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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
FCI
901
Financial Counselors Inc
Kansas
$705K -$41K -431 -6%
MMG
902
Monetary Management Group
Missouri
$705K -$23.8K -250 -3%
PK
903
Pflug Koory
Nebraska
$705K -$11.9K -125 -2%
FPCM
904
Financial Partners Capital Management
New York
$704K -$63.4K -666 -9%
LRPA
905
L. Roy Papp & Associates
Arizona
$702K – – –
LNB
906
Ledyard National Bank
$701K +$7.33K +77 +1%
CCM
907
Compton Capital Management
Rhode Island
$700K -$2.38K -25 -0.4%
PGWM
908
Parisi Gray Wealth Management
New Jersey
$700K +$674K +7,078 New
DW
909
Domani Wealth
Pennsylvania
$695K – – –
P
910
Pitcairn
Pennsylvania
$695K +$7.14K +75 +1%
LDB
911
Lee, Danner & Bass
Tennessee
$692K -$72.4K -760 -10%
JIC
912
Joel Isaacson & Co
New York
$690K +$14.3K +150 +2%
HT
913
Heritage Trust
Oklahoma
$688K -$40K -420 -6%
AFC
914
AFT Forsyth & Company
Florida
$688K +$660K +6,930 New
MPPLM
915
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$685K +$657K +6,894 New
AWM
916
AE Wealth Management
Kansas
$684K -$988K -10,378 -60%
HFM
917
Hartford Financial Management
Connecticut
$682K +$9.52K +100 +1%
QIM
918
Quest Investment Management
Oregon
$678K +$64.4K +676 +11%
GRP
919
Global Retirement Partners
California
$678K +$350K +3,679 +117%
BHBT
920
Burke & Herbert Bank & Trust
Virginia
$673K +$3.05K +32 +0.5%
HCM
921
Highbridge Capital Management
New York
$672K -$505K -5,301 -44%
NA
922
NewEdge Advisors
Louisiana
$671K +$42.2K +443 +7%
TC
923
Telemus Capital
Michigan
$670K +$11.6K +122 +2%
PTC
924
Private Trust Company
Ohio
$667K -$12.7K -133 -2%
WT
925
Washington Trust
Rhode Island
$667K – – –
35 36
37
38 39