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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
GA
1226
GoalVest Advisory
New York
$597K -$12.7K -77 -2%
CPO
1227
Cerity Partners OCIO
New York
$595K -$14.4K -87 -2%
HH
1228
Hilltop Holdings
Texas
$595K +$661 +4 +0.1%
STA
1229
Summit Trail Advisors
New York
$595K +$310K +1,877 +78%
KA
1230
Kovack Advisors
Florida
$594K -$31.7K -192 -4%
EWM
1231
Evermay Wealth Management
Virginia
$593K -$57.8K -350 -8%
ECM
1232
Estabrook Capital Management
New York
$592K – – –
WA
1233
WBH Advisory
Maryland
$592K +$165 +1 +0%
PWPS
1234
Pinnacle Wealth Planning Services
Ohio
$590K -$39.5K -239 -5%
ONB
1235
Old National Bancorp
Indiana
$590K +$306K +1,852 +77%
TAM
1236
Trillium Asset Management
Massachusetts
$589K +$7.43K +45 +1%
EL
1237
EMFO LLC
Florida
$589K +$124K +750 +21%
KFP
1238
KB Financial Partners
New Jersey
$587K -$84.9K -514 -11%
WSC
1239
Wellington Shields & Co
New York
$585K -$1.11M -6,720 -61%
BAM
1240
Byrne Asset Management
New Jersey
$583K -$27.9K -169 -4%
TPWM
1241
Twelve Points Wealth Management
Massachusetts
$583K – – –
HWA
1242
Heritage Wealth Advisors
Virginia
$583K +$171K +1,037 +33%
LA
1243
Legacy Advisors
Pennsylvania
$581K -$141K -852 -17%
DIP
1244
DT Investment Partners
Pennsylvania
$579K – – –
DF
1245
Donoghue Forlines
Massachusetts
$579K +$40.5K +245 +6%
EH
1246
Equitable Holdings
New York
$578K -$46.9K -284 -6%
LS
1247
Livforsakringsbolaget Skandia
Sweden
$574K -$347K -2,100 -34%
HBT
1248
Hills Bank & Trust
Iowa
$573K – – –
SIM
1249
Sentry Investment Management
Wisconsin
$571K -$132K -802 -16%
BDFN
1250
Bond & Devick Financial Network
Minnesota
$571K – – –
48 49
50
51 52