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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
1376
Lenox Wealth Management
Ohio
$108K +$2.3K +22 +2%
CAC
1377
Certified Advisory Corp
Florida
$107K – – –
SQA
1378
Simon Quick Advisors
New Jersey
$106K -$3.03K -29 -3%
PC
1379
Permit Capital
Pennsylvania
$105K – – –
WIM
1380
Westside Investment Management
California
$104K -$52.5K -502 -31%
JFGIW
1381
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$104K +$523 +5 +0.5%
LWA
1382
Lenox Wealth Advisors
New York
$102K – – –
WA
1383
WealthTrust-Arizona
Arizona
$100K – – –
SFFS
1384
Stonehage Fleming Financial Services
Jersey
$95K – – –
IDBONY
1385
Israel Discount Bank of New York
New York
$95K +$20.4K +195 +24%
GI
1386
Gradient Investments
Minnesota
$95K +$24.9K +238 +31%
LB
1387
Legacy Bridge
Iowa
$95K +$105K +1,000 New
JWA
1388
JFS Wealth Advisors
Pennsylvania
$93K – – –
MC
1389
Machina Capital
France
$93K +$102K +978 New
BWM
1390
Baystate Wealth Management
Massachusetts
$91K +$209 +2 +0.2%
DWM
1391
Destination Wealth Management
California
$89K +$5.34K +51 +6%
AC
1392
Avestar Capital
New York
$87K -$16.6K -159 -12%
THWM
1393
Taylor Hoffman Wealth Management
Virginia
$87K -$4.71K -45 -5%
BCA
1394
Berman Capital Advisors
Georgia
$87K +$95.9K +917 New
AF
1395
Allworth Financial
California
$84K +$12.9K +123 +16%
CA
1396
Claro Advisors
Massachusetts
$82K +$80.3K +767 New
EWM
1397
Endurance Wealth Management
Rhode Island
$81K – – –
LFA
1398
Legacy Financial Advisors
Kentucky
$79K +$9.21K +88 +12%
PCP
1399
Proficio Capital Partners
Massachusetts
$78K +$36.8K +352 +75%
EAM
1400
Exane Asset Management
France
$77.4K +$85K +812 New
54 55
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57 58