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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
PK
1151
Pflug Koory
Nebraska
$905K -$16.1K -100 -2%
BAAM
1152
Baker Avenue Asset Management
California
$901K +$42K +261 +6%
JPWM
1153
Jamison Private Wealth Management
Georgia
$894K -$14.5K -90 -2%
NSIM
1154
North Star Investment Management
Illinois
$893K -$8.05K -50 -1%
BTWM
1155
Baker Tilly Wealth Management
Wisconsin
$889K -$59.6K -370 -7%
BJL
1156
Brighton Jones LLC
Washington
$889K +$79K +491 +12%
PTC
1157
Private Trust Company
Ohio
$889K -$24.8K -154 -3%
LRPA
1158
L. Roy Papp & Associates
Arizona
$884K – – –
LCM
1159
Leisure Capital Management
California
$881K -$9.34K -58 -1%
MWA
1160
Muirfield Wealth Advisors
North Carolina
$878K +$755K +4,689 New
TWA
1161
TCI Wealth Advisors
Arizona
$878K -$76.5K -475 -9%
BAM
1162
Byrne Asset Management
New Jersey
$873K +$752K +4,669 New
TCM
1163
Tufton Capital Management
Maryland
$873K – – –
SCA
1164
Sippican Capital Advisors
Massachusetts
$873K +$355K +2,206 +90%
DFG
1165
Delta Financial Group
New Jersey
$871K -$65.4K -406 -8%
LA
1166
Legacy Advisors
Pennsylvania
$868K +$15K +93 +2%
GIM
1167
Guardian Investment Management
California
$865K +$743K +4,617 New
IP
1168
Ignite Planners
California
$862K -$36.1K -224 -5%
FAM
1169
Fred Alger Management
New York
$862K – – –
PFS
1170
Prospera Financial Services
Texas
$862K +$137K +849 +23%
PWPS
1171
Pinnacle Wealth Planning Services
Ohio
$860K -$16.1K -100 -2%
SL
1172
Sentry LLC
Tennessee
$860K – – –
AFG
1173
Allegheny Financial Group
Pennsylvania
$858K +$9.98K +62 +1%
TPWM
1174
Twelve Points Wealth Management
Massachusetts
$856K -$37K -230 -5%
SI
1175
Saxon Interests
Texas
$856K -$1.41M -8,730 -66%
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