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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
KF
1526
Krilogy Financial
Missouri
$336K +$350K +2,052 New
CST
1527
Charles Schwab Trust
Nevada
$335K – – –
GIM
1528
Greylin Investment Management
Virginia
$335K – – –
OLA
1529
Oliver Luxxe Assets
New Jersey
$334K – – –
VAFP
1530
Vahanian & Associates Financial Planning
New York
$334K +$349K +2,044 New
WPC
1531
Wedmont Private Capital
Pennsylvania
$333K +$328K +1,922 New
TCM
1532
Triumph Capital Management
Colorado
$333K +$347K +2,036 New
GVAG
1533
Great Valley Advisor Group
Delaware
$331K -$5.12K -30 -1%
WDG
1534
Wealth Dimensions Group
Ohio
$331K – – –
ACI
1535
Alpha Cubed Investments
California
$330K -$29K -170 -8%
MPIA
1536
Mountain Pacific Investment Advisers
Idaho
$330K – – –
PCP
1537
Proficio Capital Partners
Massachusetts
$330K +$853 +5 +0.2%
PCMC
1538
Private Capital Management (Colorado)
Colorado
$330K +$17.6K +103 +5%
BCM
1539
Bluefin Capital Management
New York
$327K -$51.2K -300 -13%
HA
1540
Harbor Advisors
Florida
$327K – – –
MCM
1541
Magnolia Capital Management
New York
$327K – – –
PFS
1542
Physicians Financial Services
North Carolina
$327K – – –
WRM
1543
Weybosset Research & Management
Rhode Island
$327K +$25.6K +150 +8%
IAN
1544
Integrated Advisors Network
Texas
$325K +$26.1K +153 +8%
SB
1545
Strategic Blueprint
Georgia
$325K +$53.7K +315 +19%
ACS
1546
Archford Capital Strategies
Illinois
$324K +$16.9K +99 +5%
GHA
1547
GW Henssler & Associates
Georgia
$324K +$337K +1,979 New
CFA
1548
Cahill Financial Advisors
Minnesota
$323K +$171 +1 +0.1%
FB
1549
First Bancorp
Maine
$323K +$18.6K +109 +6%
RMDI
1550
R.M. Davis Inc
Maine
$321K -$7.5K -44 -2%
60 61
62
63 64