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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
6F
1301
626 Financial
Michigan
$509K +$16.7K +101 +3%
IIM
1302
Ipswich Investment Management
Massachusetts
$508K +$24.8K +150 +4%
GWM
1303
Gitterman Wealth Management
New Jersey
$506K – – –
ACA
1304
Aptus Capital Advisors
Alabama
$505K -$23.5K -142 -4%
LP
1305
LGL Partners
Pennsylvania
$504K +$330 +2 +0.1%
BST
1306
Bath Savings Trust
Maine
$502K – – –
HCM
1307
Hall Capital Management
Rhode Island
$502K +$55.3K +335 +10%
HC
1308
Henshaw Capital
Massachusetts
$499K +$121K +730 +25%
SC
1309
Saybrook Capital
North Carolina
$499K – – –
Q
1310
QVR
California
$499K +$595K +3,602 New
PTC
1311
Philadelphia Trust Company
Pennsylvania
$498K – – –
PWM
1312
Purus Wealth Management
California
$498K – – –
CSPAM
1313
Cary Street Partners Asset Management
Virginia
$497K -$33.4K -202 -5%
MSU
1314
Mizuho Securities USA
New York
$497K – – –
AF
1315
Arrow Financial
New York
$496K -$4.13K -25 -0.7%
SIC
1316
Sigma Investment Counselors
Michigan
$494K +$5.62K +34 +1%
SXL
1317
Summit X LLC
Missouri
$492K +$2.48K +15 +0.4%
PHS
1318
Pekin Hardy Strauss
Illinois
$491K – – –
SWM
1319
Scissortail Wealth Management
Oklahoma
$491K – – –
UAML
1320
US Asset Management LLC
Pennsylvania
$491K – – –
FPCG
1321
Fort Pitt Capital Group
Pennsylvania
$489K – – –
GBT
1322
Grove Bank & Trust
Florida
$489K +$9.74K +59 +2%
FWCM
1323
Ferguson Wellman Capital Management
Oregon
$488K – – –
APIM
1324
Agate Pass Investment Management
Washington
$487K – – –
ZCA
1325
Zeke Capital Advisors
Pennsylvania
$485K -$8.59K -52 -1%
51 52
53
54 55