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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
GBBWRPM
1176
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$250K +$969 +10 +0.4%
WG
1177
Welch Group
Alabama
$250K +$29.6K +306 +13%
B
1178
Brightworth
Georgia
$249K -$51.5K -532 -17%
AC
1179
Abbrea Capital
California
$249K +$259K +2,672 New
AP
1180
Appleton Partners
Massachusetts
$247K – – –
HAIM
1181
Hunter Associates Investment Management
Pennsylvania
$247K – – –
NPA
1182
Nichols & Pratt Advisers
Massachusetts
$243K – – –
PFM
1183
Parsec Financial Management
North Carolina
$240K -$12.3K -127 -5%
LW
1184
Linscomb Wealth
Texas
$238K -$33.9K -350 -12%
WPC
1185
Waters Parkerson & Co
Louisiana
$238K +$23.3K +241 +10%
CWA
1186
Clarus Wealth Advisors
Arizona
$238K +$247K +2,554 New
CWS
1187
Cypress Wealth Services
California
$237K -$13.1K -135 -5%
BG
1188
Bahl & Gaynor
Ohio
$236K +$31.2K +322 +15%
PAS
1189
Partnervest Advisory Services
California
$235K -$387 -4 -0.2%
MYIA
1190
Mount Yale Investment Advisors
Colorado
$235K +$244K +2,514 New
SLA
1191
Silver Lake Advisory
Utah
$234K +$387 +4 +0.2%
CA
1192
Centerpoint Advisors
Massachusetts
$234K +$20.3K +210 +9%
PWPS
1193
Pinnacle Wealth Planning Services
Ohio
$234K +$242K +2,499 New
HIM
1194
Harbour Investment Management
Washington
$233K – – –
IWP
1195
Icon Wealth Partners
Texas
$231K -$26.4K -273 -10%
BHIA
1196
Birch Hill Investment Advisors
Massachusetts
$231K – – –
MPIA
1197
Mountain Pacific Investment Advisers
Idaho
$231K – – –
FLPIM
1198
F.L. Putnam Investment Management
Massachusetts
$230K +$239K +2,465 New
WCM
1199
Windsor Capital Management
Arizona
$229K -$555K -5,725 -70%
MFT
1200
Moisand Fitzgerald Tamayo
Florida
$228K – – –
46 47
48
49 50