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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
SNT
1201
Security National Trust
West Virginia
$305K – – –
GW
1202
GW & Wade
Massachusetts
$303K +$460 +5 +0.2%
ATFA
1203
All Terrain Financial Advisors
Minnesota
$301K -$9.48K -103 -3%
EFS
1204
Essex Financial Services
Connecticut
$301K -$2.12K -23 -0.7%
EAM
1205
Erste Asset Management
Austria
$300K -$104K -1,130 -26%
APW
1206
Acima Private Wealth
Virginia
$299K – – –
BIM
1207
Bridges Investment Management
Nebraska
$298K – – –
SWM
1208
Sculati Wealth Management
Michigan
$296K – – –
BAM
1209
Blueshift Asset Management
New Jersey
$296K +$286K +3,110 New
BOS
1210
Bingham Osborn & Scarborough
California
$295K -$829 -9 -0.3%
TL
1211
TrueWealth LLC
Georgia
$295K – – –
DSC
1212
Duncker Streett & Co
Missouri
$294K -$205K -2,225 -42%
SIC
1213
Salem Investment Counselors
North Carolina
$294K – – –
BJL
1214
Brighton Jones LLC
Washington
$291K -$105K -1,136 -27%
CRCM
1215
Corbett Road Capital Management
Virginia
$289K +$280K +3,043 New
MRCM
1216
M&R Capital Management
New Jersey
$287K -$55.1K -598 -17%
BCM
1217
Brasada Capital Management
Texas
$286K -$184K -2,000 -40%
VCM
1218
Violich Capital Management
California
$286K – – –
MWA
1219
Meridian Wealth Advisors
Texas
$286K +$54.7K +594 +25%
VIM
1220
Veritas Investment Management
United Kingdom
$286K +$138K +1,500 +100%
SM
1221
SG3 Management
Puerto Rico
$286K +$276K +3,000 New
LWMM
1222
Legacy Wealth Management (Mississippi)
Mississippi
$286K – – –
KPW
1223
Kore Private Wealth
New York
$285K -$12.6K -137 -4%
PHAM
1224
Palisades Hudson Asset Management
Florida
$285K – – –
NAMP
1225
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$284K – – –
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