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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
EF
976
Empirical Finance
Pennsylvania
$820K +$127K +1,144 +20%
BAM
977
Belpointe Asset Management
Nevada
$816K +$30.1K +272 +4%
TA
978
Tiedemann Advisors
New York
$809K -$192K -1,735 -21%
LWAM
979
Legacy Wealth Asset Management
Minnesota
$798K +$731K +6,597 New
LSAG
980
Lake Street Advisors Group
New Hampshire
$794K -$43K -388 -6%
TCPWM
981
Traverso Chambers Private Wealth Management
California
$788K -$3.99K -36 -0.5%
BB
982
Berkshire Bank
Massachusetts
$785K -$29.7K -268 -4%
RC
983
RegentAtlantic Capital
New Jersey
$784K +$196K +1,767 +37%
AWA
984
Arete Wealth Advisors
Illinois
$779K -$89.3K -806 -11%
WWM
985
Western Wealth Management
Colorado
$776K +$51.9K +469 +8%
KWM
986
Keebeck Wealth Management
Illinois
$776K +$328K +2,958 +85%
WA
987
WealthTrust Axiom
Pennsylvania
$775K – – –
SB
988
Sunflower Bank
Texas
$769K +$271K +2,445 +62%
GC
989
GFG Capital
Florida
$768K +$6.64K +60 +1%
WA
990
Wealth Alliance
New York
$765K -$93.8K -847 -12%
GC
991
Grimes & Company
Massachusetts
$764K +$111 +1 +0%
PTC
992
Private Trust Company
Ohio
$760K -$24.4K -220 -3%
AMC
993
Asset Management Corp
Illinois
$758K -$112K -1,013 -14%
NIM
994
NuWave Investment Management
New Jersey
$758K +$694K +6,266 +156,650%
CCM
995
Compton Capital Management
Rhode Island
$756K – – –
CC
996
Constitution Capital
Connecticut
$756K +$692K +6,250 New
MAM
997
Meeder Asset Management
Ohio
$755K -$3.56M -32,117 -84%
PGWM
998
Parisi Gray Wealth Management
New Jersey
$750K -$5.54K -50 -0.8%
BRWM
999
B. Riley Wealth Management
Tennessee
$750K +$77K +695 +13%
UR
1000
USCA RIA
Texas
$748K +$146K +1,320 +27%
38 39
40
41 42