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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
TTWM
1051
TCV Trust & Wealth Management
Virginia
$337K -$1.27K -16 -0.4%
CFA
1052
Carroll Financial Associates
North Carolina
$337K +$112K +1,406 +48%
CYG
1053
Clean Yield Group
Vermont
$335K – – –
WC
1054
Whitnell & Co
Illinois
$334K -$7.93K -100 -2%
PHAM
1055
Palisades Hudson Asset Management
Florida
$333K – – –
UR
1056
USCA RIA
Texas
$333K +$40.8K +514 +14%
WCM
1057
Windsor Capital Management
Arizona
$331K +$338K +4,261 New
LA
1058
LVW Advisors
New York
$329K +$13.2K +167 +4%
WA
1059
Wheatland Advisors
Pennsylvania
$319K – – –
SSG
1060
Summit Securities Group
New York
$319K +$294K +3,700 +925%
SNT
1061
Security National Trust
West Virginia
$316K – – –
SPC
1062
Stewart & Patten Company
California
$315K -$3.97K -50 -1%
VFA
1063
Voya Financial Advisors
Connecticut
$314K +$103K +1,295 +47%
DI
1064
Diligent Investors
California
$313K – – –
HIC
1065
Harvey Investment Company
Kentucky
$310K -$66.1K -833 -17%
WA
1066
Wealth Architects
California
$309K +$315K +3,972 New
EVM
1067
Evelyn V. Moreno
$308K +$36.5K +460 +13%
PTB
1068
Pioneer Trust Bank
Oregon
$307K +$13.5K +170 +4%
ZAM
1069
Zevin Asset Management
Massachusetts
$306K -$21.5K -271 -6%
CG
1070
Caprock Group
Idaho
$306K +$37.2K +469 +14%
SGH
1071
Schonfeld Group Holdings
New York
$306K +$47.9K +604 +18%
HAIM
1072
Hunter Associates Investment Management
Pennsylvania
$305K – – –
MCWS
1073
McKinley Carter Wealth Services
West Virginia
$304K -$2.62K -33 -0.8%
SBH
1074
Segall Bryant & Hamill
Illinois
$303K -$43K -542 -12%
PHS
1075
Pekin Hardy Strauss
Illinois
$302K +$79 +1 +0%
41 42
43
44 45