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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
1201
Trillium Asset Management
Massachusetts
$818K +$121K +753 +21%
AB
1202
Atlas Brown
Kentucky
$818K – – –
SAM
1203
Sompo Asset Management
Japan
$817K -$95K -590 -12%
BDFN
1204
Bond & Devick Financial Network
Minnesota
$816K +$24.1K +150 +4%
OA
1205
Oxbow Advisors
Texas
$815K +$435K +2,700 +163%
PCG
1206
Prosperity Consulting Group
Maryland
$815K +$21.6K +134 +3%
MFG
1207
Magnus Financial Group
New York
$811K +$98.4K +611 +16%
WSC
1208
Wellington Shields & Co
New York
$809K – – –
RDWM
1209
Red Door Wealth Management
Tennessee
$805K – – –
BAM
1210
Beaumont Asset Management
Texas
$803K +$3.86K +24 +0.6%
BW
1211
Basepoint Wealth
Iowa
$803K -$12.1K -75 -2%
MWA
1212
Midland Wealth Advisors
Illinois
$803K +$690K +4,284 New
HIA
1213
Harbor Investment Advisory
Maryland
$803K +$127K +788 +23%
WAP
1214
Wealthcare Advisory Partners
Pennsylvania
$802K -$4.18K -26 -0.6%
BAM
1215
Boyar Asset Management
New York
$802K -$96.9K -602 -12%
EWM
1216
Empirical Wealth Management
Washington
$802K +$30.9K +192 +5%
SP
1217
Symmetry Partners
Connecticut
$800K -$253K -1,573 -27%
AIM
1218
Alhambra Investment Management
Florida
$797K -$16.1K -100 -2%
CWS
1219
Cypress Wealth Services
California
$794K +$2.42K +15 +0.4%
SRC
1220
Sage Rhino Capital
California
$790K -$5.79K -36 -0.8%
AP
1221
Adero Partners
California
$790K -$17.7K -110 -3%
HGERS
1222
Householder Group Estate & Retirement Specialist
Arizona
$790K -$18.4K -114 -3%
ACM
1223
Advisors Capital Management
New Jersey
$788K +$677K +4,204 New
LWM
1224
Lyell Wealth Management
California
$788K – – –
EAM
1225
Evanson Asset Management
California
$786K +$161 +1 +0%
47 48
49
50 51