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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
PL
1101
Perpetual Ltd
Australia
$911K +$916K +5,520 New
SCM
1102
Shelton Capital Management
Colorado
$910K +$617K +3,720 +207%
DI
1103
Diligent Investors
California
$907K – – –
IA
1104
Icon Advisers
Colorado
$907K +$912K +5,500 New
FFM
1105
Forum Financial Management
Illinois
$906K -$15.4K -93 -2%
BAM
1106
Boyar Asset Management
New York
$906K +$16.6K +100 +2%
HWM
1107
Hohimer Wealth Management
Washington
$905K +$617K +3,718 +210%
GIA
1108
Guyasuta Investment Advisors
Pennsylvania
$900K +$456K +2,750 +102%
HFM
1109
Hartford Funds Management
Pennsylvania
$899K +$116K +697 +15%
MG
1110
Mather Group
Illinois
$899K -$989K -5,961 -52%
PC
1111
Pecaut & Co
Iowa
$895K – – –
AC
1112
Arjuna Capital
North Carolina
$891K +$896K +5,403 New
VI
1113
Versor Investments
New York
$891K +$495K +2,981 +123%
SIG
1114
Sargent Investment Group
Maryland
$890K -$498 -3 -0.1%
FNBOSM
1115
First National Bank of South Miami
Florida
$883K -$98K -591 -10%
SFS
1116
Sowell Financial Services
Arkansas
$875K +$880K +5,302 New
LCM
1117
Lewis Capital Management
California
$870K +$166 +1 +0%
HVM
1118
Harvest Volatility Management
Connecticut
$863K -$42.1K -254 -5%
LRPA
1119
L. Roy Papp & Associates
Arizona
$860K – – –
AL
1120
Aspiriant LLC
California
$855K -$3.32K -20 -0.4%
LA
1121
LVW Advisors
New York
$855K +$9.95K +60 +1%
PPWP
1122
Proquility Private Wealth Partners
Nevada
$854K +$859K +5,180 New
BFC
1123
Bedel Financial Consulting
Indiana
$854K +$3.15K +19 +0.4%
VRM
1124
Vectors Research Management
New York
$854K – – –
HC
1125
HNP Capital
New York
$854K – – –
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45
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