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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
951
Evermay Wealth Management
Virginia
$842K +$46.6K +390 +6%
PK
952
Pflug Koory
Nebraska
$841K -$4.78K -40 -0.6%
JIC
953
Joel Isaacson & Co
New York
$841K – – –
PHK
954
Point72 Hong Kong
Hong Kong
$837K +$804K +6,727 New
LDB
955
Lee, Danner & Bass
Tennessee
$836K – – –
PFBT
956
Parkside Financial Bank & Trust
Missouri
$833K +$270K +2,257 +51%
TBA
957
Tower Bridge Advisors
Pennsylvania
$829K -$767K -6,415 -49%
MMG
958
Monetary Management Group
Missouri
$828K -$44.8K -375 -5%
BMA
959
Brooks Moore & Associates
Tennessee
$828K – – –
DWM
960
Doyle Wealth Management
Florida
$826K -$8.84K -74 -1%
FPA
961
First Pacific Advisors
California
$824K +$110K +920 +16%
TC
962
Telemus Capital
Michigan
$821K -$9.56K -80 -1%
LRPA
963
L. Roy Papp & Associates
Arizona
$818K -$98.8K -827 -11%
CW
964
CreativeOne Wealth
Kansas
$818K -$4.66K -39 -0.6%
CWM
965
Cornerstone Wealth Management
Missouri
$818K +$24.4K +204 +3%
SFS
966
Sowell Financial Services
Arkansas
$818K +$110K +918 +16%
SW
967
SteelPeak Wealth
California
$818K +$785K +6,570 New
TCPWM
968
Traverso Chambers Private Wealth Management
California
$816K -$51.4K -430 -6%
HFS
969
Haverford Financial Services
Pennsylvania
$813K – – –
SCA
970
Sippican Capital Advisors
Massachusetts
$809K -$6.21K -52 -0.8%
ECM
971
ETrade Capital Management
Virginia
$798K -$274K -2,289 -26%
BP
972
Ballentine Partners
Massachusetts
$796K -$12.2K -102 -2%
GC
973
Grimes & Company
Massachusetts
$793K -$686K -5,737 -47%
SBH
974
Segall Bryant & Hamill
Illinois
$792K +$2.99K +25 +0.4%
CAG
975
Crestwood Advisors Group
Massachusetts
$788K – – –
37 38
39
40 41