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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
1126
Hohimer Wealth Management
Washington
$775K -$14.2K -87 -2%
SA
1127
Strategic Advisors
New York
$774K -$73.6K -450 -8%
SIG
1128
Sargent Investment Group
Maryland
$773K -$37.6K -230 -4%
WPW
1129
Waldron Private Wealth
Pennsylvania
$770K +$30.6K +187 +4%
TWA
1130
TCI Wealth Advisors
Arizona
$770K -$33.7K -206 -4%
AL
1131
Aspiriant LLC
California
$764K +$33K +202 +4%
BTWM
1132
Baker Tilly Wealth Management
Wisconsin
$763K -$265K -1,618 -24%
LCS
1133
Levin Capital Strategies
New York
$755K -$311K -1,900 -27%
SAM
1134
S.A. Mason
Michigan
$754K +$327 +2 +0%
DFG
1135
Delta Financial Group
New Jersey
$754K +$827K +5,055 New
ZF
1136
Zhang Financial
Michigan
$752K +$85.9K +525 +12%
GC
1137
Garde Capital
Washington
$749K +$1.64K +10 +0.2%
SOAMC
1138
Spirit of America Management Corp
New York
$746K – – –
CWS
1139
Confluence Wealth Services
Pennsylvania
$746K +$16.4K +100 +2%
EAM
1140
EFG Asset Management
Oregon
$739K -$512K -3,129 -39%
SAM
1141
Sompo Asset Management
Japan
$738K +$182K +1,110 +29%
CMANY
1142
Capital Management Associates (New York)
New York
$737K -$2.45K -15 -0.3%
PK
1143
Pflug Koory
Nebraska
$736K +$16.4K +100 +2%
PA
1144
Procyon Advisors
Connecticut
$736K +$280K +1,710 +53%
SAG
1145
SageView Advisory Group
California
$735K -$247K -1,508 -23%
PPWM
1146
Paragon Private Wealth Management
Kentucky
$733K -$200K -1,225 -20%
RWB
1147
RMR Wealth Builders
New Jersey
$732K +$472K +2,883 +143%
PTC
1148
Private Trust Company
Ohio
$731K -$207K -1,264 -21%
BAM
1149
Boyar Asset Management
New York
$729K -$93.9K -574 -11%
FRM
1150
Fox Run Management
Connecticut
$728K +$798K +4,880 New
44 45
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