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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
1201
Beaumont Asset Management
Texas
$697K +$35.5K +208 +5%
LWAC
1202
Laurel Wealth Advisors (California)
California
$697K +$170K +999 +31%
BFM
1203
Boston Financial Management
Massachusetts
$693K – – –
LWM
1204
Lyell Wealth Management
California
$692K -$13.3K -78 -2%
AT
1205
American Trust
Kentucky
$692K +$721K +4,228 New
SSG
1206
Summit Securities Group
New York
$687K -$1.48M -8,683 -67%
FAFN
1207
First Affirmative Financial Network
Colorado
$687K +$17.6K +103 +3%
DA
1208
Doliver Advisors
Texas
$684K -$38.2K -224 -6%
KA
1209
Kovack Advisors
Florida
$683K +$59.7K +350 +9%
TPWM
1210
Twelve Points Wealth Management
Massachusetts
$683K +$712K +4,173 New
WCM
1211
Weik Capital Management
Pennsylvania
$680K +$20.5K +120 +3%
KFS
1212
Kurt F. Somerville
$679K – – –
PIM
1213
Perpetual Investment Management
Australia
$679K – – –
FPCG
1214
Fort Pitt Capital Group
Pennsylvania
$679K +$51.2K +300 +8%
NFG
1215
Next Financial Group
Texas
$676K -$112K -659 -14%
HBT
1216
Hills Bank & Trust
Iowa
$676K – – –
HC
1217
Hamilton Capital
Ohio
$675K +$388K +2,278 +123%
BDFN
1218
Bond & Devick Financial Network
Minnesota
$674K – – –
PTP
1219
Platform Technology Partners
New York
$667K -$17.9K -105 -3%
CA
1220
Centerpoint Advisors
Massachusetts
$667K – – –
SF
1221
Symphony Financial
Texas
$664K +$128K +753 +24%
LP
1222
LGL Partners
Pennsylvania
$662K +$341 +2 +0%
SVWAG
1223
Sound View Wealth Advisors Group
Georgia
$662K +$22.2K +130 +3%
CANC
1224
Culbertson A N & Co
Virginia
$661K -$34.1K -200 -5%
OC
1225
Oakworth Capital
Alabama
$657K -$20.5K -120 -3%
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