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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
BMC
1251
Benin Management Corp
Connecticut
$710K – – –
TCM
1252
Twin Capital Management
Pennsylvania
$710K – – –
CSPAM
1253
Cary Street Partners Asset Management
Virginia
$708K +$6.14K +34 +0.9%
RCM
1254
RB Capital Management
Nevada
$707K +$34.3K +190 +5%
TF
1255
Tompkins Financial
New York
$706K +$63.2K +350 +10%
ACA
1256
Aptus Capital Advisors
Alabama
$706K +$244K +1,350 +56%
FMII
1257
Farmers & Merchants Investments Inc
Nebraska
$705K -$27.1K -150 -4%
FCCM
1258
First City Capital Management
Georgia
$704K – – –
SWM
1259
SeaCrest Wealth Management
New York
$703K +$14.8K +82 +2%
SWA
1260
Sutton Wealth Advisors
Florida
$702K +$3.79K +21 +0.6%
NP
1261
NorthRock Partners
Minnesota
$700K -$35.2K -195 -5%
CCT
1262
Chemung Canal Trust
New York
$695K -$23.5K -130 -3%
CBT
1263
CoreFirst Bank & Trust
Kansas
$695K -$7.22K -40 -1%
PA
1264
PFG Advisors
Arizona
$695K – – –
APC
1265
Aspire Private Capital
North Carolina
$692K +$62.7K +347 +10%
TW
1266
Transform Wealth
Colorado
$691K -$112K -620 -14%
CBN
1267
Cadence Bank NA
Texas
$690K +$15.3K +85 +2%
RIA
1268
Richwood Investment Advisors
Ohio
$689K +$20.8K +115 +3%
IC
1269
Intersect Capital
California
$689K +$71.9K +398 +12%
V
1270
VeraBank
Texas
$683K – – –
GWM
1271
Gitterman Wealth Management
New Jersey
$682K +$31.4K +174 +5%
SW
1272
SteelPeak Wealth
California
$681K -$1.64M -9,092 -71%
LP
1273
LGL Partners
Pennsylvania
$680K -$73.9K -409 -10%
BST
1274
Bath Savings Trust
Maine
$677K +$143K +792 +28%
SC
1275
Saybrook Capital
North Carolina
$673K -$54.2K -300 -8%
49 50
51
52 53