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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
1151
Twin Capital Management
Pennsylvania
$690K +$688K +4,116 New
GSWM
1152
Golden State Wealth Management
California
$689K -$836 -5 -0.1%
BIP
1153
Blueprint Investment Partners
North Carolina
$688K +$304K +1,816 +79%
MGIA
1154
Moneta Group Investment Advisors
Missouri
$686K -$61K -365 -8%
FAFN
1155
First Affirmative Financial Network
Colorado
$686K +$685K +4,097 New
CA
1156
Centerpoint Advisors
Massachusetts
$683K +$3.68K +22 +0.5%
NP
1157
NorthRock Partners
Minnesota
$683K +$148K +884 +28%
BAM
1158
Beaumont Asset Management
Texas
$679K +$10K +60 +2%
LP
1159
LGL Partners
Pennsylvania
$677K +$167 +1 +0%
WCM
1160
Weik Capital Management
Pennsylvania
$676K +$37.6K +225 +6%
BAS
1161
Brown Advisory Securities
Maryland
$670K -$853K -5,103 -56%
ED
1162
Exane Derivatives
France
$666K -$53K -317 -7%
FCCM
1163
First City Capital Management
Georgia
$664K +$27.1K +162 +4%
BIM
1164
Baldwin Investment Management
Pennsylvania
$663K – – –
EFSCE
1165
Enterprise Financial Services Corp (EFSC)
Missouri
$662K +$569K +3,403 +623%
PGH
1166
Partners Group Holding
Switzerland
$659K +$658K +3,934 New
SVWAG
1167
Sound View Wealth Advisors Group
Georgia
$656K -$39K -233 -6%
TIS
1168
Tortoise Index Solutions
Kansas
$655K +$654K +3,911 New
DA
1169
Doliver Advisors
Texas
$654K +$50.5K +302 +8%
SC
1170
Saybrook Capital
North Carolina
$653K – – –
MWM
1171
Meridian Wealth Management
Kentucky
$653K +$5.02K +30 +0.8%
CSPAM
1172
Cary Street Partners Asset Management
Virginia
$652K -$30.4K -182 -4%
MIM
1173
MTM Investment Management
South Carolina
$652K +$12.5K +75 +2%
MIM
1174
Merrion Investment Management
New Jersey
$651K – – –
AWM
1175
Apollon Wealth Management
South Carolina
$651K +$283K +1,693 +77%
45 46
47
48 49