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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
EFG
1676
Everhart Financial Group
Ohio
$235K +$41.5K +251 +17%
1WM
1677
1900 Wealth Management
Texas
$234K -$96.1K -582 -26%
OA
1678
Oxbow Advisors
Texas
$233K – – –
APG
1679
Abacus Planning Group
South Carolina
$232K – – –
BOM
1680
Bank of Marin
California
$232K – – –
NRI
1681
NFP Retirement Inc
California
$232K -$16.8K -102 -6%
IIA
1682
IPG Investment Advisors
California
$231K -$786K -4,760 -74%
BG
1683
Bahl & Gaynor
Ohio
$231K – – –
BDF
1684
Balasa Dinverno & Foltz
$230K +$39.1K +237 +17%
MAM
1685
Mystic Asset Management
Rhode Island
$230K +$39.6K +240 +17%
RPC
1686
Rossmore Private Capital
Connecticut
$230K +$274K +1,660 New
FPW
1687
Flagship Private Wealth
Massachusetts
$229K – – –
YMRC
1688
Yorktown Management & Research Company
Virginia
$229K – – –
CPIA
1689
Cornell Pochily Investment Advisors
New York
$229K +$496 +3 +0.2%
SCM
1690
SKBA Capital Management
California
$229K +$16.5K +100 +6%
AWA
1691
Aaron Wealth Advisors
Illinois
$229K +$63.3K +383 +30%
MAG
1692
Mayfair Advisory Group
Alabama
$228K +$35.7K +216 +17%
HI
1693
Hudock Inc
Pennsylvania
$227K – – –
FBFS
1694
First Business Financial Services
Wisconsin
$226K -$24.8K -150 -8%
LWA
1695
Lineweaver Wealth Advisors
Ohio
$226K -$17.2K -104 -6%
WAP
1696
Wealthcare Advisory Partners
Pennsylvania
$226K -$7.1K -43 -3%
AA
1697
Advisory Alpha
Michigan
$226K +$165 +1 +0.1%
KWM
1698
Kolinsky Wealth Management
New Jersey
$226K +$3.47K +21 +1%
HR
1699
Howe & Rusling
New York
$225K +$268K +1,623 New
PCG
1700
Private Capital Group
Connecticut
$224K -$177K -1,073 -40%
66 67
68
69 70