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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
YC
1651
Yarbrough Capital
Tennessee
$641K – – –
SEIA
1652
Signature Estate & Investment Advisors
California
$640K -$126K -439 -17%
EFSCE
1653
Enterprise Financial Services Corp (EFSC)
Missouri
$638K +$14.1K +49 +2%
CIC
1654
Carnegie Investment Counsel
Ohio
$637K -$205K -715 -25%
CP
1655
Clarendon Private
Massachusetts
$637K +$616K +2,145 New
AC
1656
Addison Capital
Pennsylvania
$636K -$10.1K -35 -2%
PWA
1657
Phoenix Wealth Advisors
North Carolina
$636K -$13.2K -46 -2%
OWA
1658
Opal Wealth Advisors
New York
$636K +$9.48K +33 +2%
SWMP
1659
Signature Wealth Management Partners
New Jersey
$634K -$10.1K -35 -2%
WA
1660
Wealth Architects
California
$634K -$19.8K -69 -3%
HCM
1661
Howland Capital Management
Massachusetts
$633K +$2.01K +7 +0.3%
ATC
1662
Adirondack Trust Company
New York
$629K -$8.33K -29 -1%
DIM
1663
Delta Investment Management
California
$627K -$67.2K -234 -10%
PJWM
1664
Philip James Wealth Mangement
Georgia
$627K +$3.45K +12 +0.6%
BFG
1665
Berger Financial Group
Minnesota
$626K +$110K +382 +22%
FPW
1666
Flagship Private Wealth
Massachusetts
$625K – – –
RPC
1667
Rossmore Private Capital
Connecticut
$624K – – –
APA
1668
Astoria Portfolio Advisors
New York
$624K +$16.7K +58 +3%
MIM
1669
Macroview Investment Management
Maryland
$623K – – –
SNBOSD
1670
Security National Bank of So Dak
Iowa
$623K – – –
SPI
1671
Sutton Place Investors
New York
$622K +$7.76K +27 +1%
WPC
1672
Waters Parkerson & Co
Louisiana
$622K -$2.3K -8 -0.4%
SHGA
1673
Sand Hill Global Advisors
California
$622K – – –
CA
1674
Claro Advisors
Massachusetts
$621K -$33.3K -116 -5%
MSWA
1675
Marshall & Sterling Wealth Advisors
New York
$621K +$602K +2,094 New
65 66
67
68 69