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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
QPWM
1301
Quadrant Private Wealth Management
Pennsylvania
$369K -$16.1K -122 -4%
FA
1302
Fiducient Advisors
Illinois
$369K – – –
PCMC
1303
Paragon Capital Management (Colorado)
Colorado
$369K – – –
BG
1304
Bellevue Group
Switzerland
$368K -$132K -1,000 -28%
OIA
1305
Optimum Investment Advisors
Illinois
$368K – – –
SFI
1306
SPC Financial Inc
Maryland
$368K +$2.38K +18 +0.7%
CBN
1307
Cadence Bank NA
Texas
$368K +$107K +810 +45%
WPW
1308
Waldron Private Wealth
Pennsylvania
$366K +$925 +7 +0.3%
PCH
1309
PGIM Custom Harvest
New Jersey
$366K +$342K +2,590 New
FCM
1310
Fairbanks Capital Management
California
$365K – – –
WA
1311
Wealth Architects
California
$365K +$15.9K +120 +5%
OR
1312
Olympiad Research
Connecticut
$363K -$66.7K -505 -16%
MG
1313
Mather Group
Illinois
$363K -$8.46K -64 -2%
NNP
1314
Nachman Norwood & Parrott
South Carolina
$363K +$1.32K +10 +0.4%
MUMSS
1315
Mitsubishi UFJ Morgan Stanley Securities
Japan
$361K +$337K +2,550 New
CPA
1316
Capital Planning Advisors
California
$359K -$139K -1,055 -29%
SFO
1317
Standard Family Office
South Dakota
$358K -$79.3K -600 -19%
HIM
1318
Harbour Investment Management
Washington
$358K +$3.83K +29 +1%
BSB
1319
Bangor Savings Bank
Maine
$358K +$7.93K +60 +2%
RHAM
1320
Round Hill Asset Management
California
$357K – – –
BOPW
1321
Brandywine Oak Private Wealth
Pennsylvania
$356K +$2.11K +16 +0.6%
LOAME
1322
Lombard Odier Asset Management (Europe)
United Kingdom
$356K +$332K +2,514 New
SLA
1323
Silver Lake Advisory
Utah
$355K +$264 +2 +0.1%
PCG
1324
Private Capital Group
Connecticut
$354K -$159K -1,200 -33%
NA
1325
Navellier & Associates
Nevada
$354K -$26.4K -200 -7%
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