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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1251
Chesapeake Wealth Management
Virginia
$260K -$131K -1,331 -34%
RHAM
1252
Round Hill Asset Management
California
$259K – – –
SFI
1253
SPC Financial Inc
Maryland
$259K – – –
MWNA
1254
Marshall Wace North America
New York
$259K +$254K +2,585 New
FCM
1255
Fairbanks Capital Management
California
$258K -$590 -6 -0.2%
BOPW
1256
Brandywine Oak Private Wealth
Pennsylvania
$256K +$5.31K +54 +2%
GVAG
1257
Great Valley Advisor Group
Delaware
$254K +$38.7K +393 +18%
WIP
1258
Wellesley Investment Partners
Massachusetts
$252K +$8.66K +88 +4%
WA
1259
Wealth Architects
California
$252K +$37.4K +380 +18%
EVM
1260
Evelyn V. Moreno
$251K – – –
HIM
1261
Harbour Investment Management
Washington
$251K – – –
SLA
1262
Silver Lake Advisory
Utah
$251K +$295 +3 +0.1%
RIG
1263
Roosevelt Investment Group
New York
$249K -$420K -4,272 -63%
CCG
1264
Cypress Capital Group
Florida
$249K – – –
AWM
1265
Aberdeen Wealth Management
Illinois
$248K – – –
MWA
1266
Meridian Wealth Advisors
Texas
$247K -$53.5K -544 -18%
BSB
1267
Bangor Savings Bank
Maine
$247K -$29K -295 -11%
PP
1268
Palladium Partners
Virginia
$247K – – –
WAS
1269
Wealth Advisory Solutions
Indiana
$247K +$2.36K +24 +1%
NEGWA
1270
New England Guild Wealth Advisors
Connecticut
$246K -$44.3K -450 -16%
LWM
1271
Liberty Wealth Management
California
$244K -$3.84K -39 -2%
MFT
1272
Moisand Fitzgerald Tamayo
Florida
$243K -$1.48K -15 -0.6%
FANJ
1273
Financial Architects (New Jersey)
New Jersey
$243K – – –
BA
1274
Ballast Advisors
Minnesota
$242K +$14.5K +147 +6%
WPW
1275
Waldron Private Wealth
Pennsylvania
$242K +$238K +2,415 New
49 50
51
52 53