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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
IIC
1226
Integrated Investment Consultants
Michigan
$333K – – –
MCM
1227
Maryland Capital Management
Maryland
$331K – – –
PCA
1228
Personal Capital Advisors
California
$331K +$3.41K +29 +1%
MWM
1229
Mission Wealth Management
California
$330K -$30.7K -261 -9%
CM
1230
Castleark Management
Illinois
$330K – – –
CPA
1231
Clear Perspective Advisors
Illinois
$329K -$27.1K -231 -8%
HFA
1232
Huber Financial Advisors
Illinois
$329K – – –
BOPW
1233
Brandywine Oak Private Wealth
Pennsylvania
$329K +$2K +17 +0.6%
RFA
1234
Reilly Financial Advisors
California
$328K +$587 +5 +0.2%
TFS
1235
Thoroughbred Financial Services
Tennessee
$328K +$22K +187 +8%
M
1236
MOTCO
Texas
$327K -$3.64K -31 -1%
HAIM
1237
Hunter Associates Investment Management
Pennsylvania
$326K – – –
RHAM
1238
Round Hill Asset Management
California
$323K -$16.4K -140 -5%
NC
1239
Noked Capital
Israel
$321K -$164K -1,400 -35%
NI
1240
Noked Israel
Israel
$321K -$164K -1,400 -35%
OWP
1241
Obermeyer Wealth Partners
Colorado
$320K – – –
AA
1242
Advisory Alpha
Michigan
$319K +$2.47K +21 +0.8%
MIC
1243
Means Investment Company
Maine
$318K +$26K +221 +10%
HH
1244
Hilltop Holdings
Texas
$317K +$31.4K +267 +12%
CIC
1245
Carnegie Investment Counsel
Ohio
$316K – – –
NNP
1246
Nachman Norwood & Parrott
South Carolina
$316K +$11.7K +100 +4%
JFA
1247
JNBA Financial Advisors
Minnesota
$315K +$117K +993 +64%
CA
1248
Centerpoint Advisors
Massachusetts
$314K +$4.23K +36 +1%
SLA
1249
Silver Lake Advisory
Utah
$312K +$352 +3 +0.1%
SCA
1250
Stonebridge Capital Advisors
Minnesota
$311K -$940 -8 -0.3%
48 49
50
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