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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
CM
1401
Capula Management
Cayman Islands
$135K -$9.61M -104,414 -99%
CB
1402
CNB Bank
Pennsylvania
$135K -$4.42K -48 -3%
KTC
1403
Kistler-Tiffany Companies
Pennsylvania
$134K -$7.09K -77 -5%
IFAM
1404
Institutional & Family Asset Management
Colorado
$133K -$111K -1,207 -46%
PL
1405
Perpetual Ltd
Australia
$133K +$129K +1,397 New
HIA
1406
Harbor Investment Advisory
Maryland
$128K +$1.2K +13 +1%
CAM
1407
Close Asset Management
United Kingdom
$126K – – –
WCG
1408
Weaver Consulting Group
California
$125K +$48.8K +530 +67%
BSAM
1409
Blue Square Asset Management
New York
$118K +$114K +1,240 New
FCM
1410
Firestone Capital Management
Florida
$116K – – –
JWA
1411
JFS Wealth Advisors
Pennsylvania
$112K – – –
EWP
1412
Engrave Wealth Partners
Texas
$109K +$7.92K +86 +8%
AF
1413
Allworth Financial
California
$108K -$4.14K -45 -4%
MCM
1414
MV Capital Management
Maryland
$107K – – –
TC
1415
Truvestments Capital
Florida
$106K -$12.2K -132 -11%
LWM
1416
Lenox Wealth Management
Ohio
$105K +$12.7K +138 +14%
FMTCOCP
1417
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$104K – – –
LWA
1418
Lenox Wealth Advisors
New York
$102K – – –
WC
1419
Wexford Capital
Florida
$102K +$98.5K +1,070 New
MHR
1420
Matthew Hamilton Rosenberg
$98K +$94.8K +1,030 New
MAWCM
1421
Mine & Arao Wealth Creation & Management
California
$96K – – –
HWA
1422
HHM Wealth Advisors
Tennessee
$95K – – –
LB
1423
Legacy Bridge
Iowa
$95K – – –
SFFS
1424
Stonehage Fleming Financial Services
Jersey
$95K – – –
GFPC
1425
Global Financial Private Client
Florida
$94K -$32.4K -352 -26%
55 56
57
58 59