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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1226
Evermay Wealth Management
Virginia
$619K +$8.34K +51 +1%
BMC
1227
Benin Management Corp
Connecticut
$614K – – –
PSFG
1228
Prairie Sky Financial Group
Illinois
$614K +$2.45K +15 +0.4%
BIM
1229
Baldwin Investment Management
Pennsylvania
$613K – – –
BWM
1230
BigSur Wealth Management
Florida
$612K -$49.1K -300 -7%
EWM
1231
Empirical Wealth Management
Washington
$610K +$182K +1,112 +37%
CPIG
1232
Chicago Partners Investment Group
Illinois
$608K -$3.11K -19 -0.5%
SWM
1233
Spire Wealth Management
Virginia
$606K -$30.1K -184 -4%
OTL
1234
Oak Thistle LLC
New York
$604K +$662K +4,048 New
SF
1235
Summit Financial
New Jersey
$603K +$11K +67 +2%
MAM
1236
Morse Asset Management
Connecticut
$603K -$65.4K -400 -9%
BTI
1237
Blue Trust Inc
Georgia
$601K +$246K +1,507 +77%
ECM
1238
Estabrook Capital Management
New York
$600K -$40.9K -250 -6%
FWTB
1239
First Western Trust Bank
Colorado
$599K -$7.69K -47 -1%
CA
1240
Centerpoint Advisors
Massachusetts
$596K – – –
JWCA
1241
J.W. Coons Advisors
Ohio
$592K +$32.7K +200 +5%
BFM
1242
Boston Financial Management
Massachusetts
$591K -$28K -171 -4%
PA
1243
PFG Advisors
Arizona
$590K +$1.47K +9 +0.2%
CWM
1244
Cornerstone Wealth Management
Missouri
$590K +$50.7K +310 +9%
LCM
1245
Lazari Capital Management
California
$586K +$6.54K +40 +1%
OC
1246
Oakworth Capital
Alabama
$583K -$10.6K -65 -2%
OGC
1247
Oak Grove Capital
New Hampshire
$583K -$166K -1,014 -21%
CANC
1248
Culbertson A N & Co
Virginia
$581K +$4.58K +28 +0.7%
SMH
1249
Sanders Morris Harris
Texas
$580K +$97.3K +595 +18%
RGI
1250
River Global Investors
United Kingdom
$580K -$29.4K -180 -4%
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