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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
MAA
1301
Matrix Asset Advisors
New York
$562K – – –
FPCG
1302
Fort Pitt Capital Group
Pennsylvania
$562K – – –
CSPAM
1303
Cary Street Partners Asset Management
Virginia
$562K -$807 -5 -0.2%
AWA
1304
Arkadios Wealth Advisors
Georgia
$562K +$20.8K +129 +4%
PA
1305
Procyon Advisors
Connecticut
$561K +$15.3K +95 +3%
DA
1306
Doliver Advisors
Texas
$561K -$12.3K -76 -2%
TF
1307
Tompkins Financial
New York
$560K – – –
FP
1308
Factorial Partners
New York
$557K – – –
CAMG
1309
CWA Asset Management Group
Florida
$557K +$10.5K +65 +2%
LJAC
1310
L.J. Altfest & Co
New York
$557K -$645 -4 -0.1%
RI
1311
Ridgewood Investments
New Jersey
$553K – – –
ICG
1312
InterOcean Capital Group
Tennessee
$550K +$79.7K +494 +19%
TWM
1313
Tanager Wealth Management
United Kingdom
$548K +$19K +118 +4%
BC
1314
Burney Company
Virginia
$547K +$7.26K +45 +1%
BWP
1315
BSW Wealth Partners
Colorado
$547K -$9.84K -61 -2%
ERIM
1316
Eagle Ridge Investment Management
Connecticut
$547K – – –
EB
1317
Exchange Bank
California
$547K +$506K +3,139 New
DAS
1318
Dynamic Advisor Solutions
Arizona
$546K -$9.68K -60 -2%
CYG
1319
Clean Yield Group
Vermont
$546K – – –
YDMI
1320
Y.D. More Investments
Israel
$544K -$11.5K -71 -2%
GWANC
1321
Guardian Wealth Advisors (North Carolina)
North Carolina
$542K +$17.6K +109 +4%
LAI
1322
Legal Advantage Investments
California
$540K +$161K +1,000 +48%
CBT
1323
CoreFirst Bank & Trust
Kansas
$540K -$41.1K -255 -8%
PL
1324
Plancorp LLC
Missouri
$538K +$1.94K +12 +0.4%
WP
1325
Westmount Partners
California
$538K -$1.13K -7 -0.2%
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