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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
CNBTD
1201
Citizens National Bank Trust Department
Mississippi
$307K – – –
SNT
1202
Security National Trust
West Virginia
$305K – – –
GW
1203
GW & Wade
Massachusetts
$303K +$460 +5 +0.2%
ATFA
1204
All Terrain Financial Advisors
Minnesota
$301K -$9.48K -103 -3%
EFS
1205
Essex Financial Services
Connecticut
$301K -$2.12K -23 -0.7%
EAM
1206
Erste Asset Management
Austria
$300K -$104K -1,130 -26%
APW
1207
Acima Private Wealth
Virginia
$299K – – –
BIM
1208
Bridges Investment Management
Nebraska
$298K – – –
SWM
1209
Sculati Wealth Management
Michigan
$296K – – –
BAM
1210
Blueshift Asset Management
New Jersey
$296K +$286K +3,110 New
BOS
1211
Bingham Osborn & Scarborough
California
$295K -$829 -9 -0.3%
TL
1212
TrueWealth LLC
Georgia
$295K – – –
DSC
1213
Duncker Streett & Co
Missouri
$294K -$205K -2,225 -42%
SIC
1214
Salem Investment Counselors
North Carolina
$294K – – –
BJL
1215
Brighton Jones LLC
Washington
$291K -$105K -1,136 -27%
CRCM
1216
Corbett Road Capital Management
Virginia
$289K +$280K +3,043 New
MRCM
1217
M&R Capital Management
New Jersey
$287K -$55.1K -598 -17%
BCM
1218
Brasada Capital Management
Texas
$286K -$184K -2,000 -40%
VCM
1219
Violich Capital Management
California
$286K – – –
MWA
1220
Meridian Wealth Advisors
Texas
$286K +$54.7K +594 +25%
VIM
1221
Veritas Investment Management
United Kingdom
$286K +$138K +1,500 +100%
SM
1222
SG3 Management
Puerto Rico
$286K +$276K +3,000 New
LWMM
1223
Legacy Wealth Management (Mississippi)
Mississippi
$286K – – –
KPW
1224
Kore Private Wealth
New York
$285K -$12.6K -137 -4%
PHAM
1225
Palisades Hudson Asset Management
Florida
$285K – – –
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