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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
BFM
1201
Boston Financial Management
Massachusetts
$719K -$29K -180 -4%
SIM
1202
Sentry Investment Management
Wisconsin
$718K +$171K +1,062 +35%
BMC
1203
Benin Management Corp
Connecticut
$717K -$18.7K -116 -3%
BIM
1204
Baldwin Investment Management
Pennsylvania
$716K – – –
SFG
1205
Summit Financial Group
West Virginia
$716K – – –
PSFG
1206
Prairie Sky Financial Group
Illinois
$714K +$662K +4,100 New
EWM
1207
Evermay Wealth Management
Virginia
$714K -$10.2K -63 -2%
MWM
1208
Meridian Wealth Management
Kentucky
$712K -$7.42K -46 -1%
FWTB
1209
First Western Trust Bank
Colorado
$707K -$37.8K -234 -5%
RGI
1210
River Global Investors
United Kingdom
$707K -$465K -2,880 -41%
QPWM
1211
Quadrant Private Wealth Management
Pennsylvania
$705K +$23.7K +147 +4%
CPIG
1212
Chicago Partners Investment Group
Illinois
$704K +$177K +1,098 +35%
FAFN
1213
First Affirmative Financial Network
Colorado
$701K +$64.4K +399 +11%
SIC
1214
Salem Investment Counselors
North Carolina
$700K +$5.16K +32 +0.8%
OWA
1215
Outlook Wealth Advisors
Texas
$699K +$156K +964 +32%
CA
1216
Centerpoint Advisors
Massachusetts
$696K – – –
SF
1217
Summit Financial
New Jersey
$693K +$642K +3,977 New
OC
1218
Oakworth Capital
Alabama
$693K +$1.61K +10 +0.3%
ONB
1219
Old National Bancorp
Indiana
$688K +$5.16K +32 +0.8%
PA
1220
PFG Advisors
Arizona
$687K +$5.97K +37 +0.9%
RDWM
1221
Red Door Wealth Management
Tennessee
$687K +$636K +3,943 New
GFG
1222
Greystone Financial Group
Michigan
$685K -$125K -775 -16%
TFS
1223
Thoroughbred Financial Services
Tennessee
$684K +$161 +1 +0%
LCM
1224
Lazari Capital Management
California
$678K +$628K +3,890 New
TPWM
1225
Twelve Points Wealth Management
Massachusetts
$676K -$79.1K -490 -11%
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