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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
IA
1201
IFP Advisors
Florida
$392K +$66.6K +557 +22%
APW
1202
Acima Private Wealth
Virginia
$391K – – –
DI
1203
Diligent Investors
California
$390K -$23.9K -200 -6%
MWM
1204
Meridian Wealth Management
Kentucky
$388K – – –
TL
1205
TrueWealth LLC
Georgia
$386K +$6.69K +56 +2%
AP
1206
Appleton Partners
Massachusetts
$385K -$34.3K -287 -8%
ACM
1207
Allred Capital Management
Texas
$383K -$4.54K -38 -1%
WPC
1208
Waters Parkerson & Co
Louisiana
$381K -$1.79K -15 -0.5%
KMWM
1209
Keudell/Morrison Wealth Management
Oregon
$381K -$1.31K -11 -0.4%
BOS
1210
Bingham Osborn & Scarborough
California
$380K +$65K +544 +22%
WWM
1211
Windsor Wealth Management
Indiana
$378K -$8.37K -70 -2%
PFS
1212
Prospera Financial Services
Texas
$378K -$359 -3 -0.1%
HR
1213
Hayden Royal
North Carolina
$376K +$332K +2,776 New
EWM
1214
Empirical Wealth Management
Washington
$376K -$35.9K -300 -9%
ACM
1215
AUA Capital Management
Pennsylvania
$374K – – –
LWMM
1216
Legacy Wealth Management (Mississippi)
Mississippi
$373K +$359K +3,000 New
PHAM
1217
Palisades Hudson Asset Management
Florida
$373K – – –
VCM
1218
Violich Capital Management
California
$373K – – –
ACA
1219
Ackerman Capital Advisors
Texas
$373K +$120K +1,000 +50%
NAMP
1220
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$372K -$8.37K -70 -2%
AAM
1221
Autus Asset Management
Arizona
$370K -$2.99K -25 -0.8%
HAIM
1222
Hunter Associates Investment Management
Pennsylvania
$366K – – –
DC
1223
Derby & Company
Massachusetts
$366K +$351K +2,940 New
NA
1224
Navellier & Associates
Nevada
$365K -$23.9K -200 -6%
BST
1225
Bath Savings Trust
Maine
$365K +$116K +971 +50%
47 48
49
50 51