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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
LNC
1051
Lincoln National Corp
Pennsylvania
$529K +$197K +1,877 +63%
MHS
1052
M Holdings Securities
Oregon
$522K +$136K +1,295 +37%
RIL
1053
Rothschild Investment LLC
Illinois
$520K – – –
V
1054
VeraBank
Texas
$519K – – –
MFG
1055
Magnus Financial Group
New York
$511K +$525 +5 +0.1%
BMC
1056
Beaton Management Company
Massachusetts
$509K -$312K -2,971 -39%
GAM
1057
Garrison Asset Management
Arkansas
$508K – – –
SC
1058
Schulhoff & Co
Ohio
$508K – – –
LC
1059
Lavaca Capital
Texas
$506K – – –
HCMNY
1060
Howard Capital Management (New York)
New York
$499K -$42K -400 -8%
BIA
1061
Bigelow Investment Advisors
Maine
$496K +$44.6K +424 +10%
EWA
1062
EP Wealth Advisors
California
$494K +$35.1K +334 +8%
MAM
1063
Magellan Asset Management
Australia
$492K +$34.4K +327 +8%
PGAM
1064
Princeton Global Asset Management
New Jersey
$491K – – –
BJL
1065
Brighton Jones LLC
Washington
$489K -$23.5K -224 -5%
LIM
1066
Leavell Investment Management
Alabama
$488K -$10.5K -100 -2%
IWS
1067
Insight Wealth Strategies
California
$488K +$15.9K +151 +4%
CP
1068
Covenant Partners
Tennessee
$483K +$464K +4,419 New
S
1069
SignatureFD
Georgia
$481K -$337K -3,203 -42%
BBNA
1070
Bremer Bank National Association
Minnesota
$477K +$427K +4,066 New
TNB
1071
Thomasville National Bank
Georgia
$473K -$11.1K -106 -2%
JFL
1072
Jarislowsky, Fraser Ltd
Quebec, Canada
$472K – – –
FHA
1073
Flagship Harbor Advisors
Massachusetts
$467K +$1.89K +18 +0.4%
PAS
1074
Park Avenue Securities
New York
$467K +$440K +4,183 New
CPO
1075
Cerity Partners OCIO
New York
$466K +$10.7K +102 +2%
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