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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1251
Sculati Wealth Management
Michigan
$261K -$49.2K -500 -16%
OIA
1252
Optimum Investment Advisors
Illinois
$261K – – –
MS
1253
Madden Securities
Texas
$261K +$256K +2,600 New
CWM
1254
Chesapeake Wealth Management
Virginia
$260K -$131K -1,331 -34%
RHAM
1255
Round Hill Asset Management
California
$259K – – –
SFI
1256
SPC Financial Inc
Maryland
$259K – – –
MWNA
1257
Marshall Wace North America
New York
$259K +$254K +2,585 New
FCM
1258
Fairbanks Capital Management
California
$258K -$590 -6 -0.2%
BOPW
1259
Brandywine Oak Private Wealth
Pennsylvania
$256K +$5.31K +54 +2%
GVAG
1260
Great Valley Advisor Group
Delaware
$254K +$38.7K +393 +18%
WIP
1261
Wellesley Investment Partners
Massachusetts
$252K +$8.66K +88 +4%
WA
1262
Wealth Architects
California
$252K +$37.4K +380 +18%
EVM
1263
Evelyn V. Moreno
$251K – – –
HIM
1264
Harbour Investment Management
Washington
$251K – – –
SLA
1265
Silver Lake Advisory
Utah
$251K +$295 +3 +0.1%
RIG
1266
Roosevelt Investment Group
New York
$249K -$420K -4,272 -63%
CCG
1267
Cypress Capital Group
Florida
$249K – – –
AWM
1268
Aberdeen Wealth Management
Illinois
$248K – – –
MWA
1269
Meridian Wealth Advisors
Texas
$247K -$53.5K -544 -18%
BSB
1270
Bangor Savings Bank
Maine
$247K -$29K -295 -11%
PP
1271
Palladium Partners
Virginia
$247K – – –
WAS
1272
Wealth Advisory Solutions
Indiana
$247K +$2.36K +24 +1%
NEGWA
1273
New England Guild Wealth Advisors
Connecticut
$246K -$44.3K -450 -16%
LWM
1274
Liberty Wealth Management
California
$244K -$3.84K -39 -2%
MFT
1275
Moisand Fitzgerald Tamayo
Florida
$243K -$1.48K -15 -0.6%
49 50
51
52 53