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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
VIM
1401
Veritas Investment Management
United Kingdom
$164K – – –
PRC
1402
Pearl River Capital
Michigan
$160K +$127K +1,206 +457%
DAM
1403
Delta Asset Management
Tennessee
$158K – – –
PO
1404
Private Ocean
California
$156K -$9.46K -90 -6%
CFG
1405
CKW Financial Group
Hawaii
$153K – – –
PMFA
1406
Plante Moran Financial Advisors
Michigan
$150K +$10.3K +98 +8%
FHA
1407
First Horizon Advisors
Tennessee
$147K -$3.89K -37 -3%
OFW
1408
Omnia Family Wealth
Florida
$146K – – –
JFGIW
1409
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$143K +$23.4K +223 +21%
AF
1410
Allworth Financial
California
$142K +$43.5K +414 +47%
BCI
1411
Brinker Capital Investments
Pennsylvania
$142K +$90.6K +862 +195%
SFG
1412
SevenBridge Financial Group
Pennsylvania
$141K – – –
TFS
1413
TrustCore Financial Services
Tennessee
$139K -$63.5K -604 -32%
MSA
1414
Marino Stram & Associates
Massachusetts
$139K – – –
MA
1415
MCF Advisors
Kentucky
$132K – – –
LB
1416
Legacy Bridge
Iowa
$130K +$20K +190 +19%
FNB
1417
Farmers National Bank
Kentucky
$130K +$125K +1,193 New
BMM
1418
Buffington Mohr McNeal
Idaho
$126K +$121K +1,155 New
CAC
1419
Certified Advisory Corp
Florida
$125K +$2.42K +23 +2%
FMTCOCP
1420
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$124K – – –
MCM
1421
MV Capital Management
Maryland
$123K -$1.37K -13 -1%
LWM
1422
Lenox Wealth Management
Ohio
$123K – – –
SQA
1423
Simon Quick Advisors
New Jersey
$122K – – –
VCM
1424
Versant Capital Management
Arizona
$119K -$4.62K -44 -4%
LWA
1425
Lenox Wealth Advisors
New York
$117K – – –
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