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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
1326
Philadelphia Trust Company
Pennsylvania
$629K – – –
FMN
1327
Financial Management Network
California
$629K +$75.5K +469 +16%
MFA
1328
Mayflower Financial Advisors
Massachusetts
$626K +$95.3K +592 +22%
T
1329
TOBAM
France
$623K +$16.3K +101 +3%
AIM
1330
Aspen Investment Management
Michigan
$622K +$161 +1 +0%
PG
1331
Prostatis Group
Maryland
$622K +$14.2K +88 +3%
SWS
1332
SYSTM Wealth Solutions
Illinois
$622K -$65.8K -409 -11%
PL
1333
Plancorp LLC
Missouri
$619K +$25.3K +157 +5%
PO
1334
Private Ocean
California
$617K – – –
HFM
1335
Hartford Financial Management
Connecticut
$616K – – –
KFS
1336
Kurt F. Somerville
$615K – – –
BWP
1337
BSW Wealth Partners
Colorado
$615K +$3.54K +22 +0.7%
GVAG
1338
Great Valley Advisor Group
Delaware
$615K -$36.2K -225 -6%
SIC
1339
Sigma Investment Counselors
Michigan
$613K -$59.9K -372 -10%
SFI
1340
SPC Financial Inc
Maryland
$613K +$98K +609 +23%
ICG
1341
InterOcean Capital Group
Tennessee
$609K +$92.9K +577 +22%
LJAC
1342
L.J. Altfest & Co
New York
$607K +$7.24K +45 +1%
GA
1343
Geller Advisors
New York
$607K +$22.4K +139 +4%
FPCG
1344
Fort Pitt Capital Group
Pennsylvania
$605K -$26.1K -162 -5%
MAA
1345
Matrix Asset Advisors
New York
$605K – – –
TF
1346
Tompkins Financial
New York
$602K – – –
LWM
1347
LongView Wealth Management
Georgia
$600K +$517K +3,213 New
SAM
1348
SignalPoint Asset Management
Missouri
$600K -$9.5K -59 -2%
DGAM
1349
Desjardins Global Asset Management
Quebec, Canada
$598K -$17.5K -109 -3%
MYIA
1350
Mount Yale Investment Advisors
Colorado
$596K +$98.2K +610 +24%
52 53
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55 56