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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1701
Empirical Wealth Management
Washington
$242K -$33.8K -198 -12%
MAC
1702
Mason & Associates (California)
California
$241K +$252K +1,475 New
GSC
1703
G&S Capital
Colorado
$240K +$7.5K +44 +3%
PWS
1704
Peterson Wealth Services
Utah
$239K +$249K +1,460 New
WA
1705
Waverly Advisors
Alabama
$238K -$51K -299 -19%
AAM
1706
Autus Asset Management
Arizona
$237K – – –
GAMC
1707
Garner Asset Management Corp
Texas
$237K +$34.3K +201 +16%
ECAM
1708
East Coast Asset Management
Massachusetts
$236K – – –
GCM
1709
Graham Capital Management
Connecticut
$236K +$246K +1,443 New
KWM
1710
Kolinsky Wealth Management
New Jersey
$236K +$246K +1,445 New
EFSCE
1711
Enterprise Financial Services Corp (EFSC)
Missouri
$235K -$428K -2,511 -64%
MAG
1712
Mayfair Advisory Group
Alabama
$235K – – –
CTA
1713
Colonial Trust Advisors
South Carolina
$234K – – –
MHR
1714
Matthew Hamilton Rosenberg
$234K – – –
WPW
1715
Warther Private Wealth
Ohio
$234K – – –
CSB
1716
City State Bank
Iowa
$234K +$244K +1,430 New
EHAM
1717
Eagle Harbor Asset Management
Washington
$231K +$241K +1,415 New
FBC
1718
Fairfield, Bush & Co
Connecticut
$231K -$1.73M -10,150 -88%
LC
1719
Lindbrook Capital
California
$231K +$69.4K +407 +40%
TIM
1720
Tortoise Investment Management
New York
$230K -$5.12K -30 -2%
PWW
1721
Pettyjohn Wood & White
Virginia
$229K -$20.8K -122 -8%
MC
1722
Middleton & Co
Massachusetts
$229K -$8.53K -50 -3%
1CP
1723
17 Capital Partners
Arizona
$229K – – –
DDPIC
1724
Deroy & Devereaux Private Investment Counsel
Michigan
$229K – – –
TA
1725
TrueWealth Advisors
Alabama
$229K +$239K +1,399 New
67 68
69
70 71