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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
1251
Gitterman Wealth Management
New Jersey
$498K +$6.66K +44 +1%
IIM
1252
Ipswich Investment Management
Massachusetts
$495K – – –
SXL
1253
Summit X LLC
Missouri
$495K +$19.7K +130 +4%
PGCM
1254
Prescott Group Capital Management
Oklahoma
$494K -$177K -1,169 -24%
BST
1255
Bath Savings Trust
Maine
$494K +$6.05K +40 +1%
PHS
1256
Pekin Hardy Strauss
Illinois
$494K +$17.1K +113 +3%
T
1257
TNF
Montana
$492K – – –
LP
1258
LGL Partners
Pennsylvania
$491K +$303 +2 +0.1%
PCM
1259
Penserra Capital Management
California
$490K -$44.5M -293,801 -99%
PTC
1260
Philadelphia Trust Company
Pennsylvania
$487K +$1.82K +12 +0.3%
TW
1261
Transform Wealth
Colorado
$486K -$30.7K -203 -5%
SC
1262
Saybrook Capital
North Carolina
$486K – – –
CWM
1263
Congress Wealth Management
Massachusetts
$486K +$90.8K +600 +20%
RIA
1264
Richwood Investment Advisors
Ohio
$484K -$32.5K -215 -6%
AF
1265
Arrow Financial
New York
$482K – – –
CSPAM
1266
Cary Street Partners Asset Management
Virginia
$480K -$4.54K -30 -0.8%
FMN
1267
Financial Management Network
California
$479K -$53.9K -356 -10%
SIC
1268
Sigma Investment Counselors
Michigan
$479K -$1.51K -10 -0.3%
GBT
1269
Grove Bank & Trust
Florida
$479K +$2.73K +18 +0.5%
JA
1270
JLB & Associates
Michigan
$479K +$79.8K +527 +17%
MC
1271
Machina Capital
France
$477K +$535K +3,533 New
TAM
1272
Trillium Asset Management
Massachusetts
$476K -$109K -722 -17%
FAFN
1273
First Affirmative Financial Network
Colorado
$476K -$49.8K -329 -9%
FPCG
1274
Fort Pitt Capital Group
Pennsylvania
$476K – – –
MWA
1275
Meridian Wealth Advisors
Texas
$475K +$114K +750 +27%
49 50
51
52 53