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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
1201
Byrne Asset Management
New Jersey
$818K +$18.4K +102 +2%
GC
1202
GFG Capital
Florida
$817K – – –
BMA
1203
Brooks Moore & Associates
Tennessee
$816K – – –
AB
1204
Atlas Brown
Kentucky
$814K +$181 +1 +0%
TFS
1205
Thoroughbred Financial Services
Tennessee
$814K +$450K +2,492 +134%
GA
1206
GoalVest Advisory
New York
$814K +$786K +4,353 New
LA
1207
Latitude Advisors
Florida
$811K +$326K +1,804 +71%
BFM
1208
Boston Financial Management
Massachusetts
$809K +$16.1K +89 +2%
YWP
1209
YorkBridge Wealth Partners
New York
$808K – – –
GRP
1210
Global Retirement Partners
California
$806K -$22.2K -123 -2%
CWS
1211
Confluence Wealth Services
Pennsylvania
$805K -$903 -5 -0.1%
HGERS
1212
Householder Group Estate & Retirement Specialist
Arizona
$803K -$79.5K -440 -9%
HH
1213
Hilltop Holdings
Texas
$802K -$561K -3,107 -42%
RSWM
1214
Robertson Stephens Wealth Management
California
$800K -$1.45K -8 -0.2%
ECM
1215
Estabrook Capital Management
New York
$799K -$9.03K -50 -1%
SS
1216
Simplicity Solutions
Minnesota
$797K -$557K -3,086 -42%
FFMBT
1217
First Farmers & Merchants Bank Trust
Tennessee
$797K -$54.2K -300 -7%
SI
1218
Saxon Interests
Texas
$793K +$20.4K +113 +3%
TAM
1219
Trillium Asset Management
Massachusetts
$786K -$214K -1,184 -22%
TPWM
1220
Twelve Points Wealth Management
Massachusetts
$786K +$5.42K +30 +0.7%
RCM
1221
Radnor Capital Management
Pennsylvania
$781K +$50.6K +280 +7%
DIP
1222
DT Investment Partners
Pennsylvania
$781K +$279K +1,545 +59%
IP
1223
Intellectus Partners
California
$778K +$752K +4,162 New
WCM
1224
Weik Capital Management
Pennsylvania
$777K -$361 -2 -0%
PIM
1225
Perpetual Investment Management
Australia
$777K – – –
47 48
49
50 51