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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
1226
Triumph Capital Management
Colorado
$529K +$480K +3,066 New
NP
1227
NorthRock Partners
Minnesota
$528K -$15.5K -99 -3%
HWA
1228
Heritage Wealth Advisors
Virginia
$524K – – –
BG
1229
Benedetti & Gucer
Georgia
$524K +$9.4K +60 +2%
SMH
1230
Sanders Morris Harris
Texas
$523K +$6.26K +40 +1%
ATFA
1231
All Terrain Financial Advisors
Minnesota
$522K – – –
CP
1232
Cumberland Partners
Ontario, Canada
$521K -$116K -740 -19%
AC
1233
Abbrea Capital
California
$520K +$35.2K +225 +8%
SNT
1234
Security National Trust
West Virginia
$518K -$18.6K -119 -4%
SFO
1235
Standard Family Office
South Dakota
$517K +$94K +600 +24%
GLLW
1236
Graves Light Lenhart Wealth
Virginia
$516K -$14.1K -90 -3%
OAM
1237
Optimal Asset Management
California
$516K – – –
ICP
1238
Interchange Capital Partners
Pennsylvania
$515K -$137K -872 -22%
CA
1239
Cambridge Advisors
Nebraska
$514K +$39.3K +251 +9%
SKK
1240
Shepherd Kaplan Krochuk
Massachusetts
$512K -$188K -1,200 -28%
SWMP
1241
Signature Wealth Management Partners
New Jersey
$512K – – –
SAM
1242
Synergy Asset Management
Washington
$512K – – –
MIP
1243
Marietta Investment Partners
Wisconsin
$511K – – –
WPC
1244
Waters Parkerson & Co
Louisiana
$511K – – –
PO
1245
Private Ocean
California
$507K +$187K +1,192 +64%
APW
1246
Acima Private Wealth
Virginia
$505K – – –
EFS
1247
Essex Financial Services
Connecticut
$504K – – –
MFG
1248
Magnus Financial Group
New York
$503K +$1.72K +11 +0.4%
CH
1249
Canton Hathaway
Rhode Island
$501K -$78.3K -500 -14%
BOS
1250
Bingham Osborn & Scarborough
California
$501K +$87.4K +558 +23%
48 49
50
51 52