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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
HIIFS
1701
Harel Insurance Investments & Financial Services
Israel
$133K -$989K -5,918 -88%
FFC
1702
First Financial Corp
Indiana
$133K – – –
PMFA
1703
Plante Moran Financial Advisors
Michigan
$133K +$24.7K +148 +23%
MWM
1704
Mascoma Wealth Management
New Hampshire
$132K +$131K +785 New
BWL
1705
Bogart Wealth LLC
Virginia
$130K – – –
EWM
1706
Endurance Wealth Management
Rhode Island
$130K – – –
HCM
1707
Highlander Capital Management
New Jersey
$126K – – –
PWM
1708
Prentice Wealth Management
New York
$126K +$31.9K +191 +34%
PVH
1709
Psagot Value Holdings
Israel
$124K -$5.13M -30,681 -98%
VCM
1710
Versant Capital Management
Arizona
$124K -$502 -3 -0.4%
GFP
1711
Gryphon Financial Partners
Ohio
$123K +$123K +734 New
KFS
1712
Kelly Financial Services
Massachusetts
$122K -$20M -119,821 -99%
TFO
1713
Tarbox Family Office
California
$122K – – –
BMD
1714
Better Money Decisions
New Mexico
$121K +$334 +2 +0.3%
BFG
1715
Baron Financial Group
New Jersey
$121K – – –
CFG
1716
CKW Financial Group
Hawaii
$120K +$6.69K +40 +6%
BG
1717
Bollard Group
Massachusetts
$117K +$334 +2 +0.3%
BEI
1718
Benjamin Edwards Inc
Missouri
$117K +$11.5K +69 +11%
CWP
1719
Concord Wealth Partners
Virginia
$116K -$79.4K -475 -41%
GAM
1720
Gemmer Asset Management
California
$116K – – –
AW
1721
Avion Wealth
Texas
$115K – – –
FMTCOCP
1722
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$115K – – –
WWMSC
1723
Wagner Wealth Management (South Carolina)
South Carolina
$115K +$30.4K +182 +38%
LCM
1724
Logan Capital Management
Pennsylvania
$111K – – –
TCWM
1725
Total Clarity Wealth Management
Illinois
$107K +$107K +642 New
67 68
69
70 71