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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
IC
1126
Intersect Capital
California
$689K +$45K +287 +7%
SVWAG
1127
Sound View Wealth Advisors Group
Georgia
$686K -$61.6K -393 -9%
KFS
1128
Kurt F. Somerville
$686K -$23.5K -150 -3%
SIA
1129
Strategic Investment Advisors
Michigan
$685K +$192K +1,225 +42%
HBT
1130
Hills Bank & Trust
Iowa
$683K – – –
GSWM
1131
Golden State Wealth Management
California
$680K +$1.88K +12 +0.3%
KA
1132
Kovack Advisors
Florida
$678K +$44.3K +283 +7%
SF
1133
Symphony Financial
Texas
$675K -$32K -204 -5%
SAM
1134
Strategy Asset Managers
California
$674K +$183K +1,171 +40%
CSPAM
1135
Cary Street Partners Asset Management
Virginia
$673K -$8.64M -55,183 -93%
PGAM
1136
Princeton Global Asset Management
New Jersey
$672K – – –
CA
1137
Centerpoint Advisors
Massachusetts
$670K +$319K +2,039 +101%
LP
1138
LGL Partners
Pennsylvania
$668K -$13.8K -88 -2%
BA
1139
Birinyi Associates
Connecticut
$666K -$94K -600 -13%
BAM
1140
Beaumont Asset Management
Texas
$660K +$17.4K +111 +3%
PFS
1141
Prospera Financial Services
Texas
$659K -$55.1K -352 -8%
RWM
1142
Ritholtz Wealth Management
New York
$658K +$153K +980 +33%
XS
1143
XR Securities
Illinois
$657K -$179K -1,146 -22%
BIM
1144
Baldwin Investment Management
Pennsylvania
$654K -$39.2K -250 -6%
V
1145
VeraBank
Texas
$651K – – –
LIM
1146
Leavell Investment Management
Alabama
$650K – – –
WG
1147
Winton Group
United Kingdom
$646K +$64.5K +412 +12%
SC
1148
Saybrook Capital
North Carolina
$644K – – –
TLP
1149
Trinity Legacy Partners
Texas
$644K – – –
MIM
1150
Merrion Investment Management
New Jersey
$643K – – –
44 45
46
47 48