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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
PCG
1001
Prosperity Consulting Group
Maryland
$2.71M +$26.5K +94 +1%
IWA
1002
Icon Wealth Advisors
Texas
$2.71M -$529K -1,881 -18%
WWM
1003
Western Wealth Management
Colorado
$2.7M +$114K +405 +5%
HCMG
1004
Howard Capital Management Group
California
$2.69M – – –
HR
1005
Hardy Reed
Mississippi
$2.69M -$2.81K -10 -0.1%
SWA
1006
SOA Wealth Advisors
New York
$2.68M +$53.5K +190 +2%
RWB
1007
RMR Wealth Builders
New Jersey
$2.68M +$107K +379 +5%
MHIC
1008
Marble Harbor Investment Counsel
Massachusetts
$2.67M -$307K -1,090 -12%
NEAM
1009
New England Asset Management
Connecticut
$2.66M – – –
KW
1010
KWB Wealth
California
$2.66M -$44.5K -158 -2%
NI
1011
Natural Investments
California
$2.65M +$44.8K +159 +2%
BOS
1012
Bank of Stockton
California
$2.64M -$5.35K -19 -0.2%
WIC
1013
Woodmont Investment Counsel
Tennessee
$2.64M +$3.38K +12 +0.1%
SIAG
1014
Signet Investment Advisory Group
Rhode Island
$2.63M -$5.63K -20 -0.2%
GC
1015
GFG Capital
Florida
$2.62M -$107K -379 -4%
IA
1016
IFG Advisory
Georgia
$2.62M +$24.2K +86 +1%
DA
1017
Dover Advisors
Virginia
$2.6M +$41.7K +148 +2%
AP
1018
Americana Partners
Texas
$2.59M -$377K -1,340 -14%
CS
1019
Cannell & Spears
New York
$2.59M -$38K -135 -2%
BB
1020
Berkshire Bank
Massachusetts
$2.58M -$49K -174 -2%
PIM
1021
Penobscot Investment Management
Massachusetts
$2.57M -$612K -2,176 -21%
ACM
1022
Accent Capital Management
Ohio
$2.57M -$42.2K -150 -2%
BHBT
1023
Burke & Herbert Bank & Trust
Virginia
$2.54M +$64.7K +230 +3%
BA
1024
Bridgewater Advisors
New York
$2.54M +$14.1K +50 +0.6%
FFM
1025
Forum Financial Management
Illinois
$2.53M +$365K +1,296 +19%
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