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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
TFS
1176
Thoroughbred Financial Services
Tennessee
$278K +$68.6K +590 +22%
PAM
1177
PVG Asset Management
Colorado
$277K +$377K +3,240 New
SW
1178
SlateStone Wealth
Florida
$277K -$1.38M -11,866 -79%
CNBTD
1179
Citizens National Bank Trust Department
Mississippi
$276K +$375K +3,225 New
AC
1180
Abbrea Capital
California
$274K -$2.91K -25 -0.8%
SNT
1181
Security National Trust
West Virginia
$274K – – –
EFS
1182
Essex Financial Services
Connecticut
$273K -$241K -2,070 -39%
WP
1183
WMS Partners
Maryland
$273K -$14K -120 -4%
BPA
1184
Beacon Pointe Advisors
California
$273K +$372K +3,194 New
GW
1185
GW & Wade
Massachusetts
$272K -$14.8K -127 -4%
SYBT
1186
Stock Yards Bank & Trust
Kentucky
$271K -$188K -1,614 -34%
CEP
1187
Chicago Equity Partners
Illinois
$271K +$368K +3,165 New
WP
1188
WealthPLAN Partners
Nebraska
$270K +$374K +3,216 New
BBNA
1189
Bremer Bank National Association
Minnesota
$269K -$7.33K -63 -2%
APW
1190
Acima Private Wealth
Virginia
$269K – – –
PFM
1191
Parsec Financial Management
North Carolina
$269K – – –
WP
1192
WealthSource Partners
California
$269K +$366K +3,147 New
BIM
1193
Bridges Investment Management
Nebraska
$268K -$262K -2,250 -42%
KPW
1194
Kore Private Wealth
New York
$268K +$66.2K +569 +22%
CC
1195
Centiva Capital
New York
$268K +$160K +1,373 +78%
BWA
1196
BDO Wealth Advisors
Florida
$268K +$324K +2,784 +795%
NSIM
1197
North Star Investment Management
Illinois
$267K -$531K -4,560 -59%
SWM
1198
Sculati Wealth Management
Michigan
$266K -$13.4K -115 -4%
TL
1199
TrueWealth LLC
Georgia
$266K – – –
BOS
1200
Bingham Osborn & Scarborough
California
$266K +$7.21K +62 +2%
46 47
48
49 50