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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
CW
1626
Channel Wealth
California
$898K +$16K +50 +2%
RI
1627
Ridgewood Investments
New Jersey
$895K – – –
RFP
1628
Root Financial Partners
California
$895K +$58K +181 +7%
SBCM
1629
Silverberg Bernstein Capital Management
New York
$895K – – –
PTB
1630
Pioneer Trust Bank
Oregon
$893K – – –
DCM
1631
Donaldson Capital Management
Indiana
$892K +$627K +1,957 +288%
BDA
1632
Borer Denton & Associates
Pennsylvania
$892K – – –
MSA
1633
Marino Stram & Associates
Massachusetts
$892K +$2.24K +7 +0.3%
UB
1634
Umpqua Bank
Oregon
$891K +$7.04K +22 +0.8%
SB
1635
Strategic Blueprint
Georgia
$887K +$45.5K +142 +6%
TCA
1636
Transcend Capital Advisors
New Jersey
$885K -$1.28K -4 -0.2%
SIC
1637
Sigma Investment Counselors
Michigan
$885K -$243K -760 -23%
AFC
1638
AFT Forsyth & Company
Florida
$885K – – –
FNBOH
1639
First National Bank of Hutchinson
Kansas
$883K +$836K +2,611 New
PWPS
1640
Pinnacle Wealth Planning Services
Ohio
$882K -$3.52K -11 -0.4%
TP
1641
TritonPoint Partners
Maryland
$881K +$434K +1,357 +109%
GLLW
1642
Graves Light Lenhart Wealth
Virginia
$880K – – –
FPL
1643
Fortress Private Ledger
North Carolina
$879K +$153K +479 +23%
LWM
1644
LongView Wealth Management
Georgia
$877K -$40.7K -127 -5%
SCM
1645
Sandler Capital Management
New York
$875K +$829K +2,588 New
CFG
1646
Chapman Financial Group
Hawaii
$874K – – –
IP
1647
Indivisible Partners
Florida
$874K +$112K +349 +16%
GI
1648
Gradient Investments
Minnesota
$873K +$344K +1,074 +71%
TW
1649
TritonPoint Wealth
Maryland
$869K -$60.5K -189 -7%
EB
1650
Exchange Bank
California
$869K – – –
64 65
66
67 68