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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
1076
Carmignac Gestion
France
$605K +$415K +3,750 +300%
BS
1077
Boenning & Scattergood
Pennsylvania
$603K – – –
SFA
1078
Sequoia Financial Advisors
Ohio
$603K +$25.3K +228 +5%
CPO
1079
Cerity Partners OCIO
New York
$602K -$665 -6 -0.1%
DI
1080
Diligent Investors
California
$602K +$44.4K +401 +9%
BA
1081
Birinyi Associates
Connecticut
$599K -$32.6K -294 -6%
PFO
1082
Pathstone Family Office
New Jersey
$599K +$42.1K +380 +8%
GW
1083
GW & Wade
Massachusetts
$598K +$175K +1,578 +47%
FPCG
1084
Fort Pitt Capital Group
Pennsylvania
$596K -$172K -1,550 -24%
S
1085
SignatureFD
Georgia
$595K +$25.8K +233 +5%
LW
1086
Linscomb Wealth
Texas
$591K -$17.2K -155 -3%
ST
1087
Spinnaker Trust
Maine
$590K – – –
FNBOSM
1088
First National Bank of South Miami
Florida
$589K -$45.4K -410 -8%
AFC
1089
AFT Forsyth & Company
Florida
$587K -$7.75K -70 -1%
FCCM
1090
First City Capital Management
Georgia
$586K -$425K -3,839 -46%
YWP
1091
YorkBridge Wealth Partners
New York
$585K -$65.9K -595 -11%
MAM
1092
Madison Asset Management
Wisconsin
$585K +$536K +4,839 New
EAM
1093
Evanson Asset Management
California
$584K +$111 +1 +0%
PTC
1094
Philadelphia Trust Company
Pennsylvania
$582K -$67.4K -609 -11%
TWA
1095
TCI Wealth Advisors
Arizona
$582K +$44.6K +403 +9%
AF
1096
Advisornet Financial
Minnesota
$579K -$87.7K -792 -14%
BFC
1097
Bedel Financial Consulting
Indiana
$578K +$997 +9 +0.2%
SVWAG
1098
Sound View Wealth Advisors Group
Georgia
$573K -$283K -2,556 -35%
AL
1099
Aspiriant LLC
California
$573K +$11K +99 +2%
TCM
1100
Tufton Capital Management
Maryland
$572K -$38K -343 -7%
42 43
44
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