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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
BDF
1676
Balasa Dinverno & Foltz
$230K +$39.1K +237 +17%
MAM
1677
Mystic Asset Management
Rhode Island
$230K +$39.6K +240 +17%
RPC
1678
Rossmore Private Capital
Connecticut
$230K +$274K +1,660 New
AWA
1679
Aaron Wealth Advisors
Illinois
$229K -$39M -236,395 -99%
FPW
1680
Flagship Private Wealth
Massachusetts
$229K – – –
YMRC
1681
Yorktown Management & Research Company
Virginia
$229K – – –
CPIA
1682
Cornell Pochily Investment Advisors
New York
$229K +$496 +3 +0.2%
SCM
1683
SKBA Capital Management
California
$229K +$16.5K +100 +6%
MAG
1684
Mayfair Advisory Group
Alabama
$228K +$35.7K +216 +17%
HI
1685
Hudock Inc
Pennsylvania
$227K – – –
FBFS
1686
First Business Financial Services
Wisconsin
$226K -$24.8K -150 -8%
LWA
1687
Lineweaver Wealth Advisors
Ohio
$226K -$17.2K -104 -6%
WAP
1688
Wealthcare Advisory Partners
Pennsylvania
$226K -$7.1K -43 -3%
AA
1689
Advisory Alpha
Michigan
$226K +$165 +1 +0.1%
KWM
1690
Kolinsky Wealth Management
New Jersey
$226K +$3.47K +21 +1%
HR
1691
Howe & Rusling
New York
$225K +$268K +1,623 New
PCG
1692
Private Capital Group
Connecticut
$224K -$177K -1,073 -40%
HWM
1693
Hemington Wealth Management
Virginia
$224K -$5.78K -35 -2%
HIG
1694
Heritage Investment Group
Florida
$224K -$3.8K -23 -1%
WWM
1695
Windsor Wealth Management
Indiana
$223K -$131K -792 -33%
PCWA
1696
Pacific Capital Wealth Advisors
California
$223K – – –
SC
1697
Schubert & Co
Texas
$223K +$3.96K +24 +2%
CF
1698
Corrigan Financial
Rhode Island
$222K +$330 +2 +0.1%
AAIM
1699
Asset Advisors Investment Management
Georgia
$222K – – –
MJP
1700
Michael J. Puzo
$222K – – –
66 67
68
69 70