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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
BFM
1076
Boston Financial Management
Massachusetts
$694K -$103K -777 -14%
FCCM
1077
First City Capital Management
Georgia
$692K -$3.3K -25 -0.5%
AFC
1078
AFT Forsyth & Company
Florida
$688K +$1.32K +10 +0.2%
PK
1079
Pflug Koory
Nebraska
$686K -$33K -250 -5%
DA
1080
Doliver Advisors
Texas
$686K +$22.5K +170 +4%
MAM
1081
Madison Asset Management
Wisconsin
$684K – – –
AIM
1082
Alhambra Investment Management
Florida
$683K -$85.9K -650 -12%
MMG
1083
Monetary Management Group
Missouri
$682K -$39.6K -300 -6%
EGM
1084
Engineers Gate Manager
New York
$679K +$395K +2,990 +165%
AF
1085
Advisornet Financial
Minnesota
$678K +$661 +5 +0.1%
SAM
1086
S.A. Mason
Michigan
$678K +$33K +250 +6%
LW
1087
Linscomb Wealth
Texas
$675K -$14.3K -108 -2%
YWP
1088
YorkBridge Wealth Partners
New York
$673K -$10.3K -78 -2%
SBH
1089
Segall Bryant & Hamill
Illinois
$670K -$106K -800 -14%
VWA
1090
V Wealth Advisors
Kansas
$670K +$27K +204 +4%
TCM
1091
Tufton Capital Management
Maryland
$669K – – –
WA
1092
WBH Advisory
Maryland
$666K +$132 +1 +0%
6F
1093
626 Financial
Michigan
$666K +$471K +3,564 New
RMCM
1094
Reynders McVeigh Capital Management
Massachusetts
$661K -$5.42K -41 -0.9%
SC
1095
Schulhoff & Co
Ohio
$657K – – –
TWA
1096
TCI Wealth Advisors
Arizona
$656K -$23K -174 -4%
BA
1097
Birinyi Associates
Connecticut
$655K -$42.9K -325 -7%
BTWM
1098
Baker Tilly Wealth Management
Wisconsin
$655K +$218K +1,647 +55%
AL
1099
Aspiriant LLC
California
$652K -$13.5K -102 -2%
LIM
1100
Leavell Investment Management
Alabama
$650K -$13.2K -100 -2%
42 43
44
45 46