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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
FCA
1176
FinTrust Capital Advisors
South Carolina
$415K -$65.7K -550 -14%
CH
1177
Canton Hathaway
Rhode Island
$415K – – –
SRC
1178
Shufro Rose & Co
New York
$415K – – –
WCM
1179
Weik Capital Management
Pennsylvania
$414K – – –
BPWA
1180
Beacon Pointe Wealth Advisors
California
$413K +$18K +151 +5%
GW
1181
GW & Wade
Massachusetts
$412K +$15.9K +133 +4%
WP
1182
WMS Partners
Maryland
$411K -$23.9K -200 -6%
HWA
1183
Heritage Wealth Advisors
Virginia
$410K +$2.39K +20 +0.6%
OWA
1184
Outlook Wealth Advisors
Texas
$410K +$7.29K +61 +2%
GBBWRPM
1185
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$410K +$41.2K +345 +12%
AWM
1186
Aries Wealth Management
Maine
$408K – – –
OWP
1187
Obermeyer Wealth Partners
Colorado
$407K +$2.03K +17 +0.5%
ATFA
1188
All Terrain Financial Advisors
Minnesota
$406K -$6.45K -54 -2%
TIA
1189
Tiemann Investment Advisors
California
$405K -$76.4K -639 -16%
SIC
1190
Salem Investment Counselors
North Carolina
$403K +$17.7K +148 +5%
AC
1191
Abbrea Capital
California
$401K – – –
SWM
1192
Sculati Wealth Management
Michigan
$401K +$385K +3,220 New
BBNA
1193
Bremer Bank National Association
Minnesota
$399K -$16.7K -140 -4%
SNT
1194
Security National Trust
West Virginia
$398K – – –
GFS
1195
GYL Financial Synergies
Connecticut
$393K -$286K -2,396 -43%
FFBTD
1196
First Financial Bank - Trust Division
Ohio
$392K +$13.1K +110 +4%
PFM
1197
Parsec Financial Management
North Carolina
$392K +$28.7K +240 +8%
IA
1198
IFP Advisors
Florida
$392K +$66.6K +557 +22%
APW
1199
Acima Private Wealth
Virginia
$391K – – –
DI
1200
Diligent Investors
California
$390K -$23.9K -200 -6%
46 47
48
49 50