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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
IFO
1426
Independent Family Office
New York
$319K – – –
TWM
1427
Tradition Wealth Management
Minnesota
$319K +$157 +1 +0.1%
IAN
1428
Integrated Advisors Network
Texas
$319K +$50.3K +321 +20%
WTB
1429
Washington Trust Bank
Washington
$318K -$7.52K -48 -2%
AGA
1430
Accuvest Global Advisors
Utah
$317K -$616K -3,931 -67%
ACA
1431
Aptus Capital Advisors
Alabama
$317K +$15.8K +101 +6%
FCA
1432
FinTrust Capital Advisors
South Carolina
$317K +$36.2K +231 +14%
PCMC
1433
Private Capital Management (Colorado)
Colorado
$316K +$2.98K +19 +1%
RFM
1434
Royal Fund Management
Florida
$316K +$300K +1,916 New
AFS
1435
Axiom Financial Strategies
Indiana
$314K – – –
TWM
1436
Titus Wealth Management
California
$313K -$2.63M -16,806 -90%
CWM
1437
Chesapeake Wealth Management
Virginia
$313K -$28K -179 -9%
WCM
1438
Windsor Capital Management
Arizona
$313K -$4.7K -30 -2%
RMDI
1439
R.M. Davis Inc
Maine
$313K +$53.7K +343 +22%
4WM
1440
44 Wealth Management
Oregon
$311K -$226K -1,440 -43%
MAM
1441
Magellan Asset Management
Australia
$311K -$55.3K -353 -16%
PIA
1442
Perennial Investment Advisors
California
$311K -$13.9K -89 -5%
BWFA
1443
Baltimore-Washington Financial Advisors
Maryland
$310K +$313 +2 +0.1%
SWM
1444
Stockman Wealth Management
Montana
$309K -$7.05K -45 -2%
PFM
1445
Parsec Financial Management
North Carolina
$308K – – –
WCM
1446
Washington Capital Management
Washington
$308K – – –
WFI
1447
West Family Investments
California
$308K +$292K +1,865 New
AG
1448
AIA Group
Hong Kong
$308K +$296K +1,890 New
MC
1449
Middleton & Co
Massachusetts
$306K +$290K +1,850 New
GWS
1450
Glassman Wealth Services
Virginia
$305K -$329K -2,098 -53%
56 57
58
59 60