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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
SIG
1176
Sargent Investment Group
Maryland
$364K +$28.8K +235 +8%
ACM
1177
Allred Capital Management
Texas
$363K -$67.2K -548 -15%
KMWM
1178
Keudell/Morrison Wealth Management
Oregon
$363K -$2.21K -18 -0.6%
NAMP
1179
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$361K – – –
NP
1180
NorthRock Partners
Minnesota
$361K +$374K +3,053 New
FFBTD
1181
First Financial Bank - Trust Division
Ohio
$360K – – –
TL
1182
TrueWealth LLC
Georgia
$360K – – –
PFS
1183
Prospera Financial Services
Texas
$359K -$38.1K -311 -9%
DWM
1184
Dorchester Wealth Management
Quebec, Canada
$359K – – –
1IA
1185
1834 Investment Advisors
Wisconsin
$355K – – –
ACM
1186
AUA Capital Management
Pennsylvania
$355K – – –
VCM
1187
Violich Capital Management
California
$355K – – –
PHAM
1188
Palisades Hudson Asset Management
Florida
$354K – – –
AAM
1189
Autus Asset Management
Arizona
$354K +$61.3K +500 +20%
WWM
1190
Windsor Wealth Management
Indiana
$351K -$104K -847 -21%
PWPS
1191
Pinnacle Wealth Planning Services
Ohio
$351K +$98.7K +805 +37%
ACM
1192
Advisors Capital Management
New Jersey
$350K +$363K +2,960 New
GBBWRPM
1193
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$348K – – –
HAIM
1194
Hunter Associates Investment Management
Pennsylvania
$348K +$36.8K +300 +11%
PFM
1195
Parsec Financial Management
North Carolina
$344K – – –
RWM
1196
Raffa Wealth Management
District of Columbia
$343K +$355K +2,897 New
SBWM
1197
Sunflower Bank Wealth Management
Arizona
$342K -$36.8K -300 -9%
PTB
1198
Pioneer Trust Bank
Oregon
$342K – – –
CAM
1199
Close Asset Management
United Kingdom
$341K – – –
WIA
1200
Westbourne Investment Advisors
Maryland
$341K +$110K +900 +45%
46 47
48
49 50