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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
RSWM
1326
Robertson Stephens Wealth Management
California
$213K +$209K +2,127 New
CPIG
1327
Chicago Partners Investment Group
Illinois
$212K +$217K +2,203 New
VWA
1328
V Wealth Advisors
Kansas
$211K -$211K -2,140 -50%
VWM
1329
Valley Wealth Managers
New Jersey
$211K – – –
PAMG
1330
Patton Albertson Miller Group
Tennessee
$211K +$207K +2,100 New
VST
1331
Van Strum & Towne
California
$211K +$207K +2,100 New
SWM
1332
SVA Wealth Management
Wisconsin
$210K -$1.11M -11,324 -84%
PFGIA
1333
Patriot Financial Group Insurance Agency
Massachusetts
$208K +$10.9K +111 +6%
CST
1334
Charles Schwab Trust
Nevada
$208K +$205K +2,079 New
AC
1335
Abbrea Capital
California
$207K -$73.8K -750 -27%
STB
1336
S&T Bank
Pennsylvania
$207K +$203K +2,067 New
PPW
1337
Pasadena Private Wealth
California
$206K – – –
PA
1338
Procyon Advisors
Connecticut
$206K +$5.61K +57 +3%
GIM
1339
Greylin Investment Management
Virginia
$206K +$202K +2,050 New
DAS
1340
Dynamic Advisor Solutions
Arizona
$206K +$202K +2,058 New
RCA
1341
Ranch Capital Advisors
Florida
$205K +$98 +1 +0%
OLA
1342
Oliver Luxxe Assets
New Jersey
$205K +$201K +2,041 New
MIH
1343
Meitav Investment House
Israel
$205K +$202K +2,050 New
CS
1344
Capital Square
Tennessee
$204K -$54.1K -550 -21%
HPWM
1345
Highland Private Wealth Management
Washington
$204K +$200K +2,034 New
LJHT
1346
Laurie J. Hall Trustee
$204K +$200K +2,034 New
CAL
1347
Capital Analysts LLC
Pennsylvania
$203K +$34.4K +350 +21%
CHP
1348
Cable Hill Partners
Oregon
$203K +$199K +2,021 New
MBTD
1349
Mechanics Bank - Trust Department
California
$203K +$199K +2,021 New
LI
1350
Lafayette Investments
Maryland
$203K +$199K +2,024 New
52 53
54
55 56