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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
QCM
1176
Quest Capital Management
Texas
$324K -$7.87K -80 -2%
CNBTD
1177
Citizens National Bank Trust Department
Mississippi
$324K – – –
WIA
1178
Westbourne Investment Advisors
Maryland
$323K +$54.1K +550 +21%
WIM
1179
Wittenberg Investment Management
Massachusetts
$322K -$59K -600 -16%
ERIM
1180
Eagle Ridge Investment Management
Connecticut
$321K -$197K -2,000 -38%
SNT
1181
Security National Trust
West Virginia
$321K – – –
CWM
1182
Cornerstone Wealth Management
Missouri
$320K -$13.3K -135 -4%
IWS
1183
Insight Wealth Strategies
California
$318K +$74.3K +755 +31%
ATFA
1184
All Terrain Financial Advisors
Minnesota
$317K – – –
NAMP
1185
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$317K +$17.2K +175 +6%
HIIFS
1186
Harel Insurance Investments & Financial Services
Israel
$316K +$237K +2,412 +326%
LSA
1187
L & S Advisors
California
$315K -$100K -1,019 -24%
APW
1188
Acima Private Wealth
Virginia
$315K – – –
IIA
1189
IPG Investment Advisors
California
$313K +$308K +3,127 New
FCBT
1190
First Citizens Bank & Trust
North Carolina
$313K -$23.6K -240 -7%
TIS
1191
Tortoise Index Solutions
Kansas
$313K +$34.7K +353 +13%
FFA
1192
First Foundation Advisors
California
$313K +$307K +3,123 New
BOS
1193
Bingham Osborn & Scarborough
California
$310K -$1.18K -12 -0.4%
DSC
1194
Duncker Streett & Co
Missouri
$310K – – –
CWM
1195
Cordatus Wealth Management
Pennsylvania
$310K +$304K +3,091 New
AP
1196
Appleton Partners
Massachusetts
$305K -$21.4K -218 -7%
GLLW
1197
Graves Light Lenhart Wealth
Virginia
$305K +$17.5K +178 +6%
SIC
1198
Sigma Investment Counselors
Michigan
$303K -$63.6K -646 -18%
MRCM
1199
M&R Capital Management
New Jersey
$302K +$295 +3 +0.1%
VCM
1200
Violich Capital Management
California
$301K – – –
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