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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1251
Synergy Asset Management
Washington
$387K +$355K +3,201 New
WPC
1252
Waters Parkerson & Co
Louisiana
$385K -$12K -108 -3%
SFA
1253
Semmax Financial Advisors
North Carolina
$385K +$20.7K +187 +6%
ACM
1254
Advisors Capital Management
New Jersey
$385K +$353K +3,190 New
SW
1255
SlateStone Wealth
Florida
$383K -$108K -974 -24%
RSWM
1256
Robertson Stephens Wealth Management
California
$383K +$116K +1,043 +49%
ATFA
1257
All Terrain Financial Advisors
Minnesota
$382K – – –
APW
1258
Acima Private Wealth
Virginia
$379K – – –
SFO
1259
Standard Family Office
South Dakota
$379K +$347K +3,131 New
PA
1260
PFG Advisors
Arizona
$379K +$348K +3,138 New
GLLW
1261
Graves Light Lenhart Wealth
Virginia
$378K +$9.3K +84 +3%
HC
1262
Henshaw Capital
Massachusetts
$378K +$346K +3,125 New
IAIM
1263
International Assets Investment Management
Florida
$377K -$182K -1,647 -35%
LSA
1264
L & S Advisors
California
$377K -$2.77K -25 -0.8%
TIS
1265
Tortoise Index Solutions
Kansas
$376K -$1.11K -10 -0.3%
SWMP
1266
Signature Wealth Management Partners
New Jersey
$374K +$343K +3,096 New
SMH
1267
Sanders Morris Harris
Texas
$372K -$27.7K -250 -8%
OR
1268
Olympiad Research
Connecticut
$372K +$19K +172 +6%
SICM
1269
Sustainable Insight Capital Management
New York
$370K +$339K +3,059 New
SWM
1270
Stockman Wealth Management
Montana
$368K -$27.7K -250 -8%
SWM
1271
SeaCrest Wealth Management
New York
$365K -$73.2K -661 -18%
MA
1272
Mezzasalma Advisors
New Jersey
$365K +$334K +3,017 New
AIC
1273
Ameritas Investment Company
Nebraska
$364K +$18.4K +166 +6%
ACM
1274
AUA Capital Management
Pennsylvania
$363K – – –
VCM
1275
Violich Capital Management
California
$363K – – –
49 50
51
52 53