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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
GWS
1226
Glassman Wealth Services
Virginia
$78K – – –
KLWA
1227
Kelly Lawrence W & Associates
California
$78K – – –
IC
1228
Intersect Capital
California
$77K – – –
FAM
1229
Formidable Asset Management
Ohio
$76K -$415 -5 -0.5%
TCCM
1230
Timber Creek Capital Management
Massachusetts
$76K – – –
SAM
1231
Solaris Asset Management
New York
$74K – – –
ZB
1232
Zions Bancorporation
Utah
$74K +$78.1K +940 New
CB
1233
Community Bank
New York
$72K – – –
VCM
1234
Vigilant Capital Management
Maine
$66K – – –
WA
1235
WealthTrust-Arizona
Arizona
$66K +$25.2K +303 +56%
BRWM
1236
B. Riley Wealth Management
Tennessee
$65K +$12.5K +151 +22%
NSIM
1237
North Star Investment Management
Illinois
$64K -$16.6K -200 -20%
WCM
1238
Westend Capital Management
California
$61K -$1.4M -16,870 -96%
OSNBOA
1239
Old Second National Bank of Aurora
Illinois
$59K – – –
DOA
1240
D'Orazio & Associates
Virginia
$56K – – –
FNYS
1241
First New York Securities
New York
$54.7K +$58.2K +700 New
FA
1242
Financial Advantage
Maryland
$53K – – –
HF
1243
Hoxton Financial
West Virginia
$52K -$83.1K -1,000 -60%
OC
1244
Oakworth Capital
Alabama
$51K – – –
PC
1245
Permit Capital
Pennsylvania
$51K – – –
WCM
1246
Wealthcare Capital Management
Virginia
$50K +$3.07K +37 +6%
CFG
1247
CKW Financial Group
Hawaii
$50K +$20.6K +248 +63%
BAM
1248
Bruderman Asset Management
New York
$50K +$53.4K +643 New
WP
1249
WealthPLAN Partners
Nebraska
$48K +$49.3K +593 New
SFWA
1250
Summit Financial Wealth Advisors
Louisiana
$46K +$35.2K +424 +283%
48 49
50
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