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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
CL
1226
Choreo LLC
Illinois
$298K +$286K +2,722 New
AA
1227
Advisory Alpha
Michigan
$297K – – –
NFC
1228
Northeast Financial Consultants
Connecticut
$297K +$285K +2,713 New
GBBWRPM
1229
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$296K -$105 -1 -0%
BFA
1230
Beaumont Financial Advisors
Massachusetts
$295K – – –
IIC
1231
Integrated Investment Consultants
Michigan
$295K – – –
HWA
1232
Heritage Wealth Advisors
Virginia
$294K -$22K -209 -7%
M
1233
MOTCO
Texas
$293K -$18.4K -175 -6%
MCM
1234
Maryland Capital Management
Maryland
$293K – – –
CM
1235
Castleark Management
Illinois
$292K – – –
HFA
1236
Huber Financial Advisors
Illinois
$291K +$280K +2,665 New
BOPW
1237
Brandywine Oak Private Wealth
Pennsylvania
$290K +$10.2K +97 +4%
RFA
1238
Reilly Financial Advisors
California
$290K +$51.4K +489 +23%
PCA
1239
Personal Capital Advisors
California
$290K +$278K +2,649 New
HAIM
1240
Hunter Associates Investment Management
Pennsylvania
$289K – – –
FM
1241
Foster & Motley
Ohio
$288K +$277K +2,632 New
BCM
1242
Brookstone Capital Management
Illinois
$286K +$31.3K +298 +13%
MAM
1243
Meeder Asset Management
Ohio
$286K +$106K +1,006 +62%
SGAM
1244
Steinberg Global Asset Management
Florida
$284K +$273K +2,595 New
OWP
1245
Obermeyer Wealth Partners
Colorado
$283K – – –
AAM
1246
Aureus Asset Management
Massachusetts
$281K – – –
AAM
1247
Autus Asset Management
Arizona
$280K -$50.4K -480 -16%
AP
1248
Appleton Partners
Massachusetts
$280K -$18.4K -175 -6%
CIC
1249
Carnegie Investment Counsel
Ohio
$280K – – –
MCM
1250
MAI Capital Management
Ohio
$277K +$35.2K +335 +15%
48 49
50
51 52