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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
1076
Weik Capital Management
Pennsylvania
$359K – – –
CSA
1077
Cottage Street Advisors
Massachusetts
$358K – – –
MRCM
1078
M&R Capital Management
New Jersey
$357K -$1.87K -18 -0.5%
SRC
1079
Shufro Rose & Co
New York
$355K – – –
TSWM
1080
Triangle Securities Wealth Management
North Carolina
$352K – – –
NWP
1081
Northstar Wealth Partners
Connecticut
$352K +$6.34K +61 +2%
CCMD
1082
Cypress Capital Management (Delaware)
Delaware
$352K +$21K +202 +7%
VCM
1083
Virtue Capital Management
Tennessee
$352K +$116K +1,119 +51%
JA
1084
JOYN Advisors
Georgia
$350K -$20.6K -198 -6%
MHS
1085
M Holdings Securities
Oregon
$350K +$20.5K +197 +6%
ATFA
1086
All Terrain Financial Advisors
Minnesota
$347K +$104 +1 +0%
NL
1087
NWAM LLC
Washington
$344K -$100K -962 -23%
OC
1088
Oakworth Capital
Alabama
$342K -$832 -8 -0.2%
SBWM
1089
Sunflower Bank Wealth Management
Arizona
$340K – – –
LSAG
1090
Lake Street Advisors Group
New Hampshire
$339K -$800K -7,689 -71%
GW
1091
GW & Wade
Massachusetts
$339K -$2.29K -22 -0.7%
KB
1092
Kimelman & Baird
New York
$339K +$331K +3,183 New
CAM
1093
Cypress Asset Management
Texas
$338K +$10.4K +100 +3%
SMH
1094
Sanders Morris Harris
Texas
$337K – – –
ACM
1095
AlphaStar Capital Management
North Carolina
$333K -$88.7K -853 -21%
FNBOH
1096
First National Bank of Hutchinson
Kansas
$333K – – –
SIC
1097
Salem Investment Counselors
North Carolina
$331K +$1.25K +12 +0.4%
BWA
1098
Burt Wealth Advisors
Maryland
$330K -$30.2K -290 -9%
AB
1099
Atlas Brown
Kentucky
$329K -$2.6K -25 -0.8%
FCBT
1100
First Citizens Bank & Trust
North Carolina
$329K +$22.5K +216 +8%
42 43
44
45 46