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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
WC
976
Weil Company
California
$749K +$8.22K +70 +1%
BHB
977
Bank Hapoalim BM
Israel
$742K – – –
SWRP
978
Summit Wealth & Retirement Planning
California
$741K – – –
MAFM
979
Mid Atlantic Financial Management
Pennsylvania
$740K -$51.4K -438 -7%
MGIA
980
Moneta Group Investment Advisors
Missouri
$734K -$30.2K -257 -4%
EP
981
Edgestream Partners
New Jersey
$734K +$419K +3,566 +150%
PVWM
982
Point View Wealth Management
New Jersey
$733K -$14.8K -126 -2%
CAG
983
Csenge Advisory Group
Florida
$732K -$72.4K -616 -9%
GC
984
Garde Capital
Washington
$732K – – –
LWANC
985
Laurel Wealth Advisors (North Carolina)
North Carolina
$731K -$16.8K -143 -2%
WWM
986
Western Wealth Management
Colorado
$730K -$67.8K -577 -9%
SVWAG
987
Sound View Wealth Advisors Group
Georgia
$730K +$694K +5,910 New
TCM
988
Teza Capital Management
Illinois
$730K +$695K +5,917 New
SCI
989
S&CO Inc
Massachusetts
$728K – – –
BIA
990
Bigelow Investment Advisors
Maine
$728K +$160K +1,360 +30%
AF
991
Advisornet Financial
Minnesota
$722K -$9.98K -85 -1%
NICM
992
Neo Ivy Capital Management
New York
$721K +$437K +3,723 +176%
BOTW
993
Bank of the West
California
$718K +$19.5K +166 +3%
EM
994
Excalibur Management
Massachusetts
$711K -$29.4K -250 -4%
YWP
995
YorkBridge Wealth Partners
New York
$708K -$36.1K -307 -5%
FPA
996
First Pacific Advisors
California
$704K – – –
LSAG
997
Lake Street Advisors Group
New Hampshire
$702K -$33.1K -282 -5%
MC
998
Middleton & Co
Massachusetts
$691K -$117K -1,000 -15%
QCM
999
Quest Capital Management
Texas
$687K -$24.3K -207 -4%
RC
1000
RegentAtlantic Capital
New Jersey
$687K -$5.52K -47 -0.8%
38 39
40
41 42