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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
PAS
1126
Park Avenue Securities
New York
$611K +$14.3K +108 +3%
SKK
1127
Shepherd Kaplan Krochuk
Massachusetts
$608K -$225K -1,700 -28%
KFS
1128
Kurt F. Somerville
$608K – – –
PWPS
1129
Pinnacle Wealth Planning Services
Ohio
$607K +$60.3K +456 +12%
PHS
1130
Pekin Hardy Strauss
Illinois
$605K +$34.9K +264 +7%
OL
1131
Optas LLC
Texas
$604K -$549K -4,155 -49%
LWM
1132
Lyell Wealth Management
California
$599K -$2.11K -16 -0.4%
MOS
1133
MGO One Seven
Ohio
$599K +$34.9K +264 +7%
AB
1134
Atlas Brown
Kentucky
$598K – – –
BIM
1135
Baldwin Investment Management
Pennsylvania
$595K +$36.3K +275 +7%
SLF
1136
Sun Life Financial
Ontario, Canada
$593K -$7.66K -58 -1%
CCT
1137
Chemung Canal Trust
New York
$590K -$473K -3,578 -46%
MGIA
1138
Moneta Group Investment Advisors
Missouri
$590K +$11.2K +85 +2%
ONB
1139
Old National Bancorp
Indiana
$587K -$9.64K -73 -2%
HBT
1140
Hills Bank & Trust
Iowa
$585K – – –
TIS
1141
Tortoise Index Solutions
Kansas
$585K +$135K +1,021 +33%
LP
1142
LGL Partners
Pennsylvania
$584K +$264 +2 +0%
ICP
1143
Interchange Capital Partners
Pennsylvania
$580K -$69.9K -529 -12%
GSWM
1144
Golden State Wealth Management
California
$580K -$58K -439 -10%
CI
1145
CX Institutional
Indiana
$579K -$2.79M -21,122 -84%
PGAM
1146
Princeton Global Asset Management
New Jersey
$575K – – –
VWM
1147
Venturi Wealth Management
Texas
$574K +$536K +4,059 New
GA
1148
GoalVest Advisory
New York
$573K +$14K +106 +3%
IA
1149
IFP Advisors
Florida
$571K +$31.3K +237 +6%
SFS
1150
Sowell Financial Services
Arkansas
$569K +$5.29K +40 +1%
44 45
46
47 48