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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
APP
1301
Avantax Planning Partners
Iowa
$961K -$55.4K -239 -5%
EIM
1302
Essex Investment Management
Massachusetts
$960K -$605K -2,614 -39%
SA
1303
SRN Advisors
Pennsylvania
$960K -$554K -2,390 -37%
ANBT
1304
American National Bank & Trust
Texas
$956K +$23.6K +102 +3%
WA
1305
WBH Advisory
Maryland
$953K +$12.7K +55 +1%
BIM
1306
Baldwin Investment Management
Pennsylvania
$952K – – –
PAM
1307
Paradigm Asset Management
New York
$949K +$486K +2,100 +105%
EI
1308
Ellevest Inc
New York
$949K +$4.86K +21 +0.5%
EWM
1309
Evermay Wealth Management
Virginia
$936K – – –
MAM
1310
Morse Asset Management
Connecticut
$935K – – –
HGERS
1311
Householder Group Estate & Retirement Specialist
Arizona
$933K -$21.1K -91 -2%
BFM
1312
Boston Financial Management
Massachusetts
$933K -$47.5K -205 -5%
IIM
1313
Ipswich Investment Management
Massachusetts
$932K -$2.32K -10 -0.2%
CAL
1314
Capital Analysts LLC
Pennsylvania
$932K +$37.5K +162 +4%
AIM
1315
Alhambra Investment Management
Florida
$930K -$34.7K -150 -4%
CGL
1316
Clarius Group LLC
Washington
$929K -$53K -229 -5%
PTC
1317
Petrus Trust Company
Texas
$928K +$928K +4,008 New
EAM
1318
Evanson Asset Management
California
$923K +$463 +2 +0.1%
CA
1319
Centerpoint Advisors
Massachusetts
$919K -$3.94K -17 -0.4%
MWM
1320
Modern Wealth Management
Kansas
$919K +$17.4K +75 +2%
MFA
1321
Mayflower Financial Advisors
Massachusetts
$914K +$30.6K +132 +3%
WCF
1322
West Coast Financial
California
$914K +$5.56K +24 +0.6%
CT
1323
Colonial Trust
South Carolina
$909K -$2.11M -9,116 -70%
PO
1324
Private Ocean
California
$908K -$7.41K -32 -0.8%
FWTB
1325
First Western Trust Bank
Colorado
$908K – – –
51 52
53
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