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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
1226
Advantage Investment Management
Iowa
$248K +$10.6K +101 +4%
KLI
1227
Kelman-Lazarov Inc
Tennessee
$247K -$20.9K -200 -7%
OWP
1228
Obermeyer Wealth Partners
Colorado
$247K – – –
ACA
1229
Anchor Capital Advisors
Massachusetts
$246K -$10K -96 -4%
HB
1230
Homrich & Berg
Georgia
$246K +$15.5K +148 +6%
AAM
1231
Aureus Asset Management
Massachusetts
$245K – – –
CAMG
1232
CWA Asset Management Group
Florida
$245K +$58.1K +555 +27%
SB
1233
Strategic Blueprint
Georgia
$245K +$269K +2,568 New
CIC
1234
Carnegie Investment Counsel
Ohio
$244K -$83.1K -794 -24%
BOPW
1235
Brandywine Oak Private Wealth
Pennsylvania
$243K +$268K +2,557 New
MIM
1236
Montgomery Investment Management
Maryland
$242K – – –
VWM
1237
Venturi Wealth Management
Texas
$240K -$6.68M -63,879 -96%
IOOF
1238
Independent Order of Foresters
Ontario, Canada
$240K -$3.14K -30 -1%
SLA
1239
Silver Lake Advisory
Utah
$240K +$419 +4 +0.2%
BOS
1240
Bingham Osborn & Scarborough
California
$240K +$4.08K +39 +2%
SIG
1241
Sargent Investment Group
Maryland
$240K +$264K +2,520 New
CA
1242
Centerpoint Advisors
Massachusetts
$239K – – –
PA
1243
Probity Advisors
Texas
$238K -$43.3K -414 -14%
PWPS
1244
Pinnacle Wealth Planning Services
Ohio
$238K -$14.6K -140 -5%
HIM
1245
Harbour Investment Management
Washington
$238K – – –
MWA
1246
Meridian Wealth Advisors
Texas
$238K +$261K +2,496 New
BHIA
1247
Birch Hill Investment Advisors
Massachusetts
$236K – – –
MPIA
1248
Mountain Pacific Investment Advisers
Idaho
$236K – – –
NNP
1249
Nachman Norwood & Parrott
South Carolina
$234K +$257K +2,460 New
MFT
1250
Moisand Fitzgerald Tamayo
Florida
$233K – – –
48 49
50
51 52