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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
1251
SlateStone Wealth
Florida
$383K -$108K -974 -24%
RSWM
1252
Robertson Stephens Wealth Management
California
$383K +$116K +1,043 +49%
ATFA
1253
All Terrain Financial Advisors
Minnesota
$382K – – –
APW
1254
Acima Private Wealth
Virginia
$379K – – –
SFO
1255
Standard Family Office
South Dakota
$379K +$347K +3,131 New
PA
1256
PFG Advisors
Arizona
$379K +$348K +3,138 New
GLLW
1257
Graves Light Lenhart Wealth
Virginia
$378K +$9.3K +84 +3%
HC
1258
Henshaw Capital
Massachusetts
$378K +$346K +3,125 New
IAIM
1259
International Assets Investment Management
Florida
$377K -$182K -1,647 -35%
LSA
1260
L & S Advisors
California
$377K -$2.77K -25 -0.8%
TIS
1261
Tortoise Index Solutions
Kansas
$376K -$1.11K -10 -0.3%
SWMP
1262
Signature Wealth Management Partners
New Jersey
$374K +$343K +3,096 New
SMH
1263
Sanders Morris Harris
Texas
$372K -$27.7K -250 -8%
OR
1264
Olympiad Research
Connecticut
$372K +$19K +172 +6%
SICM
1265
Sustainable Insight Capital Management
New York
$370K +$339K +3,059 New
SWM
1266
Stockman Wealth Management
Montana
$368K -$27.7K -250 -8%
SWM
1267
SeaCrest Wealth Management
New York
$365K -$73.2K -661 -18%
MA
1268
Mezzasalma Advisors
New Jersey
$365K +$334K +3,017 New
AIC
1269
Ameritas Investment Company
Nebraska
$364K +$18.4K +166 +6%
ACM
1270
AUA Capital Management
Pennsylvania
$363K – – –
VCM
1271
Violich Capital Management
California
$363K – – –
LWMM
1272
Legacy Wealth Management (Mississippi)
Mississippi
$363K – – –
PHAM
1273
Palisades Hudson Asset Management
Florida
$362K – – –
BTWM
1274
Baker Tilly Wealth Management
Wisconsin
$361K +$330K +2,983 New
PG
1275
Patten Group
Tennessee
$354K – – –
49 50
51
52 53