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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
HIM
1276
Harbour Investment Management
Washington
$311K – – –
BC
1277
Brinker Capital
Pennsylvania
$311K +$51.4K +430 +21%
AWM
1278
Aberdeen Wealth Management
Illinois
$311K +$298K +2,496 New
NNP
1279
Nachman Norwood & Parrott
South Carolina
$310K +$120 +1 +0%
MFG
1280
Merit Financial Group
Georgia
$309K +$297K +2,481 New
BEAM
1281
Baker Ellis Asset Management
Washington
$308K -$1.44M -12,050 -83%
AWM
1282
Argent Wealth Management
Massachusetts
$307K +$294K +2,462 New
JFA
1283
JNBA Financial Advisors
Minnesota
$306K -$837 -7 -0.3%
RCM
1284
RB Capital Management
Nevada
$306K +$38.8K +325 +15%
JA
1285
JOYN Advisors
Georgia
$305K -$15.9K -133 -5%
CIC
1286
Carnegie Investment Counsel
Ohio
$305K – – –
MFT
1287
Moisand Fitzgerald Tamayo
Florida
$305K – – –
NEGWA
1288
New England Guild Wealth Advisors
Connecticut
$305K – – –
PCS
1289
Personal CFO Solutions
New Jersey
$304K +$292K +2,442 New
PA
1290
Probity Advisors
Texas
$303K -$11.2K -94 -4%
WIP
1291
Wellesley Investment Partners
Massachusetts
$303K – – –
VWM
1292
Valley Wealth Managers
New Jersey
$303K +$4.3K +36 +1%
RMDI
1293
R.M. Davis Inc
Maine
$302K -$16.3K -136 -5%
CA
1294
Centerpoint Advisors
Massachusetts
$301K -$14.7K -123 -5%
HFM
1295
Harvest Fund Management
China
$300K – – –
MWA
1296
Meridian Wealth Advisors
Texas
$300K – – –
MC
1297
Montag & Caldwell
Georgia
$299K – – –
VCP
1298
Verus Capital Partners
Arizona
$299K +$287K +2,402 New
CIP
1299
Convergence Investment Partners
Florida
$296K -$3.35K -28 -1%
KLI
1300
Kelman-Lazarov Inc
Tennessee
$296K – – –
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