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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
ERIM
1251
Eagle Ridge Investment Management
Connecticut
$536K – – –
EIP
1252
Easterly Investment Partners
Massachusetts
$536K +$535K +3,200 New
HWA
1253
Heritage Wealth Advisors
Virginia
$531K – – –
PGAM
1254
Princeton Global Asset Management
New Jersey
$531K -$150K -900 -22%
SMH
1255
Sanders Morris Harris
Texas
$531K -$6.69K -40 -1%
ATFA
1256
All Terrain Financial Advisors
Minnesota
$529K – – –
OR
1257
Olympiad Research
Connecticut
$524K +$67.2K +402 +15%
OAM
1258
Optimal Asset Management
California
$523K – – –
GLLW
1259
Graves Light Lenhart Wealth
Virginia
$523K +$167 +1 +0%
CA
1260
Cambridge Advisors
Nebraska
$521K – – –
BG
1261
Benedetti & Gucer
Georgia
$519K -$12.5K -75 -2%
ICP
1262
Interchange Capital Partners
Pennsylvania
$519K -$2.84K -17 -0.5%
BOS
1263
Bingham Osborn & Scarborough
California
$519K +$11K +66 +2%
SNT
1264
Security National Trust
West Virginia
$518K – – –
PO
1265
Private Ocean
California
$515K +$1.34K +8 +0.3%
EB
1266
Eastern Bank
Massachusetts
$513K -$31.3K -187 -6%
KAM
1267
Knightsbridge Asset Management
California
$513K +$161K +963 +46%
APW
1268
Acima Private Wealth
Virginia
$512K – – –
DMBA
1269
Deseret Mutual Benefit Administrators
Utah
$511K -$210K -1,258 -29%
MCM
1270
Maryland Capital Management
Maryland
$511K -$78.6K -470 -13%
MFG
1271
Magnus Financial Group
New York
$510K +$669 +4 +0.1%
SS
1272
Simplicity Solutions
Minnesota
$508K +$98.1K +587 +24%
SRC
1273
Shufro Rose & Co
New York
$508K +$217K +1,300 +75%
MA
1274
Mezzasalma Advisors
New Jersey
$505K – – –
SKK
1275
Shepherd Kaplan Krochuk
Massachusetts
$503K -$16.7K -100 -3%
49 50
51
52 53