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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
PFGIA
1401
Patriot Financial Group Insurance Agency
Massachusetts
$260K +$8.53K +77 +4%
PPSG
1402
Princeton Portfolio Strategies Group
New Jersey
$259K -$1.89M -17,029 -89%
WCM
1403
Whitener Capital Management
North Carolina
$259K – – –
BIM
1404
Bridges Investment Management
Nebraska
$258K -$92.8K -838 -28%
RIM
1405
Reliant Investment Management
Tennessee
$258K – – –
GHA
1406
GW Henssler & Associates
Georgia
$257K -$17.7K -160 -7%
HA
1407
HC Advisors
Georgia
$257K +$111 +1 +0%
HIA
1408
Harbor Investment Advisory
Maryland
$256K -$23.5K -212 -9%
YMRC
1409
Yorktown Management & Research Company
Virginia
$255K -$222K -2,000 -49%
CASB
1410
Cape Ann Savings Bank
Massachusetts
$254K +$233K +2,100 New
SSG
1411
Summit Securities Group
New York
$254K +$233K +2,100 New
PA
1412
Procyon Advisors
Connecticut
$253K +$4.65K +42 +2%
MBTD
1413
Mechanics Bank - Trust Department
California
$253K +$7.75K +70 +3%
PWA
1414
Phoenix Wealth Advisors
North Carolina
$253K +$231K +2,090 New
LWM
1415
Liberty Wealth Management
California
$252K -$30.6K -276 -11%
DTC
1416
Davidson Trust Company
Washington
$252K -$8.31K -75 -3%
SWM
1417
SVA Wealth Management
Wisconsin
$251K -$2.21K -20 -1%
CST
1418
Charles Schwab Trust
Nevada
$251K – – –
RWB
1419
RMR Wealth Builders
New Jersey
$250K -$213K -1,923 -48%
FFN
1420
Focus Financial Network
Minnesota
$249K -$8.31K -75 -4%
GIM
1421
Greylin Investment Management
Virginia
$248K – – –
HPWM
1422
Highland Private Wealth Management
Washington
$248K +$1.33K +12 +0.6%
OLA
1423
Oliver Luxxe Assets
New Jersey
$247K – – –
RCA
1424
Ranch Capital Advisors
Florida
$247K – – –
CHP
1425
Cable Hill Partners
Oregon
$247K +$2.77K +25 +1%
55 56
57
58 59