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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
EIM
1126
Ervin Investment Management
Washington
$961K – – –
PPWM
1127
Paragon Private Wealth Management
Kentucky
$959K +$180K +998 +21%
DW
1128
Domani Wealth
Pennsylvania
$957K -$4.51K -25 -0.5%
LCM
1129
Leisure Capital Management
California
$957K +$8.13K +45 +0.9%
FFM
1130
Forum Financial Management
Illinois
$956K -$42.4K -235 -4%
SAM
1131
S.A. Mason
Michigan
$953K +$181 +1 +0%
LCS
1132
Levin Capital Strategies
New York
$947K – – –
KCM
1133
KRS Capital Management
Michigan
$943K +$68.1K +377 +8%
SYBT
1134
Stock Yards Bank & Trust
Kentucky
$942K -$70.3K -389 -7%
GC
1135
Garde Capital
Washington
$942K +$4.15K +23 +0.5%
LA
1136
Legacy Advisors
Pennsylvania
$942K +$79.5K +440 +10%
RCC
1137
Red Cedar Capital
Nebraska
$938K – – –
SOAMC
1138
Spirit of America Management Corp
New York
$935K -$325K -1,800 -26%
BWM
1139
BigSur Wealth Management
Florida
$935K – – –
NWM
1140
Northcape Wealth Management
New York
$935K – – –
LRPA
1141
L. Roy Papp & Associates
Arizona
$929K -$5.24K -29 -0.6%
ACM
1142
Advisors Capital Management
New Jersey
$926K -$109K -606 -11%
BFC
1143
Bedel Financial Consulting
Indiana
$925K -$11.9K -66 -1%
WPW
1144
Waldron Private Wealth
Pennsylvania
$923K +$37K +205 +4%
SIM
1145
Sentry Investment Management
Wisconsin
$920K -$149K -827 -14%
SRC
1146
Sage Rhino Capital
California
$917K -$76.9K -426 -8%
FFA
1147
First Foundation Advisors
California
$917K +$273K +1,510 +45%
AL
1148
Aspiriant LLC
California
$911K +$35.2K +195 +4%
JC
1149
JB Capital
Connecticut
$910K +$101K +560 +13%
PIM
1150
Profit Investment Management
Maryland
$907K +$37.4K +207 +4%
44 45
46
47 48