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AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
1176
Wittenberg Investment Management
Massachusetts
$322K -$59K -600 -16%
ERIM
1177
Eagle Ridge Investment Management
Connecticut
$321K -$197K -2,000 -38%
SNT
1178
Security National Trust
West Virginia
$321K – – –
CWM
1179
Cornerstone Wealth Management
Missouri
$320K -$13.3K -135 -4%
IWS
1180
Insight Wealth Strategies
California
$318K +$74.3K +755 +31%
ATFA
1181
All Terrain Financial Advisors
Minnesota
$317K – – –
NAMP
1182
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$317K +$17.2K +175 +6%
HIIFS
1183
Harel Insurance Investments & Financial Services
Israel
$316K +$237K +2,412 +326%
LSA
1184
L & S Advisors
California
$315K -$100K -1,019 -24%
APW
1185
Acima Private Wealth
Virginia
$315K – – –
IIA
1186
IPG Investment Advisors
California
$313K +$308K +3,127 New
FCBT
1187
First Citizens Bank & Trust
North Carolina
$313K -$23.6K -240 -7%
TIS
1188
Tortoise Index Solutions
Kansas
$313K +$34.7K +353 +13%
FFA
1189
First Foundation Advisors
California
$313K +$307K +3,123 New
BOS
1190
Bingham Osborn & Scarborough
California
$310K -$1.18K -12 -0.4%
DSC
1191
Duncker Streett & Co
Missouri
$310K – – –
CWM
1192
Cordatus Wealth Management
Pennsylvania
$310K +$304K +3,091 New
AP
1193
Appleton Partners
Massachusetts
$305K -$21.4K -218 -7%
GLLW
1194
Graves Light Lenhart Wealth
Virginia
$305K +$17.5K +178 +6%
SIC
1195
Sigma Investment Counselors
Michigan
$303K -$63.6K -646 -18%
MRCM
1196
M&R Capital Management
New Jersey
$302K +$295 +3 +0.1%
VCM
1197
Violich Capital Management
California
$301K – – –
SFA
1198
Semmax Financial Advisors
North Carolina
$301K +$14.1K +143 +5%
ACM
1199
AUA Capital Management
Pennsylvania
$301K +$59K +600 +25%
LWMM
1200
Legacy Wealth Management (Mississippi)
Mississippi
$301K – – –
46 47
48
49 50