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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
EI
1376
Ellevest Inc
New York
$145K +$129K +1,307 +908%
CB
1377
CNB Bank
Pennsylvania
$142K – – –
KTC
1378
Kistler-Tiffany Companies
Pennsylvania
$142K – – –
PCWA
1379
Pacific Capital Wealth Advisors
California
$142K +$139K +1,417 New
HWA
1380
HHM Wealth Advisors
Tennessee
$141K +$39.9K +406 +41%
PL
1381
Perpetual Ltd
Australia
$140K – – –
IFAM
1382
Institutional & Family Asset Management
Colorado
$139K -$1.08K -11 -0.8%
CAM
1383
Close Asset Management
United Kingdom
$132K – – –
CG
1384
Carmignac Gestion
France
$125K +$123K +1,250 New
FCM
1385
Firestone Capital Management
Florida
$122K – – –
TFM
1386
TFC Financial Management
Massachusetts
$122K +$119K +1,214 New
CF
1387
Centaurus Financial
California
$121K -$28.8K -293 -20%
BWA
1388
Burt Wealth Advisors
Maryland
$120K -$74.5K -757 -39%
HCP
1389
Hexagon Capital Partners
Arkansas
$120K +$127K +1,295 New
AF
1390
Allworth Financial
California
$119K +$4.92K +50 +4%
AW
1391
Avion Wealth
Texas
$119K +$19.7K +200 +20%
JWA
1392
JFS Wealth Advisors
Pennsylvania
$118K – – –
WCG
1393
Weaver Consulting Group
California
$117K -$14.8K -150 -11%
VNA
1394
Valley National Advisers
Pennsylvania
$116K -$50.8K -516 -31%
APC
1395
Aspire Private Capital
North Carolina
$116K +$25.5K +259 +29%
MCM
1396
MV Capital Management
Maryland
$113K – – –
SAS
1397
Stelac Advisory Services
New York
$112K +$110K +1,117 New
LWA
1398
Lenox Wealth Advisors
New York
$107K – – –
CLOS
1399
Compagnie Lombard Odier SCmA
Switzerland
$105K -$1.48M -15,050 -93%
RIM
1400
Rampart Investment Management
Connecticut
$104K -$393K -3,998 -79%
54 55
56
57 58