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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
1151
WealthSource Partners
California
$715K -$4.29K -26 -0.5%
CWM
1152
Chesapeake Wealth Management
Virginia
$715K +$259K +1,568 +44%
KCM
1153
KRS Capital Management
Michigan
$714K +$17.2K +104 +2%
SFA
1154
Souders Financial Advisors
Ohio
$711K +$847K +5,126 New
GRP
1155
Global Retirement Partners
California
$710K -$9.58K -58 -1%
SAM
1156
S.A. Mason
Michigan
$707K +$165 +1 +0%
EIM
1157
Ervin Investment Management
Washington
$706K – – –
LCS
1158
Levin Capital Strategies
New York
$702K – – –
WT
1159
Washington Trust
Rhode Island
$699K +$58K +351 +7%
SRC
1160
Sage Rhino Capital
California
$697K +$20.6K +125 +3%
BWM
1161
BigSur Wealth Management
Florida
$696K – – –
LRPA
1162
L. Roy Papp & Associates
Arizona
$696K +$8.59K +52 +1%
GC
1163
Garde Capital
Washington
$695K -$3.8K -23 -0.5%
RCC
1164
Red Cedar Capital
Nebraska
$695K – – –
LCM
1165
Leisure Capital Management
California
$693K -$20.5K -124 -2%
NWM
1166
Northcape Wealth Management
New York
$693K – – –
SOAMC
1167
Spirit of America Management Corp
New York
$693K – – –
WPW
1168
Waldron Private Wealth
Pennsylvania
$693K +$10.7K +65 +1%
EIP
1169
Ellis Investment Partners
Pennsylvania
$688K +$85.1K +515 +12%
DW
1170
Domani Wealth
Pennsylvania
$685K -$29.7K -180 -4%
PA
1171
PFG Advisors
Arizona
$685K +$202K +1,222 +33%
PK
1172
Pflug Koory
Nebraska
$684K +$16.5K +100 +2%
GL
1173
Graypoint LLC
New York
$679K -$182K -1,101 -18%
SI
1174
Saxon Interests
Texas
$679K +$109K +658 +16%
PIM
1175
Profit Investment Management
Maryland
$673K – – –
45 46
47
48 49