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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
CAL
1251
Capital Analysts LLC
Pennsylvania
$1.78M +$24.7K +77 +1%
TCBWMS
1252
Texas Capital Bank Wealth Management Services
Texas
$1.78M -$50.3K -157 -3%
DDC
1253
DF Dent & Co
Maryland
$1.78M – – –
MWM
1254
Meridian Wealth Management
Kentucky
$1.78M -$484K -1,511 -22%
TCWA
1255
Turtle Creek Wealth Advisors
Texas
$1.77M +$90K +281 +6%
DA
1256
Doliver Advisors
Texas
$1.76M -$37.5K -117 -2%
EFG
1257
Everhart Financial Group
Ohio
$1.76M +$60.5K +189 +4%
TFCM
1258
Taylor Frigon Capital Management
Arizona
$1.76M -$18.3K -57 -1%
GC
1259
Garde Capital
Washington
$1.75M +$7.04K +22 +0.4%
RAM
1260
Ramirez Asset Management
New York
$1.75M -$640 -2 -0%
SA
1261
Strategic Advisors
New York
$1.75M – – –
MIA
1262
MeadowBrook Investment Advisors
Michigan
$1.74M -$15.7K -49 -0.9%
LWANC
1263
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.74M -$76.2K -238 -4%
SWM
1264
Sterling Wealth Management
Illinois
$1.74M – – –
BIAS
1265
Beacon Investment Advisory Services
New Jersey
$1.73M -$16.3K -51 -1%
GRQ
1266
Gardner Russo & Quinn
Pennsylvania
$1.73M -$435K -1,360 -21%
SAM
1267
S.A. Mason
Michigan
$1.73M +$5.12K +16 +0.3%
BMCM
1268
Bryn Mawr Capital Management
Pennsylvania
$1.73M -$44.2K -138 -3%
AA
1269
Armis Advisers
Georgia
$1.73M +$106K +332 +7%
CFA
1270
Churchill Financial Advisors
Kentucky
$1.73M -$32K -100 -2%
RCIM
1271
Red Cedar Investment Management
Michigan
$1.73M – – –
PA
1272
PFG Advisors
Arizona
$1.72M +$320 +1 +0%
CWM
1273
Chesapeake Wealth Management
Virginia
$1.72M -$7.68K -24 -0.5%
WA
1274
WealthTrust Axiom
Pennsylvania
$1.72M – – –
LFG
1275
Larson Financial Group
Missouri
$1.72M +$72K +225 +5%
49 50
51
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