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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
PK
1051
Pflug Koory
Nebraska
$843K +$39.2K +250 +5%
WP
1052
WealthSource Partners
California
$841K +$206K +1,314 +35%
SA
1053
Strategic Advisors
New York
$839K -$10.8K -69 -1%
LCS
1054
Levin Capital Strategies
New York
$837K -$157K -1,000 -16%
FHA
1055
Flagship Harbor Advisors
Massachusetts
$835K -$2.51K -16 -0.3%
MCM
1056
Manchester Capital Management
Vermont
$834K – – –
RCC
1057
Red Cedar Capital
Nebraska
$833K – – –
PFBT
1058
Parkside Financial Bank & Trust
Missouri
$830K -$253K -1,618 -24%
LW
1059
Linscomb Wealth
Texas
$829K +$38.2K +244 +5%
SBH
1060
Segall Bryant & Hamill
Illinois
$826K +$39.3K +251 +5%
AAM
1061
Arabesque Asset Management
United Kingdom
$826K +$783K +5,000 New
LRPA
1062
L. Roy Papp & Associates
Arizona
$825K – – –
AIC
1063
Ameritas Investment Company
Nebraska
$823K -$202K -1,291 -28%
SCA
1064
Sippican Capital Advisors
Massachusetts
$822K -$3.92K -25 -0.5%
BTWM
1065
Baker Tilly Wealth Management
Wisconsin
$819K +$51.4K +328 +7%
MWM
1066
Mission Wealth Management
California
$817K -$27.6K -176 -3%
DI
1067
Diligent Investors
California
$817K -$6.26K -40 -0.8%
BAAM
1068
Baker Avenue Asset Management
California
$816K +$63.7K +407 +9%
EAM
1069
Evanson Asset Management
California
$815K -$10.5K -67 -1%
BFC
1070
Bedel Financial Consulting
Indiana
$814K -$2.98K -19 -0.4%
GA
1071
GoalVest Advisory
New York
$814K +$138K +878 +22%
DW
1072
Domani Wealth
Pennsylvania
$807K -$470K -3,000 -38%
WA
1073
WBH Advisory
Maryland
$804K -$7.52K -48 -1%
MAM
1074
Madison Asset Management
Wisconsin
$801K +$1.41K +9 +0.2%
AIM
1075
Alhambra Investment Management
Florida
$798K – – –
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