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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
QPWM
1401
Quadrant Private Wealth Management
Pennsylvania
$203K +$193K +1,643 New
VC
1402
Vicus Capital
Pennsylvania
$203K +$193K +1,644 New
TIA
1403
Traphagen Investment Advisors
New Jersey
$203K +$193K +1,641 New
KPW
1404
Kore Private Wealth
New York
$202K +$8.81K +75 +5%
TI
1405
Truehand Inc
New Hampshire
$198K – – –
WAP
1406
Wealthcare Advisory Partners
Pennsylvania
$196K +$6.11K +52 +3%
AIL
1407
AGF Investments LLC
Ontario, Canada
$194K +$185K +1,574 New
TC
1408
Truvestments Capital
Florida
$192K +$235 +2 +0.1%
FANJ
1409
Financial Architects (New Jersey)
New Jersey
$188K -$14.6K -124 -8%
CF
1410
Centaurus Financial
California
$188K +$43.9K +374 +33%
IBOK
1411
Independence Bank of Kentucky
Kentucky
$187K – – –
CHC
1412
City Holding Co
West Virginia
$186K -$9.04K -77 -5%
BCM
1413
Blume Capital Management
California
$185K -$14.6K -124 -8%
SIAP
1414
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$185K – – –
VIM
1415
Veritas Investment Management
United Kingdom
$185K – – –
PMFA
1416
Plante Moran Financial Advisors
Michigan
$183K +$13.2K +112 +8%
BCI
1417
Brinker Capital Investments
Pennsylvania
$181K +$19K +162 +12%
DAM
1418
Delta Asset Management
Tennessee
$175K -$3.29K -28 -2%
AAP
1419
Arax Advisory Partners
Colorado
$173K +$164K +1,398 New
PO
1420
Private Ocean
California
$172K -$4.35K -37 -3%
FWM
1421
Focused Wealth Management
New York
$167K +$159K +1,350 New
FHA
1422
First Horizon Advisors
Tennessee
$161K -$5.52K -47 -3%
AF
1423
Allworth Financial
California
$160K +$117 +1 +0.1%
SFG
1424
SevenBridge Financial Group
Pennsylvania
$159K – – –
TIM
1425
Tortoise Investment Management
New York
$151K +$107K +908 +286%
55 56
57
58 59