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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
FWA
901
FOCUS Wealth Advisors
Texas
$1.44M -$5.72K -35 -0.4%
IPW
902
Inlet Private Wealth
Florida
$1.44M -$119K -730 -7%
MIA
903
MainStreet Investment Advisors
Illinois
$1.44M -$205K -1,254 -12%
TBNY
904
Trustco Bank (New York)
New York
$1.44M +$57.2K +350 +4%
CAG
905
Csenge Advisory Group
Florida
$1.43M -$128K -784 -8%
PWM
906
Pinnacle Wealth Management
California
$1.43M -$94.9K -580 -6%
MHIC
907
Marble Harbor Investment Counsel
Massachusetts
$1.41M +$36K +220 +2%
IFWM
908
Institute for Wealth Management
Colorado
$1.41M -$37.6K -230 -2%
ACL
909
Applied Capital LLC
Florida
$1.41M -$18.6K -114 -1%
BB
910
Berkshire Bank
Massachusetts
$1.4M -$5.89K -36 -0.4%
CPSC
911
Carl P. Sherr & Co
Massachusetts
$1.4M -$24.4K -149 -2%
BMCM
912
Bryn Mawr Capital Management
Pennsylvania
$1.4M +$1.06M +6,455 +220%
BIA
913
Beacon Investment Advisors
Maryland
$1.39M – – –
HIC
914
Hartline Investment Corp
Illinois
$1.37M – – –
AT
915
American Trust
Kentucky
$1.37M -$958K -5,856 -39%
SIAG
916
Signet Investment Advisory Group
Rhode Island
$1.37M -$16.4K -100 -1%
TC
917
TAGStone Capital
North Carolina
$1.36M +$5.4K +33 +0.4%
VIM
918
Vinva Investment Management
Australia
$1.36M -$257K -1,571 -15%
BZWA
919
Blue Zone Wealth Advisors
California
$1.35M -$5.4K -33 -0.4%
WIC
920
Woodmont Investment Counsel
Tennessee
$1.35M -$41.9K -256 -3%
AA
921
Argent Advisors
Louisiana
$1.35M +$12.4K +76 +0.8%
MAS
922
Meeder Advisory Services
Ohio
$1.35M -$252K -1,539 -15%
CDH
923
Charles D. Hyman
$1.34M -$8.18K -50 -0.6%
I
924
INVST
Indiana
$1.34M +$81.5K +498 +6%
DEA
925
DoubleLine ETF Adviser
Florida
$1.34M +$55.9K +342 +4%
35 36
37
38 39