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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
ASA
1701
Armstrong Shaw Associates
Connecticut
$267K – – –
SIMG
1702
Sonora Investment Management Group
Arizona
$267K +$24.4K +151 +11%
WP
1703
WealthSpring Partners
California
$267K +$323 +2 +0.1%
MCM
1704
MV Capital Management
Maryland
$267K +$1.29K +8 +0.5%
RIA
1705
Regal Investment Advisors
Michigan
$266K +$41.1K +255 +20%
HCP
1706
Hexagon Capital Partners
Arkansas
$265K -$21.8K -135 -8%
WFI
1707
West Family Investments
California
$264K +$245K +1,518 New
KPWG
1708
KFA Private Wealth Group
Virginia
$264K -$1.61K -10 -0.7%
PRC
1709
Pearl River Capital
Michigan
$264K -$414K -2,566 -63%
PIA
1710
Perennial Investment Advisors
California
$263K -$1.77K -11 -0.7%
NB
1711
Northwest Bancshares
Pennsylvania
$263K – – –
UBV
1712
United Bank (Virginia)
Virginia
$262K – – –
CW
1713
Channel Wealth
California
$262K -$4.84K -30 -2%
HA
1714
HFG Advisors
Ohio
$262K +$242K +1,502 New
RIM
1715
Reliant Investment Management
Tennessee
$261K – – –
WA1
1716
Wimmer Associates 1
California
$261K – – –
PAS
1717
Professional Advisory Services
Florida
$261K – – –
MA
1718
MONECO Advisors
Connecticut
$261K -$7.58K -47 -3%
TCA
1719
Transcend Capital Advisors
New Jersey
$261K -$222K -1,373 -48%
DAM
1720
Delta Asset Management
Tennessee
$259K – – –
CAAS
1721
Capital Asset Advisory Services
Michigan
$257K +$16.6K +103 +7%
GDP
1722
Great Diamond Partners
Maine
$257K -$1.61K -10 -0.7%
FC
1723
Forte Capital
New York
$257K -$34.7K -215 -13%
MLL
1724
Moody Lynn & Lieberson
Massachusetts
$256K -$11K -68 -4%
ZB
1725
Zions Bancorporation
Utah
$256K +$126K +783 +114%
67 68
69
70 71