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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
JFGIW
1026
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$229K -$66.4K -1,141 -23%
S
1027
SignatureFD
Georgia
$228K +$47.5K +816 +28%
SWA
1028
Sutton Wealth Advisors
Florida
$226K +$214K +3,685 New
LJHT
1029
Laurie J. Hall Trustee
$226K – – –
ZAM
1030
Zevin Asset Management
Massachusetts
$226K +$3.72K +64 +2%
CFA
1031
Carroll Financial Associates
North Carolina
$225K -$291 -5 -0.1%
SBH
1032
Segall Bryant & Hamill
Illinois
$222K -$16.4K -282 -7%
DCM
1033
Dynamic Capital Management
Jersey
$221K +$209K +3,600 New
SMH
1034
Sanders Morris Harris
Texas
$220K +$209K +3,596 New
WC
1035
Whitnell & Co
Illinois
$219K -$7.21K -124 -3%
CPO
1036
Cerity Partners OCIO
New York
$219K -$1.86K -32 -0.9%
IP
1037
Investment Partners
Ohio
$219K +$184K +3,158 New
PFS
1038
Physicians Financial Services
North Carolina
$218K -$102K -1,750 -33%
DAM
1039
Doheny Asset Management
California
$218K +$5.82K +100 +3%
WAM
1040
Wealthspire Advisors (Maryland)
Maryland
$216K -$148K -2,536 -42%
IWMPD
1041
Integrated Wealth Management (Palm Desert)
California
$216K -$1.69K -29 -0.8%
PIM
1042
Profit Investment Management
Maryland
$216K – – –
CIP
1043
Champlain Investment Partners
Vermont
$215K +$204K +3,500 New
RWA
1044
River Wealth Advisors
Pennsylvania
$214K -$30.9K -532 -13%
GW
1045
GW & Wade
Massachusetts
$214K +$203K +3,485 New
WCM
1046
Weik Capital Management
Pennsylvania
$213K -$40.7K -700 -17%
FNBOH
1047
First National Bank of Hutchinson
Kansas
$212K – – –
DBIA
1048
Dumont & Blake Investment Advisors
New Jersey
$210K -$493K -8,475 -71%
FHC
1049
First Heartland Consultants
Missouri
$210K -$154K -2,655 -44%
CSA
1050
Cottage Street Advisors
Massachusetts
$209K – – –
40 41
42
43 44