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AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
1226
Heritage Wealth Advisors
Virginia
$524K – – –
BG
1227
Benedetti & Gucer
Georgia
$524K +$9.4K +60 +2%
SMH
1228
Sanders Morris Harris
Texas
$523K +$6.26K +40 +1%
ATFA
1229
All Terrain Financial Advisors
Minnesota
$522K – – –
CP
1230
Cumberland Partners
Ontario, Canada
$521K -$116K -740 -19%
AC
1231
Abbrea Capital
California
$520K +$35.2K +225 +8%
SNT
1232
Security National Trust
West Virginia
$518K -$18.6K -119 -4%
SFO
1233
Standard Family Office
South Dakota
$517K +$94K +600 +24%
GLLW
1234
Graves Light Lenhart Wealth
Virginia
$516K -$14.1K -90 -3%
OAM
1235
Optimal Asset Management
California
$516K – – –
ICP
1236
Interchange Capital Partners
Pennsylvania
$515K -$137K -872 -22%
CA
1237
Cambridge Advisors
Nebraska
$514K +$39.3K +251 +9%
SKK
1238
Shepherd Kaplan Krochuk
Massachusetts
$512K -$188K -1,200 -28%
SWMP
1239
Signature Wealth Management Partners
New Jersey
$512K – – –
SAM
1240
Synergy Asset Management
Washington
$512K – – –
MIP
1241
Marietta Investment Partners
Wisconsin
$511K – – –
WPC
1242
Waters Parkerson & Co
Louisiana
$511K – – –
PO
1243
Private Ocean
California
$507K +$187K +1,192 +64%
APW
1244
Acima Private Wealth
Virginia
$505K – – –
EFS
1245
Essex Financial Services
Connecticut
$504K – – –
MFG
1246
Magnus Financial Group
New York
$503K +$1.72K +11 +0.4%
CH
1247
Canton Hathaway
Rhode Island
$501K -$78.3K -500 -14%
BOS
1248
Bingham Osborn & Scarborough
California
$501K +$87.4K +558 +23%
PWA
1249
Phoenix Wealth Advisors
North Carolina
$499K +$38.8K +248 +9%
MA
1250
Mezzasalma Advisors
New Jersey
$498K – – –
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