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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
OWP
1251
Obermeyer Wealth Partners
Colorado
$283K – – –
AAM
1252
Aureus Asset Management
Massachusetts
$281K – – –
AAM
1253
Autus Asset Management
Arizona
$280K -$50.4K -480 -16%
AP
1254
Appleton Partners
Massachusetts
$280K -$18.4K -175 -6%
CIC
1255
Carnegie Investment Counsel
Ohio
$280K – – –
MCM
1256
MAI Capital Management
Ohio
$277K +$35.2K +335 +15%
SLA
1257
Silver Lake Advisory
Utah
$276K +$420 +4 +0.2%
SCA
1258
Stonebridge Capital Advisors
Minnesota
$276K +$26.2K +249 +11%
PHK
1259
Point72 Hong Kong
Hong Kong
$275K +$260K +2,474 +5,378%
JA
1260
JOYN Advisors
Georgia
$274K -$30.1K -286 -10%
CA
1261
Centerpoint Advisors
Massachusetts
$274K – – –
EVM
1262
Evelyn V. Moreno
$273K -$105K -1,000 -29%
HIM
1263
Harbour Investment Management
Washington
$273K – – –
MWA
1264
Meridian Wealth Advisors
Texas
$273K – – –
PA
1265
Probity Advisors
Texas
$272K -$1.26K -12 -0.5%
FCA
1266
FinTrust Capital Advisors
South Carolina
$271K -$88.6K -843 -25%
KLI
1267
Kelman-Lazarov Inc
Tennessee
$271K -$11.9K -113 -4%
MPIA
1268
Mountain Pacific Investment Advisers
Idaho
$271K – – –
TFS
1269
Thoroughbred Financial Services
Tennessee
$270K -$72.9K -694 -22%
LP
1270
LMR Partners
United Kingdom
$270K +$260K +2,472 New
NNP
1271
Nachman Norwood & Parrott
South Carolina
$269K +$105 +1 +0%
LPT
1272
Legacy Private Trust
Wisconsin
$269K +$4.73K +45 +2%
MFT
1273
Moisand Fitzgerald Tamayo
Florida
$268K – – –
NEGWA
1274
New England Guild Wealth Advisors
Connecticut
$268K – – –
CF
1275
Corrigan Financial
Rhode Island
$268K +$257K +2,450 New
49 50
51
52 53