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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
R
1851
Rebalance
California
$506K – – –
GAA
1852
Global Assets Advisory
Florida
$505K -$272K -966 -38%
FBC
1853
Fairfield, Bush & Co
Connecticut
$504K – – –
HWA
1854
HCR Wealth Advisors
California
$501K -$142K -504 -24%
APIM
1855
Agate Pass Investment Management
Washington
$501K – – –
M
1856
MOTCO
Texas
$499K -$6.75K -24 -1%
BC
1857
Burney Company
Virginia
$499K -$35.2K -125 -7%
TS
1858
TradeWell Securities
Indiana
$499K +$440K +1,564 New
FDDB
1859
Fidelity D&D Bancorp
Pennsylvania
$498K – – –
SMC
1860
Smith, Moore & Co
Missouri
$497K -$36.3K -129 -8%
NC
1861
North Capital
Utah
$496K -$563 -2 -0.1%
TFA
1862
Toth Financial Advisory
Virginia
$495K +$281 +1 +0.1%
ISFAN
1863
Investor's Fiduciary Advisor Network
Washington
$491K +$434K +1,541 New
FB
1864
First Bancorp
Maine
$490K -$2.81K -10 -0.6%
TNBTD
1865
Trustmark National Bank Trust Department
Mississippi
$488K -$102K -363 -19%
WCM
1866
Windsor Capital Management
Arizona
$488K – – –
PCA
1867
Prosperity Capital Advisors
Ohio
$486K +$37.7K +134 +10%
IRC
1868
Investors Research Corp
Georgia
$486K – – –
WAG
1869
Winthrop Advisory Group
Massachusetts
$485K +$428K +1,522 New
BL
1870
Balentine LLC
Georgia
$485K -$810K -2,879 -65%
ONST
1871
Old North State Trust
North Carolina
$484K +$162K +574 +61%
OC
1872
Optima Capital
Oregon
$483K -$108K -382 -20%
SFWC
1873
Strategic Family Wealth Counselors
New Jersey
$483K +$55.7K +198 +15%
6F
1874
626 Financial
Michigan
$483K -$7.88K -28 -2%
CT
1875
Clearstead Trust
Maine
$482K -$29.3K -104 -6%
73 74
75
76 77