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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
PFS
976
Prospera Financial Services
Texas
$540K +$7.91K +83 +2%
MCM
977
Manchester Capital Management
Vermont
$537K – – –
RA
978
RFG Advisory
Alabama
$536K -$13.8K -145 -3%
SCI
979
S&CO Inc
Massachusetts
$536K – – –
RCC
980
Red Cedar Capital
Nebraska
$536K +$514K +5,400 New
MFW
981
Meristem Family Wealth
Minnesota
$534K – – –
AF
982
Arrow Financial
New York
$528K -$22.9K -240 -4%
RG
983
Rathbones Group
United Kingdom
$525K -$248K -2,600 -33%
BC
984
Brinker Capital
Pennsylvania
$525K -$13.6K -143 -3%
EHC
985
Everett Harris & Co
California
$522K – – –
BSA
986
Braun Stacey Associates
New York
$521K +$54.8K +575 +12%
HFS
987
Haverford Financial Services
Pennsylvania
$520K – – –
HCMNY
988
Howard Capital Management (New York)
New York
$518K -$2.38K -25 -0.5%
ERIM
989
Eagle Ridge Investment Management
Connecticut
$516K +$9.52K +100 +2%
WA
990
WP Advisors
California
$515K -$14.6K -153 -3%
S
991
SignatureFD
Georgia
$515K +$44.7K +469 +10%
WPP
992
Whalerock Point Partners
Rhode Island
$507K +$33.3K +350 +7%
SFA
993
Sequoia Financial Advisors
Ohio
$503K +$130K +1,370 +37%
SWMG
994
Signature Wealth Management Group
Georgia
$503K +$482K +5,065 New
CAM
995
Close Asset Management
United Kingdom
$497K -$262K -2,750 -35%
BFC
996
Blue Fin Capital
Rhode Island
$497K -$132K -1,388 -22%
CSM
997
CAMG Solamere Management
North Carolina
$497K -$33.3K -350 -7%
ATC
998
Argent Trust Co
Tennessee
$494K -$54.1K -568 -10%
HIM
999
Hermes Investment Management
United Kingdom
$492K – – –
FCCM
1000
First City Capital Management
Georgia
$489K -$2.38K -25 -0.5%
38 39
40
41 42