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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
976
Compton Capital Management
Rhode Island
$784K -$23.9K -200 -3%
PGWM
977
Parisi Gray Wealth Management
New Jersey
$784K -$1.67K -14 -0.2%
VRS
978
Virginia Retirement Systems
Virginia
$784K – – –
TPCW
979
TD Private Client Wealth
New York
$783K +$752K +6,288 New
11A
980
10-15 Associates
New York
$782K +$543K +4,541 +261%
CB
981
Community Bank
New York
$781K -$35.9K -300 -5%
TW
982
TrinityPoint Wealth
Connecticut
$780K +$2.03K +17 +0.3%
FWCM
983
Ferguson Wellman Capital Management
Oregon
$778K -$165K -1,377 -18%
RA
984
RFG Advisory
Alabama
$777K -$36.8K -308 -5%
MWM
985
MorganRosel Wealth Management
Colorado
$775K -$29.4K -246 -4%
IC
986
IEQ Capital
California
$768K +$737K +6,163 New
OFS
987
Oldfather Financial Services
Nebraska
$766K +$695K +5,819 New
FNBOSM
988
First National Bank of South Miami
Florida
$763K -$6.93K -58 -0.9%
AIM
989
Alhambra Investment Management
Florida
$757K +$726K +6,078 New
WC
990
Weil Company
California
$756K – – –
BAM
991
Boyar Asset Management
New York
$755K -$36K -301 -5%
AA
992
Argent Advisors
Louisiana
$750K +$692K +5,787 New
TA
993
Tiedemann Advisors
New York
$748K -$435K -3,643 -38%
SWRP
994
Summit Wealth & Retirement Planning
California
$747K -$359 -3 -0%
RIM
995
Regent Investment Management
Kentucky
$747K – – –
PCA
996
Personal Capital Advisors
California
$745K -$61.5K -515 -8%
MGIA
997
Moneta Group Investment Advisors
Missouri
$737K -$19K -159 -3%
WA
998
WealthTrust Axiom
Pennsylvania
$736K – – –
SC
999
Sepio Capital
Utah
$735K -$998K -8,353 -59%
LWANC
1000
Laurel Wealth Advisors (North Carolina)
North Carolina
$735K -$2.99K -25 -0.4%
38 39
40
41 42