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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
IBOK
1426
Independence Bank of Kentucky
Kentucky
$164K -$15.3K -125 -8%
RA
1427
Rational Advisors
New York
$162K +$53.6K +437 +47%
PMFA
1428
Plante Moran Financial Advisors
Michigan
$161K -$15.6K -127 -9%
FWM
1429
Focused Wealth Management
New York
$160K – – –
KWA
1430
KCS Wealth Advisory
California
$157K +$163K +1,328 New
BWM
1431
Baystate Wealth Management
Massachusetts
$148K +$38.4K +313 +33%
RFA
1432
Reilly Financial Advisors
California
$146K -$174K -1,418 -53%
FGAM
1433
Financial Gravity Asset Management
Texas
$145K -$70.3K -573 -32%
TIM
1434
Tortoise Investment Management
New York
$145K – – –
MA
1435
MCF Advisors
Kentucky
$142K – – –
LB
1436
Legacy Bridge
Iowa
$141K – – –
SMG
1437
Spectrum Management Group
Indiana
$139K – – –
AF
1438
Allworth Financial
California
$134K -$20K -163 -13%
LWM
1439
Lenox Wealth Management
Ohio
$134K – – –
MCM
1440
MV Capital Management
Maryland
$133K – – –
PC
1441
Permit Capital
Pennsylvania
$130K – – –
FMTCOCP
1442
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$129K – – –
LWA
1443
Lenox Wealth Advisors
New York
$127K – – –
BCA
1444
Berman Capital Advisors
Georgia
$123K – – –
FL
1445
Fort LP
Maryland
$122K +$127K +1,033 New
PCM
1446
Princeton Capital Management
New Jersey
$120K – – –
SFFS
1447
Stonehage Fleming Financial Services
Jersey
$118K – – –
JWA
1448
JFS Wealth Advisors
Pennsylvania
$117K +$2.21K +18 +2%
THWM
1449
Taylor Hoffman Wealth Management
Virginia
$108K – – –
MS
1450
Mizuho Securities
Japan
$106K +$110K +900 New
56 57
58
59 60