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AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
1651
Blume Capital Management
California
$246K -$44.5K -300 -15%
EBA
1652
Eagle Bay Advisors
New York
$245K -$19.3K -130 -7%
VCM
1653
Virtue Capital Management
Tennessee
$245K -$5.04K -34 -2%
HHGA
1654
Halbert Hargrove Global Advisors
California
$244K +$245K +1,654 New
FPW
1655
Flagship Private Wealth
Massachusetts
$244K – – –
OA
1656
Oxbow Advisors
Texas
$244K -$3.7K -25 -1%
HWM
1657
Hemington Wealth Management
Virginia
$244K +$4.3K +29 +2%
LC
1658
Lindbrook Capital
California
$243K +$60K +405 +33%
SC
1659
Schubert & Co
Texas
$242K +$2.52K +17 +1%
JFA
1660
JNBA Financial Advisors
Minnesota
$242K -$104K -700 -30%
FBFS
1661
First Business Financial Services
Wisconsin
$241K – – –
WP
1662
WealthSpring Partners
California
$241K +$296 +2 +0.1%
HR
1663
Howe & Rusling
New York
$241K -$889 -6 -0.4%
RIM
1664
Rockbridge Investment Management
New York
$240K +$241K +1,624 New
WWM
1665
Windsor Wealth Management
Indiana
$239K +$593 +4 +0.3%
AWA
1666
Acorn Wealth Advisors
Michigan
$238K +$3.56K +24 +2%
AA
1667
Advisory Alpha
Michigan
$237K -$26.7K -180 -10%
CAMG
1668
CWA Asset Management Group
Florida
$236K +$5.04K +34 +2%
AAIM
1669
Asset Advisors Investment Management
Georgia
$236K – – –
MJP
1670
Michael J. Puzo
$236K – – –
FFH
1671
Fairfax Financial Holdings
Ontario, Canada
$236K – – –
AA
1672
Alta Advisers
United Kingdom
$236K – – –
EFG
1673
Everhart Financial Group
Ohio
$236K -$109K -736 -32%
BBNB
1674
Baker Boyer National Bank
Washington
$235K – – –
KFA
1675
Kapstone Financial Advisors
Ohio
$235K +$201K +1,359 New
65 66
67
68 69