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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
WKWM
1001
Walter & Keenan Wealth Management
Indiana
$2.32M +$9.16K +31 +0.4%
EAM
1002
EFG Asset Management
Oregon
$2.32M -$393K -1,328 -13%
ISL
1003
Ingalls & Snyder LLC
New York
$2.32M – – –
GC
1004
GFG Capital
Florida
$2.31M -$534K -1,805 -17%
FPAS
1005
Focus Partners Advisor Solutions
Missouri
$2.31M +$245K +828 +11%
WIC
1006
Wilkins Investment Counsel
Massachusetts
$2.3M -$91.6K -310 -4%
TAM
1007
Tealwood Asset Management
Minnesota
$2.29M +$2.52M +8,525 New
FIM
1008
Freedom Investment Management
Connecticut
$2.28M -$99.6K -337 -4%
HR
1009
Hardy Reed
Mississippi
$2.27M +$591 +2 +0%
HCMG
1010
Howard Capital Management Group
California
$2.27M – – –
RSWM
1011
Robertson Stephens Wealth Management
California
$2.26M +$568K +1,921 +30%
PCG
1012
Prosperity Consulting Group
Maryland
$2.26M +$2.66K +9 +0.1%
SAM
1013
Sawgrass Asset Management
Florida
$2.25M -$332K -1,122 -12%
LFG
1014
Lazard Frères Gestion
France
$2.25M +$326K +1,102 +15%
AM
1015
AGF Management
Ontario, Canada
$2.25M -$77.7K -263 -3%
FNBT
1016
FineMark National Bank & Trust
Florida
$2.24M -$138K -467 -5%
NEAM
1017
New England Asset Management
Connecticut
$2.24M -$1.05M -3,540 -30%
BOS
1018
Bank of Stockton
California
$2.24M -$133K -450 -5%
SFS
1019
Sowell Financial Services
Arkansas
$2.23M +$2.45M +8,285 New
SIAG
1020
Signet Investment Advisory Group
Rhode Island
$2.23M +$31.3K +106 +1%
BB
1021
Berkshire Bank
Massachusetts
$2.22M -$42.9K -145 -2%
WIC
1022
Woodmont Investment Counsel
Tennessee
$2.22M -$4.43K -15 -0.2%
CS
1023
Cannell & Spears
New York
$2.22M +$6.21K +21 +0.3%
SWA
1024
SOA Wealth Advisors
New York
$2.21M +$23.6K +80 +1%
GWM
1025
Geneos Wealth Management
Colorado
$2.21M +$592K +2,003 +32%
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