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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
APW
1326
Acima Private Wealth
Virginia
$500K – – –
MCM
1327
Maryland Capital Management
Maryland
$499K – – –
MFG
1328
Magnus Financial Group
New York
$499K +$512 +3 +0.1%
SRC
1329
Shufro Rose & Co
New York
$496K – – –
MA
1330
Mezzasalma Advisors
New Jersey
$494K – – –
MME
1331
Meag Munich Ergo
Germany
$493K – – –
MIM
1332
Meridiem Investment Management
United Kingdom
$491K -$459K -2,690 -47%
SKK
1333
Shepherd Kaplan Krochuk
Massachusetts
$491K – – –
VCM
1334
Violich Capital Management
California
$491K – – –
PCM
1335
Pennsylvania Capital Management
Pennsylvania
$491K +$512K +3,000 New
SWM
1336
Scissortail Wealth Management
Oklahoma
$491K +$512K +3,000 New
LWMM
1337
Legacy Wealth Management (Mississippi)
Mississippi
$491K – – –
HA
1338
Herold Advisors
New York
$490K – – –
PHAM
1339
Palisades Hudson Asset Management
Florida
$490K – – –
FHA
1340
First Horizon Advisors
Tennessee
$486K +$98.6K +578 +24%
EFL
1341
ERn Financial LLC
Wisconsin
$483K – – –
TLCM
1342
Twin Lakes Capital Management
California
$481K +$512 +3 +0.1%
IAIM
1343
International Assets Investment Management
Florida
$481K +$53.2K +312 +12%
CWM
1344
Cornerstone Wealth Management
Missouri
$479K +$43.8K +257 +10%
6F
1345
626 Financial
Michigan
$477K +$497K +2,916 New
UAS
1346
United Asset Strategies
New York
$476K +$496K +2,908 New
SWMP
1347
Signature Wealth Management Partners
New Jersey
$474K – – –
SFG
1348
Summit Financial Group
West Virginia
$473K +$42.6K +250 +9%
DMBA
1349
Deseret Mutual Benefit Administrators
Utah
$472K -$27.8K -163 -5%
CIC
1350
Carnegie Investment Counsel
Ohio
$471K +$180K +1,057 +58%
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