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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
SGK
1751
Steigerwald Gordon & Koch
Virginia
$507K +$73.9K +250 +15%
HR
1752
Howe & Rusling
New York
$505K +$12.7K +43 +2%
MFC
1753
Mechanics Financial Corp
Ohio
$505K +$34.3K +116 +7%
RWP
1754
Ridgecrest Wealth Partners
California
$504K – – –
SIAP
1755
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$504K +$74.8K +253 +16%
KFGK
1756
Keystone Financial Group (Kentucky)
Kentucky
$503K +$5.03K +17 +0.9%
BIG
1757
Brookwood Investment Group
Arizona
$501K +$551K +1,864 New
AA
1758
Advisory Alpha
Michigan
$501K +$74.8K +253 +16%
AAS
1759
Annex Advisory Services
Wisconsin
$500K +$91.6K +310 +20%
SPWG
1760
Sage Private Wealth Group
Illinois
$500K +$2.66K +9 +0.5%
IIC
1761
Integrated Investment Consultants
Michigan
$499K +$33.1K +112 +6%
WCM
1762
Whitener Capital Management
North Carolina
$496K -$28.1K -95 -5%
LWM
1763
Liberty Wealth Management
California
$495K -$7.68K -26 -1%
HWMO
1764
Heritage Wealth Management (Ohio)
Ohio
$493K +$137K +465 +34%
PIP
1765
Peachtree Investment Partners
Florida
$492K +$177K +600 +49%
MTIC
1766
Missouri Trust & Investment Company
Missouri
$492K -$9.46K -32 -2%
FCM
1767
Fairbanks Capital Management
California
$491K -$31.3K -106 -5%
BFC
1768
Blue Fin Capital
Rhode Island
$491K – – –
VFA
1769
Values First Advisors
Tennessee
$490K +$183K +619 +51%
CCWM
1770
Cassaday & Co Wealth Management
Virginia
$490K -$28.7K -97 -5%
CIS
1771
Custom Index Systems
New York
$487K -$244K -824 -31%
FPW
1772
Flagship Private Wealth
Massachusetts
$486K -$89K -301 -14%
BOTPPF
1773
Board of the Pension Protection Fund
United Kingdom
$484K -$532K -1,800 -50%
BMWS
1774
Brady Martz Wealth Solutions
North Dakota
$484K +$296 +1 +0.1%
WFI
1775
West Family Investments
California
$483K -$6.5K -22 -1%
69 70
71
72 73