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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
AL
1151
Aspiriant LLC
California
$764K +$10.1K +59 +1%
KCM
1152
KRS Capital Management
Michigan
$764K +$796K +4,670 New
WA
1153
WBH Advisory
Maryland
$762K +$171 +1 +0%
PIM
1154
Profit Investment Management
Maryland
$760K +$217K +1,270 +38%
VF
1155
Virtu Financial
New York
$758K -$1.71M -10,029 -68%
SC
1156
Schulhoff & Co
Ohio
$756K – – –
MWM
1157
Mission Wealth Management
California
$754K -$59.7K -350 -7%
LA
1158
Legacy Advisors
Pennsylvania
$753K – – –
SIG
1159
Sargent Investment Group
Maryland
$750K – – –
BAAM
1160
Baker Avenue Asset Management
California
$749K -$35.1K -206 -4%
XT
1161
XTX Topco
Cayman Islands
$748K -$1.2M -7,010 -61%
FFMBT
1162
First Farmers & Merchants Bank Trust
Tennessee
$747K +$778K +4,564 New
PHS
1163
Pekin Hardy Strauss
Illinois
$746K +$31.5K +185 +4%
RWM
1164
Ritholtz Wealth Management
New York
$745K +$33.8K +198 +5%
CWS
1165
Cypress Wealth Services
California
$739K +$12.1K +71 +2%
OQS
1166
Occudo Quantitative Strategies
Florida
$738K +$769K +4,509 New
PWP
1167
Pursue Wealth Partners
California
$736K +$767K +4,500 New
EWM
1168
Evermay Wealth Management
Virginia
$735K – – –
MGIA
1169
Moneta Group Investment Advisors
Missouri
$733K +$65.7K +385 +9%
LIM
1170
Leavell Investment Management
Alabama
$731K -$22.9K -134 -3%
TWA
1171
TCI Wealth Advisors
Arizona
$731K -$10.2K -60 -1%
KFP
1172
KB Financial Partners
New Jersey
$730K -$69.2K -406 -8%
ST
1173
Spinnaker Trust
Maine
$730K – – –
EIP
1174
Ellis Investment Partners
Pennsylvania
$730K +$199K +1,168 +35%
CCC
1175
Crescent Capital Consulting
Louisiana
$728K +$166K +975 +28%
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