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AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
1226
Salem Investment Counselors
North Carolina
$473K +$6.61K +50 +2%
4WM
1227
44 Wealth Management
Oregon
$470K -$99.6K -754 -18%
NP
1228
NorthRock Partners
Minnesota
$466K +$1.32K +10 +0.3%
CQS
1229
Credential Qtrade Securities
$464K +$169K +1,277 +64%
IIC
1230
Integrated Investment Consultants
Michigan
$464K – – –
FCBT
1231
First Citizens Bank & Trust
North Carolina
$461K +$2.25K +17 +0.5%
SNT
1232
Security National Trust
West Virginia
$459K – – –
EH
1233
Equitable Holdings
New York
$458K -$141K -1,069 -25%
RI
1234
Ridgewood Investments
New Jersey
$458K -$12.8K -97 -3%
DC
1235
Derby & Company
Massachusetts
$458K – – –
FFA
1236
First Foundation Advisors
California
$457K -$11.5K -87 -3%
CYG
1237
Clean Yield Group
Vermont
$457K -$3.96K -30 -0.9%
BL
1238
Balentine LLC
Georgia
$456K +$132 +1 +0%
WIM
1239
Wittenberg Investment Management
Massachusetts
$454K – – –
GLLW
1240
Graves Light Lenhart Wealth
Virginia
$454K +$11.6K +88 +3%
CBT
1241
Capital Bank & Trust
California
$454K +$424K +3,210 New
SCA
1242
Stonebridge Capital Advisors
Minnesota
$453K -$5.55K -42 -1%
ERIM
1243
Eagle Ridge Investment Management
Connecticut
$452K – – –
CANC
1244
Culbertson A N & Co
Virginia
$450K +$183K +1,385 +77%
GAM
1245
Garrison Asset Management
Arkansas
$449K -$17K -129 -4%
HWA
1246
Heritage Wealth Advisors
Virginia
$449K -$13.9K -105 -3%
SMH
1247
Sanders Morris Harris
Texas
$448K – – –
NAMP
1248
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$447K -$26.4K -200 -6%
ATFA
1249
All Terrain Financial Advisors
Minnesota
$447K – – –
EIP
1250
Ellis Investment Partners
Pennsylvania
$447K +$404K +3,061 +3,031%
48 49
50
51 52