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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
FIM
2176
Fernwood Investment Management
Massachusetts
$71.7K +$65.3K +315 New
EC
2177
EntryPoint Capital
New York
$71.3K +$2.28K +11 +4%
OPTFSNA
2178
Old Point Trust & Financial Services N A
Virginia
$68.8K +$62.6K +302 New
NMM
2179
Naples Money Management
Florida
$68.5K – – –
FIM
2180
FWL Investment Management
Texas
$68.3K – – –
QPBE
2181
Quintet Private Bank (Europe)
Luxembourg
$68K +$53.7K +259 New
C
2182
Covestor
United Kingdom
$67K +$415 +2 +0.7%
RDFA
2183
Ritter Daniher Financial Advisory
Ohio
$66.7K – – –
ACA
2184
Atlas Capital Advisors
Wyoming
$65.1K +$10.8K +52 +22%
RFS
2185
Richardson Financial Services
Massachusetts
$64.2K +$1.66K +8 +3%
BSC
2186
Brown Shipley & Co
United Kingdom
$63.6K +$58.1K +280 New
CMP
2187
Coston McIsaac & Partners
Maine
$63K – – –
GWSA
2188
Global Wealth Strategies & Associates
Colorado
$61.9K – – –
AWM
2189
AllSquare Wealth Management
New York
$61.7K -$5.18K -25 -8%
HC
2190
Hoese & Co
Minnesota
$61.4K – – –
WAG
2191
Wiser Advisor Group
Arizona
$59.4K – – –
SC
2192
Stephens Consulting
Michigan
$58.7K – – –
IFAM
2193
Institutional & Family Asset Management
Colorado
$57.3K – – –
CHA
2194
Carmichael Hill & Associates
Maryland
$56.7K – – –
FWM
2195
FSA Wealth Management
Massachusetts
$55.3K – – –
RS
2196
Rakuten Securities
Japan
$52.8K +$22K +106 +84%
FP
2197
Financial Perspectives
Minnesota
$52.4K -$415 -2 -0.9%
WCM
2198
Winthrop Capital Management
Indiana
$52K – – –
BCMLT
2199
Beacon Capital Management LLC (Tennessee)
Tennessee
$51.8K +$29.2K +141 +162%
NIC
2200
Northwest Investment Counselors
Oregon
$51.5K +$46.9K +226 New
86 87
88
89 90