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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
1051
Morse Asset Management
Connecticut
$849K – – –
PK
1052
Pflug Koory
Nebraska
$843K +$39.2K +250 +5%
WP
1053
WealthSource Partners
California
$841K +$206K +1,314 +35%
SA
1054
Strategic Advisors
New York
$839K -$10.8K -69 -1%
LCS
1055
Levin Capital Strategies
New York
$837K -$157K -1,000 -16%
FHA
1056
Flagship Harbor Advisors
Massachusetts
$835K -$2.51K -16 -0.3%
MCM
1057
Manchester Capital Management
Vermont
$834K – – –
RCC
1058
Red Cedar Capital
Nebraska
$833K – – –
PFBT
1059
Parkside Financial Bank & Trust
Missouri
$830K -$253K -1,618 -24%
LW
1060
Linscomb Wealth
Texas
$829K +$38.2K +244 +5%
SBH
1061
Segall Bryant & Hamill
Illinois
$826K +$39.3K +251 +5%
AAM
1062
Arabesque Asset Management
United Kingdom
$826K +$783K +5,000 New
LRPA
1063
L. Roy Papp & Associates
Arizona
$825K – – –
AIC
1064
Ameritas Investment Company
Nebraska
$823K -$202K -1,291 -28%
SCA
1065
Sippican Capital Advisors
Massachusetts
$822K -$3.92K -25 -0.5%
BTWM
1066
Baker Tilly Wealth Management
Wisconsin
$819K +$51.4K +328 +7%
MWM
1067
Mission Wealth Management
California
$817K -$27.6K -176 -3%
DI
1068
Diligent Investors
California
$817K -$6.26K -40 -0.8%
BAAM
1069
Baker Avenue Asset Management
California
$816K +$63.7K +407 +9%
EAM
1070
Evanson Asset Management
California
$815K -$10.5K -67 -1%
BFC
1071
Bedel Financial Consulting
Indiana
$814K -$2.98K -19 -0.4%
GA
1072
GoalVest Advisory
New York
$814K +$138K +878 +22%
DW
1073
Domani Wealth
Pennsylvania
$807K -$470K -3,000 -38%
WA
1074
WBH Advisory
Maryland
$804K -$7.52K -48 -1%
MAM
1075
Madison Asset Management
Wisconsin
$801K +$1.41K +9 +0.2%
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