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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
1026
Sowell Financial Services
Arkansas
$514K -$245K -2,658 -33%
HC
1027
HNP Capital
New York
$511K -$1.2M -13,079 -71%
MFG
1028
Magnus Financial Group
New York
$511K -$64.3K -698 -12%
MFW
1029
Meristem Family Wealth
Minnesota
$507K +$3.77K +41 +0.8%
BHWM
1030
Bar Harbor Wealth Management
New Hampshire
$506K -$238K -2,581 -33%
MGIA
1031
Moneta Group Investment Advisors
Missouri
$505K +$134K +1,450 +38%
OPS
1032
Orion Portfolio Solutions
Nebraska
$504K +$23.1K +251 +5%
BA
1033
Birinyi Associates
Connecticut
$504K +$82.9K +900 +20%
LNB
1034
Ledyard National Bank
$503K -$2.12K -23 -0.4%
CP
1035
Covenant Partners
Tennessee
$501K -$71.8K -780 -13%
IWP
1036
Icon Wealth Partners
Texas
$501K +$484K +5,260 New
S
1037
SignatureFD
Georgia
$497K -$55.3K -601 -10%
CIC
1038
Carnegie Investment Counsel
Ohio
$497K +$206K +2,235 +75%
PK
1039
Pflug Koory
Nebraska
$495K -$152K -1,650 -24%
ERIM
1040
Eagle Ridge Investment Management
Connecticut
$495K – – –
GSWM
1041
Golden State Wealth Management
California
$494K +$238K +2,587 +100%
FNBOSM
1042
First National Bank of South Miami
Florida
$493K -$38.4K -417 -7%
PGCM
1043
Prescott Group Capital Management
Oklahoma
$493K – – –
BS
1044
Boenning & Scattergood
Pennsylvania
$492K +$476K +5,165 New
HH
1045
Hilltop Holdings
Texas
$487K +$36.6K +397 +8%
AF
1046
Advisornet Financial
Minnesota
$483K -$35K -380 -7%
TCM
1047
Tufton Capital Management
Maryland
$483K – – –
RIM
1048
Rampart Investment Management
Connecticut
$480K -$6.54K -71 -1%
RCC
1049
Red Cedar Capital
Nebraska
$480K – – –
AIM
1050
Acropolis Investment Management
Missouri
$479K -$65.1K -707 -12%
40 41
42
43 44