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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
1626
Windsor Capital Management
Arizona
$307K +$323 +2 +0.1%
LC
1627
LCNB Corp
Ohio
$306K – – –
KC
1628
Kenfarb & Co
Kentucky
$305K – – –
TTWM
1629
TCV Trust & Wealth Management
Virginia
$304K – – –
EBA
1630
Eagle Bay Advisors
New York
$304K -$13.9K -86 -5%
FFBTD
1631
First Financial Bank - Trust Division
Ohio
$303K -$19.4K -120 -6%
OW
1632
Olistico Wealth
Oklahoma
$303K +$323 +2 +0.1%
LI
1633
LMCG Investments
Massachusetts
$303K -$2.9K -18 -1%
SFFS
1634
Stonehage Fleming Financial Services
Jersey
$301K +$279K +1,727 New
IRC
1635
Investors Research Corp
Georgia
$300K – – –
CPRC
1636
Consolidated Portfolio Review Corp
New York
$299K – – –
W
1637
Wealthquest
Ohio
$299K – – –
CFP
1638
Catalyst Financial Partners
Massachusetts
$297K +$53.7K +333 +24%
ZCI
1639
Zevenbergen Capital Investments
Washington
$296K – – –
FBB
1640
Fulton Breakefield Broenniman
Maryland
$296K -$49.4K -306 -15%
SN
1641
Sittner & Nelson
Oregon
$295K +$323 +2 +0.1%
KFP
1642
KB Financial Partners
New Jersey
$295K -$529K -3,281 -66%
RPCONE
1643
Retirement Planning Company of New England
Rhode Island
$295K -$161 -1 -0.1%
CS
1644
Comerica Securities
Michigan
$293K -$4.2K -26 -2%
BOM
1645
Bank of Marin
California
$292K – – –
BFC
1646
Blue Fin Capital
Rhode Island
$292K – – –
CCWM
1647
Cassaday & Co Wealth Management
Virginia
$291K -$82.3K -510 -23%
NRI
1648
NFP Retirement Inc
California
$291K – – –
TA
1649
Tiedemann Advisors
New York
$290K +$269K +1,666 New
FA
1650
Fagan Associates
New York
$289K -$50.8K -315 -16%
64 65
66
67 68