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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
GSWM
1151
Golden State Wealth Management
California
$689K -$836 -5 -0.1%
BIP
1152
Blueprint Investment Partners
North Carolina
$688K +$304K +1,816 +79%
MGIA
1153
Moneta Group Investment Advisors
Missouri
$686K -$61K -365 -8%
FAFN
1154
First Affirmative Financial Network
Colorado
$686K +$685K +4,097 New
CA
1155
Centerpoint Advisors
Massachusetts
$683K +$3.68K +22 +0.5%
NP
1156
NorthRock Partners
Minnesota
$683K +$148K +884 +28%
BAM
1157
Beaumont Asset Management
Texas
$679K +$10K +60 +2%
LP
1158
LGL Partners
Pennsylvania
$677K +$167 +1 +0%
WCM
1159
Weik Capital Management
Pennsylvania
$676K +$37.6K +225 +6%
BAS
1160
Brown Advisory Securities
Maryland
$670K -$853K -5,103 -56%
ED
1161
Exane Derivatives
France
$666K -$53K -317 -7%
FCCM
1162
First City Capital Management
Georgia
$664K +$27.1K +162 +4%
BIM
1163
Baldwin Investment Management
Pennsylvania
$663K – – –
EFSCE
1164
Enterprise Financial Services Corp (EFSC)
Missouri
$662K +$569K +3,403 +623%
PGH
1165
Partners Group Holding
Switzerland
$659K +$658K +3,934 New
SVWAG
1166
Sound View Wealth Advisors Group
Georgia
$656K -$39K -233 -6%
TIS
1167
Tortoise Index Solutions
Kansas
$655K +$654K +3,911 New
DA
1168
Doliver Advisors
Texas
$654K +$50.5K +302 +8%
SC
1169
Saybrook Capital
North Carolina
$653K – – –
MWM
1170
Meridian Wealth Management
Kentucky
$653K +$5.02K +30 +0.8%
CSPAM
1171
Cary Street Partners Asset Management
Virginia
$652K -$30.4K -182 -4%
MIM
1172
MTM Investment Management
South Carolina
$652K +$12.5K +75 +2%
MIM
1173
Merrion Investment Management
New Jersey
$651K – – –
AWM
1174
Apollon Wealth Management
South Carolina
$651K +$283K +1,693 +77%
FPCG
1175
Fort Pitt Capital Group
Pennsylvania
$645K -$107K -642 -14%
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48 49