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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
HA
1426
Harbor Advisors
Florida
$283K – – –
PFS
1427
Physicians Financial Services
North Carolina
$283K – – –
BWA
1428
BDO Wealth Advisors
Florida
$282K +$210K +1,588 +391%
ICG
1429
InterOcean Capital Group
Tennessee
$282K +$263K +1,994 New
MA
1430
MCF Advisors
Kentucky
$280K -$84.8K -642 -24%
TFA
1431
Toth Financial Advisory
Virginia
$280K +$264 +2 +0.1%
WAP
1432
Wealthcare Advisory Partners
Pennsylvania
$280K +$262K +1,983 New
WTB
1433
Washington Trust Bank
Washington
$279K -$4.1K -31 -2%
PIA
1434
Perennial Investment Advisors
California
$279K +$261K +1,973 New
MFG
1435
Merit Financial Group
Georgia
$278K -$26.4K -200 -9%
VWM
1436
Valley Wealth Managers
New Jersey
$277K – – –
TC
1437
Truvestments Capital
Florida
$277K +$100K +760 +63%
AFP
1438
Ausdal Financial Partners
Iowa
$276K +$258K +1,952 New
FFA
1439
Founders Financial Alliance
North Carolina
$275K -$25.9K -196 -10%
DP
1440
Dearborn Partners
Illinois
$274K – – –
IFO
1441
Independent Family Office
New York
$273K – – –
TWM
1442
Tradition Wealth Management
Minnesota
$273K +$132 +1 +0.1%
WCM
1443
Windsor Capital Management
Arizona
$272K -$65.5K -496 -20%
CAL
1444
Capital Analysts LLC
Pennsylvania
$272K -$8.98K -68 -3%
SWM
1445
Stockman Wealth Management
Montana
$271K -$149K -1,130 -37%
TA
1446
Trellis Advisors
Washington
$270K +$661 +5 +0.3%
KAM
1447
Knightsbridge Asset Management
California
$270K +$252K +1,908 New
SDWMA
1448
Schneider Downs Wealth Management Advisors
Pennsylvania
$269K +$251K +1,903 New
WAM
1449
Wolverine Asset Management
Illinois
$269K +$252K +1,907 New
SS
1450
Simplicity Solutions
Minnesota
$268K -$504K -3,813 -67%
56 57
58
59 60