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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
1251
Optimum Investment Advisors
Illinois
$337K – – –
TYCC
1252
Texas Yale Capital Corp
Florida
$337K – – –
BG
1253
Bahl & Gaynor
Ohio
$336K +$102K +855 +46%
M
1254
MOTCO
Texas
$335K +$57.4K +480 +22%
CM
1255
Castleark Management
Illinois
$333K – – –
MIC
1256
Means Investment Company
Maine
$333K +$478 +4 +0.2%
HFA
1257
Huber Financial Advisors
Illinois
$332K -$12K -100 -4%
BOPW
1258
Brandywine Oak Private Wealth
Pennsylvania
$332K +$3.82K +32 +1%
SCA
1259
Stonebridge Capital Advisors
Minnesota
$330K -$3.23K -27 -1%
TFS
1260
Thoroughbred Financial Services
Tennessee
$330K – – –
LWM
1261
Liberty Wealth Management
California
$330K +$22.6K +189 +8%
PHS
1262
Pekin Hardy Strauss
Illinois
$329K – – –
IAN
1263
Integrated Advisors Network
Texas
$329K +$315K +2,639 New
SIA
1264
Strategic Investment Advisors
Michigan
$327K +$48.4K +405 +18%
EF
1265
Empirical Finance
Pennsylvania
$327K +$112K +939 +56%
BSB
1266
Bangor Savings Bank
Maine
$326K +$84.4K +706 +37%
AA
1267
Advisory Alpha
Michigan
$325K -$8.37K -70 -3%
ER
1268
Enlightenment Research
Florida
$324K – – –
IFAM
1269
Institutional & Family Asset Management
Colorado
$321K -$5.62K -47 -2%
RHAM
1270
Round Hill Asset Management
California
$321K -$3.94K -33 -1%
LA
1271
Legacy Advisors
Pennsylvania
$321K – – –
SFI
1272
SPC Financial Inc
Maryland
$321K +$33.7K +282 +12%
KPW
1273
Kore Private Wealth
New York
$319K +$32.1K +269 +12%
SLA
1274
Silver Lake Advisory
Utah
$315K +$359 +3 +0.1%
EVM
1275
Evelyn V. Moreno
$311K – – –
49 50
51
52 53