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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
RCA
1526
Ranch Capital Advisors
Florida
$336K +$171 +1 +0%
HIA
1527
Harbor Investment Advisory
Maryland
$336K +$512 +3 +0.1%
KF
1528
Krilogy Financial
Missouri
$336K +$350K +2,052 New
CST
1529
Charles Schwab Trust
Nevada
$335K – – –
GIM
1530
Greylin Investment Management
Virginia
$335K – – –
OLA
1531
Oliver Luxxe Assets
New Jersey
$334K – – –
VAFP
1532
Vahanian & Associates Financial Planning
New York
$334K +$349K +2,044 New
WPC
1533
Wedmont Private Capital
Pennsylvania
$333K +$328K +1,922 New
TCM
1534
Triumph Capital Management
Colorado
$333K +$347K +2,036 New
GVAG
1535
Great Valley Advisor Group
Delaware
$331K -$5.12K -30 -1%
WDG
1536
Wealth Dimensions Group
Ohio
$331K – – –
ACI
1537
Alpha Cubed Investments
California
$330K -$29K -170 -8%
MPIA
1538
Mountain Pacific Investment Advisers
Idaho
$330K – – –
PCP
1539
Proficio Capital Partners
Massachusetts
$330K +$853 +5 +0.2%
PCMC
1540
Private Capital Management (Colorado)
Colorado
$330K +$17.6K +103 +5%
BCM
1541
Bluefin Capital Management
New York
$327K -$51.2K -300 -13%
HA
1542
Harbor Advisors
Florida
$327K – – –
MCM
1543
Magnolia Capital Management
New York
$327K – – –
PFS
1544
Physicians Financial Services
North Carolina
$327K – – –
WRM
1545
Weybosset Research & Management
Rhode Island
$327K +$25.6K +150 +8%
IAN
1546
Integrated Advisors Network
Texas
$325K +$26.1K +153 +8%
SB
1547
Strategic Blueprint
Georgia
$325K +$53.7K +315 +19%
ACS
1548
Archford Capital Strategies
Illinois
$324K +$16.9K +99 +5%
GHA
1549
GW Henssler & Associates
Georgia
$324K +$337K +1,979 New
CFA
1550
Cahill Financial Advisors
Minnesota
$323K +$171 +1 +0.1%
60 61
62
63 64