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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
1176
Philadelphia Trust Company
Pennsylvania
$602K +$1.57K +10 +0.3%
LJAC
1177
L.J. Altfest & Co
New York
$599K +$313 +2 +0.1%
GAM
1178
Gotham Asset Management
New York
$596K +$338K +2,160 +149%
HCM
1179
Hall Capital Management
Rhode Island
$596K +$565K +3,605 New
DA
1180
Doliver Advisors
Texas
$595K -$195K -1,246 -26%
AIM
1181
Aspen Investment Management
Michigan
$593K – – –
LWAC
1182
Laurel Wealth Advisors (California)
California
$587K +$157 +1 +0%
SFA
1183
Semmax Financial Advisors
North Carolina
$587K +$14.7K +94 +3%
FMN
1184
Financial Management Network
California
$585K +$157 +1 +0%
SIC
1185
Sigma Investment Counselors
Michigan
$583K – – –
FWCM
1186
Ferguson Wellman Capital Management
Oregon
$581K -$11.7K -75 -2%
MCM
1187
Maryland Capital Management
Maryland
$581K +$77.5K +495 +16%
BIM
1188
Barton Investment Management
Pennsylvania
$578K -$19.6K -125 -3%
WP
1189
WMS Partners
Maryland
$577K +$313 +2 +0.1%
RI
1190
Ridgewood Investments
New Jersey
$576K +$39.2K +250 +8%
CCC
1191
Crescent Capital Consulting
Louisiana
$575K – – –
PA
1192
PFG Advisors
Arizona
$575K +$63.1K +403 +13%
GWM
1193
Gitterman Wealth Management
New Jersey
$574K – – –
BWP
1194
BSW Wealth Partners
Colorado
$573K +$77.5K +495 +17%
SWM
1195
SeaCrest Wealth Management
New York
$568K -$852K -5,443 -61%
AWA
1196
Arkadios Wealth Advisors
Georgia
$568K +$10.7K +68 +2%
FFA
1197
First Foundation Advisors
California
$568K +$32.6K +208 +6%
GBT
1198
Grove Bank & Trust
Florida
$564K -$2.35K -15 -0.4%
DWM
1199
Defined Wealth Management
Oregon
$564K – – –
BL
1200
Balentine LLC
Georgia
$564K +$29.3K +187 +6%
46 47
48
49 50