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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
NP
1226
NorthRock Partners
Minnesota
$466K +$1.32K +10 +0.3%
CQS
1227
Credential Qtrade Securities
$464K +$169K +1,277 +64%
IIC
1228
Integrated Investment Consultants
Michigan
$464K – – –
FCBT
1229
First Citizens Bank & Trust
North Carolina
$461K +$2.25K +17 +0.5%
SNT
1230
Security National Trust
West Virginia
$459K – – –
EH
1231
Equitable Holdings
New York
$458K -$141K -1,069 -25%
RI
1232
Ridgewood Investments
New Jersey
$458K -$12.8K -97 -3%
DC
1233
Derby & Company
Massachusetts
$458K – – –
FFA
1234
First Foundation Advisors
California
$457K -$11.5K -87 -3%
CYG
1235
Clean Yield Group
Vermont
$457K -$3.96K -30 -0.9%
BL
1236
Balentine LLC
Georgia
$456K +$132 +1 +0%
WIM
1237
Wittenberg Investment Management
Massachusetts
$454K – – –
GLLW
1238
Graves Light Lenhart Wealth
Virginia
$454K +$11.6K +88 +3%
CBT
1239
Capital Bank & Trust
California
$454K +$424K +3,210 New
SCA
1240
Stonebridge Capital Advisors
Minnesota
$453K -$5.55K -42 -1%
ERIM
1241
Eagle Ridge Investment Management
Connecticut
$452K – – –
CANC
1242
Culbertson A N & Co
Virginia
$450K +$183K +1,385 +77%
GAM
1243
Garrison Asset Management
Arkansas
$449K -$17K -129 -4%
HWA
1244
Heritage Wealth Advisors
Virginia
$449K -$13.9K -105 -3%
SMH
1245
Sanders Morris Harris
Texas
$448K – – –
NAMP
1246
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$447K -$26.4K -200 -6%
ATFA
1247
All Terrain Financial Advisors
Minnesota
$447K – – –
EIP
1248
Ellis Investment Partners
Pennsylvania
$447K +$404K +3,061 +3,031%
DBRC
1249
D.B. Root & Company
Pennsylvania
$443K -$272K -2,060 -40%
WIA
1250
Westbourne Investment Advisors
Maryland
$442K -$16.5K -125 -4%
48 49
50
51 52