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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
1401
Windsor Capital Management
Arizona
$237K +$228K +1,906 New
VAG
1402
VisionPoint Advisory Group
Texas
$236K -$24.7K -207 -10%
WA
1403
Wealth Architects
California
$235K -$2.03K -17 -0.9%
AIC
1404
Ameritas Investment Company
Nebraska
$234K -$4.66K -39 -2%
AAM
1405
Aureus Asset Management
Massachusetts
$233K – – –
PPCM
1406
Pillar Pacific Capital Management
California
$232K – – –
WCM
1407
Washington Capital Management
Washington
$232K – – –
TC
1408
Truvestments Capital
Florida
$232K +$36.7K +307 +20%
SWA
1409
Stratos Wealth Advisors
Ohio
$230K -$424K -3,551 -66%
SC
1410
Sawyer & Company
Massachusetts
$227K +$4.18K +35 +2%
VNA
1411
Valley National Advisers
Pennsylvania
$226K +$17K +142 +8%
BCM
1412
Brookstone Capital Management
Illinois
$225K -$70.4K -589 -25%
FA
1413
Financial Advisors
Massachusetts
$225K – – –
CAL
1414
Capital Analysts LLC
Pennsylvania
$225K +$2.39K +20 +1%
PAS
1415
Partnervest Advisory Services
California
$224K -$111K -932 -34%
QCMC
1416
Quantum Capital Management (California)
California
$224K – – –
SAM
1417
Security Asset Management
New York
$224K – – –
DWM
1418
Destination Wealth Management
California
$224K +$6.81K +57 +3%
LC
1419
Lavaca Capital
Texas
$223K – – –
OCM
1420
Osterweis Capital Management
California
$223K – – –
WC
1421
Whitnell & Co
Illinois
$223K – – –
AIA
1422
Angeles Investment Advisors
California
$222K – – –
CTA
1423
Colonial Trust Advisors
South Carolina
$222K – – –
MCM
1424
Mengis Capital Management
Oregon
$222K – – –
MSR
1425
Main Street Research
Connecticut
$222K +$214K +1,787 New
55 56
57
58 59