners
California
$698K +$829 +5 +0.1%
HWA
1224
Heritage Wealth Advisors
Virginia
$694K – – –
CWS
1225
Cypress Wealth Services
California
$694K -$17.8K -107 -2%
47 48
49
50 51