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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
HSA
926
HBK Sorce Advisory
Pennsylvania
$2.53M +$108K +435 +5%
BIA
927
Beacon Investment Advisors
Maryland
$2.53M – – –
CPSC
928
Carl P. Sherr & Co
Massachusetts
$2.52M -$24.7K -99 -1%
MC
929
Moors & Cabot
Massachusetts
$2.52M +$23.9K +96 +1%
ACL
930
Applied Capital LLC
Florida
$2.51M -$17.4K -70 -0.8%
PFBT
931
Parkside Financial Bank & Trust
Missouri
$2.51M +$145K +582 +7%
SYBT
932
Stock Yards Bank & Trust
Kentucky
$2.5M -$36.4K -146 -2%
MPWT
933
MassMutual Private Wealth & Trust
Connecticut
$2.5M +$137K +549 +6%
NFA
934
Northern Financial Advisors
Michigan
$2.49M +$23.4K +94 +1%
EAM
935
EFG Asset Management
Oregon
$2.48M -$97.9K -393 -4%
MWM
936
Mindset Wealth Management
Indiana
$2.47M +$2.27M +9,105 New
BCM
937
Bridgeway Capital Management
Texas
$2.47M -$74.7K -300 -3%
BONH
938
Bank of New Hampshire
New Hampshire
$2.46M +$130K +524 +6%
MCM
939
Mengis Capital Management
Oregon
$2.46M – – –
PH
940
Pinnacle Holdings
Oklahoma
$2.45M -$14.4K -58 -0.6%
PWA
941
Provenance Wealth Advisors
Florida
$2.44M -$17.7K -71 -0.8%
FNT
942
First National Trust
Pennsylvania
$2.43M -$66.5K -267 -3%
BOS
943
Bank of Stockton
California
$2.43M -$300K -1,206 -12%
I
944
INVST
Indiana
$2.43M -$12.9K -52 -0.6%
WIC
945
Woodmont Investment Counsel
Tennessee
$2.42M -$33.6K -135 -1%
VWM
946
Vivid Wealth Management
Iowa
$2.41M +$206K +826 +10%
AIM
947
Anchor Investment Management
South Carolina
$2.41M -$2.49K -10 -0.1%
FIM
948
Freedom Investment Management
Connecticut
$2.41M -$14.2K -57 -0.6%
RWM
949
Ritholtz Wealth Management
New York
$2.4M +$184K +739 +9%
CBA
950
Coastal Bridge Advisors
Connecticut
$2.4M -$3.73K -15 -0.2%
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