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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
FP
1326
Factorial Partners
New York
$598K – – –
AC
1327
Abbrea Capital
California
$597K -$10.8K -60 -2%
GWMIA
1328
Global Wealth Management Investment Advisory
Florida
$595K -$18.1K -100 -3%
ITIM
1329
Indiana Trust & Investment Management
Indiana
$595K -$10.7K -59 -2%
HWA
1330
Heritage Wealth Advisors
Virginia
$593K – – –
SPWM
1331
Spartan Planning & Wealth Management
North Carolina
$592K +$572K +3,167 New
TYCC
1332
Texas Yale Capital Corp
Florida
$588K +$60.5K +335 +12%
BWM
1333
Buckley Wealth Management
Nevada
$587K -$218K -1,209 -28%
PGH
1334
Partners Group Holding
Switzerland
$587K -$144K -796 -20%
YIH
1335
Y-Intercept (HK)
Hong Kong
$584K -$1.75M -9,688 -76%
MFG
1336
Magnus Financial Group
New York
$583K +$12.1K +67 +2%
WW
1337
Waterfront Wealth
Kansas
$583K +$291K +1,611 +105%
QPWM
1338
Quadrant Private Wealth Management
Pennsylvania
$582K -$27.3K -151 -5%
CA
1339
Cambridge Advisors
Nebraska
$582K – – –
AFC
1340
AFT Forsyth & Company
Florida
$577K -$470K -2,600 -46%
LJAC
1341
L.J. Altfest & Co
New York
$576K – – –
AI
1342
Accredited Investors
Minnesota
$575K +$2.71K +15 +0.5%
CWM
1343
Congress Wealth Management
Massachusetts
$573K -$138K -765 -20%
APW
1344
Acima Private Wealth
Virginia
$572K – – –
SRC
1345
Shufro Rose & Co
New York
$572K +$5.06K +28 +0.9%
WPC
1346
Wedmont Private Capital
Pennsylvania
$570K +$201K +1,113 +58%
AIM
1347
Acropolis Investment Management
Missouri
$569K -$92.1K -510 -14%
SMH
1348
Sanders Morris Harris
Texas
$569K – – –
CRC
1349
Curi RMB Capital
Illinois
$568K -$316K -1,750 -37%
EFL
1350
ERn Financial LLC
Wisconsin
$567K +$13.7K +76 +3%
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