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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1076
WealthTrust Axiom
Pennsylvania
$830K – – –
S
1077
Seeyond
France
$828K -$33.8K -223 -4%
TPW
1078
Transatlantique Private Wealth
New York
$825K – – –
DWM
1079
Doyle Wealth Management
Florida
$822K +$1.67K +11 +0.2%
FNBOSM
1080
First National Bank of South Miami
Florida
$820K -$52.7K -348 -5%
GIA
1081
Guyasuta Investment Advisors
Pennsylvania
$817K – – –
KWILP
1082
Kiwi Wealth Investments Limited Partnership
New Zealand
$812K – – –
AF
1083
Ally Financial
Michigan
$809K – – –
WC
1084
Weil Company
California
$809K – – –
BS
1085
Boenning & Scattergood
Pennsylvania
$805K +$47.1K +311 +5%
LA
1086
Lifeworks Advisors
Michigan
$798K -$39.2K -259 -5%
AF
1087
Advisornet Financial
Minnesota
$787K +$7.42K +49 +0.8%
CI
1088
Conning Inc
Connecticut
$785K -$104K -684 -11%
DBT
1089
Dubuque Bank & Trust
Iowa
$784K -$62.2K -411 -7%
WP
1090
WealthSource Partners
California
$783K +$97.3K +643 +12%
EIP
1091
Ellis Investment Partners
Pennsylvania
$783K +$128K +843 +17%
TW
1092
TrinityPoint Wealth
Connecticut
$782K -$1.58M -10,455 -64%
HWP
1093
Highline Wealth Partners
California
$779K +$874K +5,775 New
FMAEN1
1094
Fund Management at Engine No 1
California
$778K -$59.3K -392 -6%
LWANC
1095
Laurel Wealth Advisors (North Carolina)
North Carolina
$778K +$151 +1 +0%
LWM
1096
Lyell Wealth Management
California
$776K -$8.78K -58 -1%
BTWM
1097
Baker Tilly Wealth Management
Wisconsin
$774K +$49.8K +329 +6%
PCM
1098
Prelude Capital Management
New York
$770K +$539K +3,558 +165%
CS
1099
Cannell & Spears
New York
$769K – – –
TWI
1100
Thomas White International
Illinois
$766K – – –
42 43
44
45 46