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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
FNBOSM
1076
First National Bank of South Miami
Florida
$878K -$19.9K -134 -2%
CPG
1077
Cornerstone Planning Group
New Jersey
$874K +$882K +5,951 New
TW
1078
TrinityPoint Wealth
Connecticut
$861K +$5.04K +34 +0.6%
EIP
1079
Ellis Investment Partners
Pennsylvania
$860K +$1.93K +13 +0.2%
ST
1080
Spinnaker Trust
Maine
$860K -$82.5K -557 -9%
CI
1081
Conning Inc
Connecticut
$856K -$3.26K -22 -0.4%
WW
1082
Waterfront Wealth
Kansas
$855K +$47K +317 +7%
HWP
1083
Highline Wealth Partners
California
$853K – – –
LWANC
1084
Laurel Wealth Advisors (North Carolina)
North Carolina
$853K +$148 +1 +0%
LWM
1085
Lyell Wealth Management
California
$849K -$1.04K -7 -0.1%
CMANY
1086
Capital Management Associates (New York)
New York
$845K +$42.4K +286 +5%
CA
1087
Crewe Advisors
Utah
$845K +$5.48K +37 +0.7%
CS
1088
Cannell & Spears
New York
$842K – – –
IA
1089
IFP Advisors
Florida
$842K -$192K -1,298 -12%
SA
1090
Strategic Advisors
New York
$840K -$114K -768 -12%
TWI
1091
Thomas White International
Illinois
$839K – – –
MA
1092
Mutual Advisors
Nebraska
$837K -$183K -1,234 -18%
RWM
1093
Ritholtz Wealth Management
New York
$833K -$217K -1,466 -21%
BTWM
1094
Baker Tilly Wealth Management
Wisconsin
$832K -$16.2K -109 -2%
FFM
1095
Forum Financial Management
Illinois
$826K +$15.3K +103 +2%
GWM
1096
Geneos Wealth Management
Colorado
$825K +$108K +730 +15%
BHBT
1097
Burke & Herbert Bank & Trust
Virginia
$824K -$3.7K -25 -0.4%
HVM
1098
Harvest Volatility Management
Connecticut
$822K -$178K -1,199 -18%
BHIA
1099
Birch Hill Investment Advisors
Massachusetts
$821K +$16.2K +109 +2%
DI
1100
Diligent Investors
California
$813K – – –
42 43
44
45 46