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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
1226
Beaumont Financial Advisors
Massachusetts
$257K +$27.3K +261 +11%
IIC
1227
Integrated Investment Consultants
Michigan
$257K +$40.3K +385 +17%
KA
1228
Kovack Advisors
Florida
$256K +$16.1K +154 +6%
CM
1229
Castleark Management
Illinois
$255K – – –
MCM
1230
Maryland Capital Management
Maryland
$255K – – –
TWM
1231
Titus Wealth Management
California
$254K -$5.23K -50 -2%
S
1232
Surevest
California
$254K +$279K +2,668 New
HAIM
1233
Hunter Associates Investment Management
Pennsylvania
$252K – – –
LA
1234
Legacy Advisors
Pennsylvania
$249K +$1.15K +11 +0.4%
NA
1235
Navellier & Associates
Nevada
$248K -$20.9K -200 -7%
AIM
1236
Advantage Investment Management
Iowa
$248K +$10.6K +101 +4%
KLI
1237
Kelman-Lazarov Inc
Tennessee
$247K -$20.9K -200 -7%
OWP
1238
Obermeyer Wealth Partners
Colorado
$247K – – –
ACA
1239
Anchor Capital Advisors
Massachusetts
$246K -$10K -96 -4%
HB
1240
Homrich & Berg
Georgia
$246K +$15.5K +148 +6%
AAM
1241
Aureus Asset Management
Massachusetts
$245K – – –
CAMG
1242
CWA Asset Management Group
Florida
$245K +$58.1K +555 +27%
SB
1243
Strategic Blueprint
Georgia
$245K +$269K +2,568 New
CIC
1244
Carnegie Investment Counsel
Ohio
$244K -$83.1K -794 -24%
BOPW
1245
Brandywine Oak Private Wealth
Pennsylvania
$243K +$268K +2,557 New
MIM
1246
Montgomery Investment Management
Maryland
$242K – – –
VWM
1247
Venturi Wealth Management
Texas
$240K -$6.68M -63,879 -96%
IOOF
1248
Independent Order of Foresters
Ontario, Canada
$240K -$3.14K -30 -1%
SLA
1249
Silver Lake Advisory
Utah
$240K +$419 +4 +0.2%
BOS
1250
Bingham Osborn & Scarborough
California
$240K +$4.08K +39 +2%
48 49
50
51 52