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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
PG
1151
Pendal Group
Australia
$668K +$750K +4,953 New
DW
1152
Domani Wealth
Pennsylvania
$666K – – –
SRC
1153
Sage Rhino Capital
California
$665K -$15K -99 -2%
FCI
1154
Financial Counselors Inc
Kansas
$657K -$184K -1,216 -20%
PFBT
1155
Parkside Financial Bank & Trust
Missouri
$657K -$63.1K -417 -8%
GWM
1156
Geneos Wealth Management
Colorado
$655K -$1.31M -8,652 -64%
PIM
1157
Profit Investment Management
Maryland
$655K – – –
PK
1158
Pflug Koory
Nebraska
$652K -$15.1K -100 -2%
SIG
1159
Sargent Investment Group
Maryland
$652K -$3.48K -23 -0.5%
WA
1160
Wealth Alliance
New York
$651K +$26.8K +177 +4%
BC
1161
Burney Company
Virginia
$643K -$180K -1,187 -20%
RCM
1162
Radnor Capital Management
Pennsylvania
$639K +$15.1K +100 +2%
TCM
1163
Tufton Capital Management
Maryland
$638K – – –
EH
1164
Equitable Holdings
New York
$634K +$80.4K +531 +13%
ESCM
1165
Echo Street Capital Management
New York
$632K -$76.6K -506 -10%
EAM
1166
Evanson Asset Management
California
$628K +$151 +1 +0%
PTC
1167
Private Trust Company
Ohio
$627K +$3.33K +22 +0.5%
CWS
1168
Confluence Wealth Services
Pennsylvania
$626K +$19.4K +128 +3%
LIM
1169
Leavell Investment Management
Alabama
$624K +$12.9K +85 +2%
BAM
1170
Byrne Asset Management
New Jersey
$623K +$62.8K +415 +10%
TWA
1171
TCI Wealth Advisors
Arizona
$621K -$3.18K -21 -0.5%
SB
1172
Sunflower Bank
Texas
$614K -$150K -993 -18%
SIM
1173
Sentry Investment Management
Wisconsin
$614K +$65.4K +432 +10%
FLPIM
1174
F.L. Putnam Investment Management
Massachusetts
$613K -$6.66K -44 -1%
IFG
1175
Independent Financial Group
California
$611K -$120K -791 -15%
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