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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
PFM
1326
Parsec Financial Management
North Carolina
$528K -$133K -800 -20%
HA
1327
Herold Advisors
New York
$528K +$16.6K +100 +3%
LJAC
1328
L.J. Altfest & Co
New York
$528K +$36.3K +219 +7%
BWP
1329
BSW Wealth Partners
Colorado
$528K -$8.13K -49 -2%
FP
1330
Factorial Partners
New York
$528K – – –
DAS
1331
Dynamic Advisor Solutions
Arizona
$527K +$201K +1,211 +61%
YDMI
1332
Y.D. More Investments
Israel
$527K -$160K -967 -23%
BIA
1333
Beacon Investment Advisors
Maryland
$526K +$166 +1 +0%
RI
1334
Ridgewood Investments
New Jersey
$524K – – –
TAM
1335
Trillium Asset Management
Massachusetts
$523K -$12.3K -74 -2%
UAM
1336
UAS Asset Management
New York
$523K +$526K +3,170 New
AIM
1337
Aspen Investment Management
Michigan
$521K – – –
ERIM
1338
Eagle Ridge Investment Management
Connecticut
$518K +$18.2K +110 +4%
CAMG
1339
CWA Asset Management Group
Florida
$517K +$254K +1,533 +96%
CYG
1340
Clean Yield Group
Vermont
$517K – – –
FW
1341
FirstPurpose Wealth
Utah
$516K +$13.4K +81 +3%
PA
1342
Procyon Advisors
Connecticut
$516K +$156K +938 +43%
HC
1343
Hamilton Capital
Ohio
$514K -$19.9K -120 -4%
APW
1344
Acima Private Wealth
Virginia
$513K +$9.29K +56 +2%
BC
1345
Burney Company
Virginia
$511K -$16.6K -100 -3%
AWA
1346
Arkadios Wealth Advisors
Georgia
$510K -$54.1K -326 -10%
WP
1347
Westmount Partners
California
$510K +$995 +6 +0.2%
ZF
1348
Zhang Financial
Michigan
$510K +$92.2K +556 +22%
AFC
1349
AFT Forsyth & Company
Florida
$509K +$2.49K +15 +0.5%
PL
1350
Plancorp LLC
Missouri
$508K +$32K +193 +7%
52 53
54
55 56