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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
SFG
1501
Sunburst Financial Group
Alabama
$327K – – –
NA
1502
Navellier & Associates
Nevada
$325K +$14.8K +100 +5%
PWW
1503
Pettyjohn Wood & White
Virginia
$325K – – –
DDPIC
1504
Deroy & Devereaux Private Investment Counsel
Michigan
$325K +$74.1K +500 +29%
CCA
1505
Childress Capital Advisors
Texas
$324K -$12K -81 -4%
FPFS
1506
First Personal Financial Services
North Carolina
$324K -$74.1K -500 -19%
NLP
1507
Next Level Private
New York
$324K – – –
PA
1508
Procyon Advisors
Connecticut
$323K -$4.59K -31 -1%
RWPA
1509
Richard W. Paul & Associates
Michigan
$323K +$324K +2,184 New
RPC
1510
Rossmore Private Capital
Connecticut
$322K +$35.6K +240 +12%
GWS
1511
Glassman Wealth Services
Virginia
$322K +$22.4K +151 +7%
Kayne Anderson Rudnick Investment Management
1512
Kayne Anderson Rudnick Investment Management
California
$321K – – –
RF
1513
Resolute Financial
Massachusetts
$320K +$44.5K +300 +16%
APP
1514
Avantax Planning Partners
Iowa
$320K +$22.4K +151 +7%
FRM
1515
Fox Run Management
Connecticut
$318K -$916K -6,181 -74%
GIM
1516
Greylin Investment Management
Virginia
$318K – – –
FCA
1517
FinTrust Capital Advisors
South Carolina
$317K +$29.5K +199 +10%
FBB
1518
Fulton Breakefield Broenniman
Maryland
$316K +$4.74K +32 +2%
CWG
1519
Cornerstone Wealth Group
North Carolina
$316K -$53.8K -363 -15%
DCM
1520
Donaldson Capital Management
Indiana
$316K – – –
YC
1521
Yarbrough Capital
Tennessee
$315K – – –
CD
1522
Chapin Davis
Maryland
$313K +$314K +2,117 New
SFG
1523
StrategIQ Financial Group
Indiana
$312K +$445 +3 +0.1%
HA
1524
HC Advisors
Georgia
$312K – – –
TIA
1525
Tiemann Investment Advisors
California
$311K -$7.41K -50 -2%