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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
UHC
901
Union Heritage Capital
Michigan
$2.7M – – –
VA
902
Vident Advisory
Georgia
$2.7M +$599K +2,407 +32%
WANY
903
Wealthspire Advisors (New York)
New York
$2.68M +$1.1M +4,428 +81%
BIA
904
Bigelow Investment Advisors
Maine
$2.67M -$29.9K -120 -1%
SIG
905
Sargent Investment Group
Maryland
$2.67M +$336K +1,348 +16%
JIC
906
Joel Isaacson & Co
New York
$2.67M -$63.7K -256 -3%
WIC
907
Wilkins Investment Counsel
Massachusetts
$2.67M -$311K -1,250 -11%
DAM
908
Doheny Asset Management
California
$2.66M -$12.4K -50 -0.5%
RA
909
RFG Advisory
Alabama
$2.66M +$244K +979 +11%
XWM
910
Xcel Wealth Management
Florida
$2.66M -$7.47K -30 -0.3%
AP
911
Americana Partners
Texas
$2.65M +$10.5K +42 +0.4%
PIM
912
Penobscot Investment Management
Massachusetts
$2.65M +$38.3K +154 +2%
IPW
913
Inlet Private Wealth
Florida
$2.64M – – –
WWM
914
Wolff Wiese Magana
California
$2.62M +$33.9K +136 +1%
FSA
915
Financial Security Advisor
Virginia
$2.62M -$38.3K -154 -2%
KC
916
Knuff & Co
California
$2.62M – – –
MHIC
917
Marble Harbor Investment Counsel
Massachusetts
$2.6M -$6.22K -25 -0.3%
EW
918
Evoke Wealth
California
$2.6M +$2.38M +9,573 New
PT
919
Plimoth Trust
Massachusetts
$2.59M -$93.9K -377 -4%
TBNY
920
Trustco Bank (New York)
New York
$2.58M -$44.8K -180 -2%
HI
921
Horizon Investments
North Carolina
$2.57M -$275K -1,105 -10%
HFM
922
Hartford Funds Management
Pennsylvania
$2.55M +$57.5K +231 +3%
ECM
923
Evergreen Capital Management
Washington
$2.55M +$62.7K +252 +3%
IFWM
924
Institute for Wealth Management
Colorado
$2.54M -$4.48K -18 -0.2%
TC
925
TAGStone Capital
North Carolina
$2.54M +$28.1K +113 +1%
35 36
37
38 39