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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
1251
PFG Advisors
Arizona
$608K +$43.7K +256 +7%
FCBT
1252
First Citizens Bank & Trust
North Carolina
$603K +$23.7K +139 +4%
SWM
1253
SeaCrest Wealth Management
New York
$602K -$15K -88 -2%
T
1254
TNF
Montana
$602K – – –
RM
1255
Resource Management
Louisiana
$598K -$1.71K -10 -0.3%
V
1256
VeraBank
Texas
$597K – – –
BRWM
1257
B. Riley Wealth Management
Tennessee
$593K +$43.3K +254 +8%
EH
1258
Equitable Holdings
New York
$592K +$24.7K +145 +4%
CBN
1259
Cadence Bank NA
Texas
$589K – – –
RCM
1260
RB Capital Management
Nevada
$588K -$16.4K -96 -3%
PTC
1261
Philadelphia Trust Company
Pennsylvania
$588K -$8.53K -50 -1%
BL
1262
Balentine LLC
Georgia
$585K +$7.5K +44 +1%
RIA
1263
Richwood Investment Advisors
Ohio
$584K +$608K +3,567 New
SIC
1264
Salem Investment Counselors
North Carolina
$583K +$29.2K +171 +5%
AIM
1265
Acropolis Investment Management
Missouri
$581K -$29K -170 -5%
PFS
1266
Prospera Financial Services
Texas
$581K +$2.05K +12 +0.3%
UAML
1267
US Asset Management LLC
Pennsylvania
$579K -$682 -4 -0.1%
SIC
1268
Sigma Investment Counselors
Michigan
$577K – – –
AF
1269
Arrow Financial
New York
$576K -$17.1K -100 -3%
H
1270
HoyleCohen
California
$575K -$136K -795 -18%
FWCM
1271
Ferguson Wellman Capital Management
Oregon
$575K – – –
APIM
1272
Agate Pass Investment Management
Washington
$575K +$599K +3,515 New
BIM
1273
Barton Investment Management
Pennsylvania
$573K – – –
FPA
1274
First Pacific Advisors
California
$573K +$597K +3,500 New
IIM
1275
Ipswich Investment Management
Massachusetts
$572K -$51.2K -300 -8%
49 50
51
52 53