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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
Q
1701
QVR
California
$144K +$69.7K +417 +94%
FFA
1702
Freedman Financial Associates
Massachusetts
$142K – – –
T
1703
TOBAM
France
$141K +$62.5K +374 +80%
BWM
1704
BerganKDV Wealth Management
Minnesota
$137K +$15.9K +95 +13%
ODG
1705
O'Dell Group
Ohio
$136K -$135K -806 -50%
AA
1706
Ancora Advisors
Ohio
$134K – – –
HIIFS
1707
Harel Insurance Investments & Financial Services
Israel
$133K -$989K -5,918 -88%
FFC
1708
First Financial Corp
Indiana
$133K – – –
PMFA
1709
Plante Moran Financial Advisors
Michigan
$133K +$24.7K +148 +23%
MWM
1710
Mascoma Wealth Management
New Hampshire
$132K +$131K +785 New
BWL
1711
Bogart Wealth LLC
Virginia
$130K – – –
EWM
1712
Endurance Wealth Management
Rhode Island
$130K – – –
HCM
1713
Highlander Capital Management
New Jersey
$126K – – –
PWM
1714
Prentice Wealth Management
New York
$126K +$31.9K +191 +34%
PVH
1715
Psagot Value Holdings
Israel
$124K -$5.13M -30,681 -98%
VCM
1716
Versant Capital Management
Arizona
$124K -$502 -3 -0.4%
GFP
1717
Gryphon Financial Partners
Ohio
$123K +$123K +734 New
KFS
1718
Kelly Financial Services
Massachusetts
$122K – – –
TFO
1719
Tarbox Family Office
California
$122K – – –
BMD
1720
Better Money Decisions
New Mexico
$121K +$334 +2 +0.3%
BFG
1721
Baron Financial Group
New Jersey
$121K – – –
CFG
1722
CKW Financial Group
Hawaii
$120K +$6.69K +40 +6%
BG
1723
Bollard Group
Massachusetts
$117K +$334 +2 +0.3%
BEI
1724
Benjamin Edwards Inc
Missouri
$117K +$11.5K +69 +11%
CWP
1725
Concord Wealth Partners
Virginia
$116K -$79.4K -475 -41%
67 68
69
70 71