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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
PCS
951
Personal CFO Solutions
New Jersey
$1.3M +$484K +2,837 +56%
WSC
952
Wellington Shields & Co
New York
$1.3M +$5.97K +35 +0.4%
IAMOG
953
Investors Asset Management of Georgia
Georgia
$1.29M +$57.1K +335 +4%
IWS
954
Insight Wealth Strategies
California
$1.28M +$200K +1,172 +18%
ST
955
Smithfield Trust
Pennsylvania
$1.28M – – –
IA
956
Insight Advisors
Pennsylvania
$1.27M +$17.1K +100 +1%
BIC
957
Beach Investment Counsel
Pennsylvania
$1.26M – – –
AWA
958
Arete Wealth Advisors
Illinois
$1.26M +$18.9K +111 +1%
SC
959
SRB Corp
Massachusetts
$1.26M +$1.31M +7,694 New
BAM
960
Belpointe Asset Management
Nevada
$1.25M +$70.6K +414 +6%
P
961
Pitcairn
Pennsylvania
$1.25M -$21.5K -126 -2%
VCAM
962
Van Cleef Asset Management
Ohio
$1.25M +$6.99K +41 +0.5%
TCOT
963
Trust Company of Toledo
Ohio
$1.24M +$86.6K +508 +7%
BIA
964
Bigelow Investment Advisors
Maine
$1.24M +$55.9K +328 +5%
P
965
Pariax
California
$1.24M +$1.29M +7,562 New
JIC
966
Joel Isaacson & Co
New York
$1.24M – – –
WWM
967
Western Wealth Management
Colorado
$1.23M +$1.29M +7,550 New
RE
968
RBC Europe
United Kingdom
$1.23M -$448K -2,629 -26%
PSB
969
Piscataqua Savings Bank
New Hampshire
$1.23M -$1.71K -10 -0.1%
MA
970
Mutual Advisors
Nebraska
$1.23M +$41.3K +242 +3%
FPCP
971
Fort Point Capital Partners
California
$1.22M – – –
BFG
972
Beacon Financial Group
Texas
$1.22M +$13.8K +81 +1%
HWM
973
Horizon Wealth Management
Illinois
$1.22M +$1.27M +7,452 New
CPO
974
Cerity Partners OCIO
New York
$1.22M +$33.1K +194 +3%
GWM
975
Geneos Wealth Management
Colorado
$1.21M -$104K -609 -8%
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