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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
1251
Salem Investment Counselors
North Carolina
$568K +$109K +658 +19%
CA
1252
Centerpoint Advisors
Massachusetts
$564K +$1.65K +10 +0.2%
LWAC
1253
Laurel Wealth Advisors (California)
California
$563K -$53.2K -322 -7%
WB
1254
WesBanco Bank
West Virginia
$561K -$62.6K -379 -9%
SVWAG
1255
Sound View Wealth Advisors Group
Georgia
$561K -$496 -3 -0.1%
MW
1256
Marcum Wealth
Ohio
$560K +$287K +1,735 +75%
BIM
1257
Baldwin Investment Management
Pennsylvania
$555K +$3.47K +21 +0.5%
MUAMU
1258
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$554K – – –
MFS
1259
Monetta Financial Services
Illinois
$554K – – –
RSWM
1260
Robertson Stephens Wealth Management
California
$553K -$50.2K -304 -7%
WANY
1261
Wealthspire Advisors (New York)
New York
$553K +$107K +649 +19%
PIM
1262
Perpetual Investment Management
Australia
$552K -$29.2K -177 -4%
BRWM
1263
B. Riley Wealth Management
Tennessee
$550K +$87.4K +529 +15%
OPS
1264
Orion Portfolio Solutions
Nebraska
$549K -$265K -1,607 -29%
FFMBT
1265
First Farmers & Merchants Bank Trust
Tennessee
$549K -$49.6K -300 -7%
T
1266
TNF
Montana
$547K – – –
TWM
1267
Titus Wealth Management
California
$547K +$335K +2,030 +106%
OC
1268
Oakworth Capital
Alabama
$546K -$11.9K -72 -2%
PTP
1269
Platform Technology Partners
New York
$545K +$6.28K +38 +1%
VWM
1270
Venturi Wealth Management
Texas
$543K -$248K -1,500 -28%
MIM
1271
MTM Investment Management
South Carolina
$541K -$5.78K -35 -0.9%
TIM
1272
Thompson Investment Management
Wisconsin
$541K +$192K +1,160 +42%
RCM
1273
RB Capital Management
Nevada
$540K +$18.8K +114 +3%
FAFN
1274
First Affirmative Financial Network
Colorado
$535K -$16K -97 -2%
CANC
1275
Culbertson A N & Co
Virginia
$535K – – –
49 50
51
52 53