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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
GVAG
1276
Great Valley Advisor Group
Delaware
$218K +$239K +2,286 New
GIM
1277
Greylin Investment Management
Virginia
$217K – – –
SCA
1278
Stonebridge Capital Advisors
Minnesota
$217K +$4.39K +42 +2%
TAM
1279
Trillium Asset Management
Massachusetts
$216K -$13.3K -127 -5%
FGC
1280
Financial Gravity Companies
Texas
$215K +$219K +2,089 New
IC
1281
Intersect Capital
California
$215K +$236K +2,260 New
PWW
1282
Pettyjohn Wood & White
Virginia
$214K – – –
WCM
1283
Whitener Capital Management
North Carolina
$214K – – –
ACA
1284
Atlas Capital Advisors
Wyoming
$214K +$99.3K +949 +74%
MFW
1285
Mosaic Family Wealth
Missouri
$213K +$1.15K +11 +0.5%
HH
1286
Hilltop Holdings
Texas
$212K -$28K -268 -11%
SFM
1287
Signature Financial Management
Virginia
$212K – – –
SFS
1288
Sowell Financial Services
Arkansas
$212K +$13.8K +132 +6%
GLLW
1289
Graves Light Lenhart Wealth
Virginia
$212K +$232K +2,219 New
CYG
1290
Clean Yield Group
Vermont
$211K – – –
CH
1291
Canton Hathaway
Rhode Island
$210K – – –
RW
1292
REDW Wealth
New Mexico
$210K – – –
OIA
1293
Optimum Investment Advisors
Illinois
$209K – – –
MCM
1294
MAI Capital Management
Ohio
$209K +$5.96K +57 +3%
PV
1295
Private Vista
Illinois
$208K – – –
ME
1296
McIlrath & Eck
Washington
$208K +$204K +1,950 +826%
HWA
1297
HCR Wealth Advisors
California
$207K – – –
NBG
1298
Nancy B. Gardiner
$207K – – –
PL
1299
Perpetual Ltd
Australia
$207K – – –
RFA
1300
Reilly Financial Advisors
California
$206K +$11.5K +110 +5%
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