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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
1301
Toth Financial Advisory
Virginia
$267K +$705 +6 +0.3%
PWPS
1302
Pinnacle Wealth Planning Services
Ohio
$267K +$19.6K +167 +8%
CPIA
1303
Cornell Pochily Investment Advisors
New York
$266K +$16.8K +143 +7%
KM
1304
Kalos Management
Georgia
$266K +$253K +2,155 New
CPSAC
1305
Chas P. Smith & Associates (CPS)
Florida
$266K +$253K +2,158 New
NWP
1306
Northstar Wealth Partners
Connecticut
$265K -$138K -1,172 -35%
WCM
1307
Whitener Capital Management
North Carolina
$265K – – –
GIP
1308
Granite Investment Partners
California
$265K +$5.87K +50 +2%
PCMC
1309
Private Capital Management (Colorado)
Colorado
$264K -$11.6K -99 -4%
ACA
1310
Anchor Capital Advisors
Massachusetts
$263K – – –
PCM
1311
Price Capital Management
Louisiana
$262K -$5.06M -43,093 -95%
GIM
1312
Greylin Investment Management
Virginia
$262K -$14.7K -125 -6%
CFA
1313
Cahill Financial Advisors
Minnesota
$262K +$249K +2,119 New
AW
1314
Alpha Windward
Massachusetts
$261K – – –
HPWM
1315
Highland Private Wealth Management
Washington
$260K -$13.2K -112 -5%
CASB
1316
Cape Ann Savings Bank
Massachusetts
$259K – – –
VCAM
1317
Van Cleef Asset Management
Ohio
$259K – – –
IUHSA
1318
Itau Unibanco Holding S.A.
Brazil
$258K -$176K -1,502 -42%
FFA
1319
First Foundation Advisors
California
$258K +$6.46K +55 +3%
GVAG
1320
Great Valley Advisor Group
Delaware
$257K -$24.3K -207 -9%
SIA
1321
Strategic Investment Advisors
Michigan
$257K +$27.3K +232 +13%
MIM
1322
Montgomery Investment Management
Maryland
$256K -$41.1K -350 -14%
ME
1323
McIlrath & Eck
Washington
$256K – – –
VAG
1324
VisionPoint Advisory Group
Texas
$256K +$243K +2,071 New
WPW
1325
Waldron Private Wealth
Pennsylvania
$255K -$168K -1,428 -41%
51 52
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54 55