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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
1801
Fountainhead AM
New Jersey
$461K +$40.5K +137 +9%
ARMT
1802
Amica Retiree Medical Trust
Rhode Island
$459K -$431K -1,459 -46%
ZCI
1803
Zevenbergen Capital Investments
Washington
$457K – – –
LSPW
1804
Lake Street Private Wealth
Illinois
$457K -$14.8K -50 -3%
NRI
1805
NFP Retirement Inc
California
$456K – – –
M
1806
MOTCO
Texas
$455K +$49.4K +167 +11%
BC
1807
Burney Company
Virginia
$454K +$3.84K +13 +0.8%
FM
1808
Foster & Motley
Ohio
$454K -$8.57K -29 -2%
HTIM
1809
Harbour Trust & Investment Management
Indiana
$454K – – –
SMC
1810
Smith, Moore & Co
Missouri
$454K -$76.3K -258 -13%
SI
1811
Severin Investments
Missouri
$454K -$8.28K -28 -2%
WA1
1812
Wimmer Associates 1
California
$453K – – –
SC
1813
Schubert & Co
Texas
$453K +$8.87K +30 +2%
NCM
1814
Northside Capital Management
Oregon
$453K – – –
HIG
1815
Heritage Investment Group
Florida
$452K – – –
CHC
1816
City Holding Co
West Virginia
$450K +$23.1K +78 +5%
1WM
1817
1858 Wealth Management
Ohio
$450K -$243K -823 -33%
AF
1818
Apexium Financial
Texas
$448K -$179K -604 -27%
EWA
1819
Exencial Wealth Advisors
Oklahoma
$448K +$32.5K +110 +7%
AWM
1820
Accel Wealth Management
Iowa
$447K +$7.98K +27 +2%
PFW
1821
Petros Family Wealth
Minnesota
$447K +$31.9K +108 +7%
HWM
1822
Hemington Wealth Management
Virginia
$446K +$11.2K +38 +2%
MCWA
1823
Meadow Creek Wealth Advisors
Georgia
$445K +$2.66K +9 +0.5%
OA
1824
Oxbow Advisors
Texas
$445K – – –
DP
1825
Dearborn Partners
Illinois
$444K -$2.96K -10 -0.6%
71 72
73
74 75