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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1451
Wealth Architects
California
$460K +$29.4K +163 +7%
TIS
1452
Tortoise Index Solutions
Kansas
$458K -$118K -656 -21%
GSC
1453
G&S Capital
Colorado
$458K +$178K +984 +67%
LWM
1454
Laidlaw Wealth Management
New York
$456K +$41.2K +228 +10%
ACS
1455
Archford Capital Strategies
Illinois
$456K +$86.5K +479 +24%
ZIG
1456
Zullo Investment Group
Pennsylvania
$454K -$542 -3 -0.1%
HAIM
1457
Hunter Associates Investment Management
Pennsylvania
$452K – – –
WIM
1458
Wittenberg Investment Management
Massachusetts
$451K -$72.2K -400 -14%
KA
1459
Kozak & Associates
Colorado
$450K – – –
LIA
1460
LS Investment Advisors
Michigan
$450K – – –
NA
1461
Navellier & Associates
Nevada
$449K -$18.1K -100 -4%
CIM
1462
Confluence Investment Management
Missouri
$449K – – –
IAN
1463
Integrated Advisors Network
Texas
$449K +$74.2K +411 +21%
CCA
1464
Childress Capital Advisors
Texas
$449K +$96.1K +532 +28%
TC
1465
Titleist Capital
Texas
$449K +$434K +2,402 New
ONB
1466
Old National Bancorp
Indiana
$448K -$27.3K -151 -6%
ICG
1467
InterOcean Capital Group
Tennessee
$448K -$15K -83 -3%
HDIM
1468
Hanson & Doremus Investment Management
Vermont
$448K -$9.03K -50 -2%
STA
1469
Summit Trail Advisors
New York
$448K +$433K +2,398 New
SFG
1470
Sunburst Financial Group
Alabama
$446K – – –
PPW
1471
Pinnacle Private Wealth
Massachusetts
$445K -$16.8K -93 -4%
NAMP
1472
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$445K +$31.6K +175 +8%
MFA
1473
Mayflower Financial Advisors
Massachusetts
$444K -$49.7K -275 -10%
WWM
1474
Windsor Wealth Management
Indiana
$443K +$542 +3 +0.1%
AC
1475
ASB Consultores
Florida
$443K +$52.7K +292 +14%
57 58
59
60 61