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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
OAM
1251
Optimal Asset Management
California
$442K +$413K +3,124 New
CCA
1252
Cadent Capital Advisors
Oklahoma
$441K -$26.3K -199 -6%
LSA
1253
L & S Advisors
California
$440K -$1.32K -10 -0.3%
BG
1254
Benedetti & Gucer
Georgia
$440K +$411K +3,113 New
SAM
1255
Synergy Asset Management
Washington
$439K -$13.2K -100 -3%
SWMP
1256
Signature Wealth Management Partners
New Jersey
$438K – – –
WPC
1257
Waters Parkerson & Co
Louisiana
$437K -$12.6K -95 -3%
MIP
1258
Marietta Investment Partners
Wisconsin
$437K +$38.6K +292 +10%
PA
1259
PFG Advisors
Arizona
$435K -$8.32K -63 -2%
SICM
1260
Sustainable Insight Capital Management
New York
$433K – – –
APW
1261
Acima Private Wealth
Virginia
$432K -$10.7K -81 -3%
MFG
1262
Magnus Financial Group
New York
$429K -$325K -2,457 -45%
MCM
1263
Maryland Capital Management
Maryland
$428K -$44.4K -336 -10%
MA
1264
Mezzasalma Advisors
New Jersey
$427K – – –
LWMM
1265
Legacy Wealth Management (Mississippi)
Mississippi
$424K – – –
ACM
1266
AUA Capital Management
Pennsylvania
$424K – – –
VCM
1267
Violich Capital Management
California
$424K – – –
RWM
1268
Ritholtz Wealth Management
New York
$424K +$151K +1,146 +62%
PHAM
1269
Palisades Hudson Asset Management
Florida
$423K – – –
BWP
1270
BSW Wealth Partners
Colorado
$421K +$18.6K +141 +5%
CPIG
1271
Chicago Partners Investment Group
Illinois
$417K +$71.3K +540 +24%
PTB
1272
Pioneer Trust Bank
Oregon
$415K – – –
AC
1273
Abbrea Capital
California
$415K +$31.1K +235 +9%
SIA
1274
Strategic Investment Advisors
Michigan
$413K +$124K +938 +47%
CHAM
1275
Clear Harbor Asset Management
Connecticut
$412K – – –
49 50
51
52 53