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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
BPWA
1151
Beacon Pointe Wealth Advisors
California
$378K – – –
FCBT
1152
First Citizens Bank & Trust
North Carolina
$374K +$31.6K +301 +10%
CSA
1153
Cottage Street Advisors
Massachusetts
$368K – – –
SNT
1154
Security National Trust
West Virginia
$368K +$5.25K +50 +2%
LW
1155
Linscomb Wealth
Texas
$367K -$46.3K -441 -12%
WCM
1156
Weik Capital Management
Pennsylvania
$366K -$2.63K -25 -0.7%
DI
1157
Diligent Investors
California
$366K – – –
SRC
1158
Shufro Rose & Co
New York
$364K – – –
NWP
1159
Northstar Wealth Partners
Connecticut
$363K +$420 +4 +0.1%
KA
1160
Kovack Advisors
Florida
$363K +$66.5K +633 +24%
HPC
1161
Hobart Private Capital
North Carolina
$361K +$18.8K +179 +6%
GW
1162
GW & Wade
Massachusetts
$357K +$8.3K +79 +2%
ATFA
1163
All Terrain Financial Advisors
Minnesota
$356K – – –
OIA
1164
OneDigital Investment Advisors
Kansas
$356K – – –
GI
1165
Gradient Investments
Minnesota
$355K +$236K +2,248 +226%
PFM
1166
Parsec Financial Management
North Carolina
$354K -$139K -1,320 -29%
HI
1167
Horizon Investments
North Carolina
$353K +$341K +3,244 New
EWM
1168
Empirical Wealth Management
Washington
$352K +$338K +3,217 New
KMWM
1169
Keudell/Morrison Wealth Management
Oregon
$352K +$339K +3,222 New
SBWM
1170
Sunflower Bank Wealth Management
Arizona
$350K – – –
HB
1171
Homrich & Berg
Georgia
$349K +$64K +609 +24%
CH
1172
Canton Hathaway
Rhode Island
$349K +$105K +1,000 +45%
KB
1173
Kimelman & Baird
New York
$348K -$21.4K -204 -6%
TSWM
1174
Triangle Securities Wealth Management
North Carolina
$347K -$13.8K -131 -4%
ATC
1175
Adirondack Trust Company
New York
$345K -$9.98K -95 -3%
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