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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
HPC
1201
Hobart Private Capital
North Carolina
$504K -$8.19K -62 -2%
LWAC
1202
Laurel Wealth Advisors (California)
California
$502K -$13.1K -99 -3%
IFG
1203
Independent Financial Group
California
$501K -$13.2K -100 -3%
CH
1204
Canton Hathaway
Rhode Island
$499K – – –
SIC
1205
Sigma Investment Counselors
Michigan
$499K – – –
WG
1206
Winton Group
United Kingdom
$495K +$462K +3,499 New
WP
1207
WMS Partners
Maryland
$494K +$396 +3 +0.1%
CCC
1208
Crescent Capital Consulting
Louisiana
$491K +$129K +975 +39%
GWM
1209
Gitterman Wealth Management
New Jersey
$491K +$459K +3,474 New
SFA
1210
Semmax Financial Advisors
North Carolina
$489K +$35.9K +272 +9%
RP
1211
Riverbridge Partners
Minnesota
$488K – – –
GWMIA
1212
Global Wealth Management Investment Advisory
Florida
$488K +$17.2K +130 +4%
BCM
1213
BTR Capital Management
California
$487K – – –
TF
1214
Tompkins Financial
New York
$487K – – –
HAIM
1215
Hunter Associates Investment Management
Pennsylvania
$486K -$16.5K -125 -4%
GBT
1216
Grove Bank & Trust
Florida
$485K – – –
OMIC
1217
Old Mission Investment Co
Michigan
$484K -$132 -1 -0%
DWM
1218
Defined Wealth Management
Oregon
$483K – – –
SYBT
1219
Stock Yards Bank & Trust
Kentucky
$482K +$79.3K +600 +21%
HFM
1220
Hartford Financial Management
Connecticut
$478K -$8.85K -67 -2%
PIM
1221
Profit Investment Management
Maryland
$478K – – –
MWM
1222
Meridian Wealth Management
Kentucky
$477K +$17.7K +134 +4%
SAM
1223
SignalPoint Asset Management
Missouri
$476K -$8.59K -65 -2%
AWA
1224
Arkadios Wealth Advisors
Georgia
$476K +$73.2K +554 +20%
MC
1225
Maverick Capital
Texas
$475K -$136M -1,032,033 -100%
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