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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
1276
Mezzasalma Advisors
New Jersey
$505K – – –
SKK
1277
Shepherd Kaplan Krochuk
Massachusetts
$503K -$16.7K -100 -3%
VCM
1278
Violich Capital Management
California
$503K – – –
APC
1279
Aspire Private Capital
North Carolina
$503K +$177K +1,061 +55%
LWMM
1280
Legacy Wealth Management (Mississippi)
Mississippi
$503K – – –
HA
1281
Herold Advisors
New York
$502K +$502K +3,000 New
MME
1282
Meag Munich Ergo
Germany
$501K -$3.16M -18,905 -86%
PHAM
1283
Palisades Hudson Asset Management
Florida
$501K – – –
5L
1284
55I LLC
Massachusetts
$501K +$500K +2,993 New
CCA
1285
Cadent Capital Advisors
Oklahoma
$500K +$167 +1 +0%
CPIG
1286
Chicago Partners Investment Group
Illinois
$499K -$7.02K -42 -2%
MBTD
1287
Mechanics Bank - Trust Department
California
$498K – – –
PWA
1288
Phoenix Wealth Advisors
North Carolina
$498K +$5.35K +32 +1%
EFL
1289
ERn Financial LLC
Wisconsin
$495K +$494K +2,954 New
TLCM
1290
Twin Lakes Capital Management
California
$492K +$254K +1,518 +107%
PFGIA
1291
Patriot Financial Group Insurance Agency
Massachusetts
$487K +$7.36K +44 +2%
AC
1292
Abbrea Capital
California
$486K -$41.8K -250 -8%
SWMP
1293
Signature Wealth Management Partners
New Jersey
$485K -$33.4K -200 -6%
PTB
1294
Pioneer Trust Bank
Oregon
$485K -$6.52K -39 -1%
KA
1295
Kozak & Associates
Colorado
$485K +$442K +2,646 New
RIG
1296
Roosevelt Investment Group
New York
$481K – – –
PL
1297
Plancorp LLC
Missouri
$481K +$9.2K +55 +2%
MGI
1298
MayTech Global Investments
New York
$480K – – –
PAMP
1299
Polar Asset Management Partners
Ontario, Canada
$478K +$477K +2,852 New
ME
1300
McIlrath & Eck
Washington
$477K -$1.34K -8 -0.3%
50 51
52
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