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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
PSB
1326
Passumpsic Savings Bank
Vermont
$850K +$774K +3,734 New
HFM
1327
Harvest Fund Management
China
$846K +$763K +3,680 +10,222%
BCG
1328
Breakwater Capital Group
New Jersey
$844K +$6.01K +29 +0.8%
DIM
1329
Delta Investment Management
California
$836K -$18.5K -89 -2%
PGCM
1330
Prescott Group Capital Management
Oklahoma
$834K – – –
BDA
1331
Borer Denton & Associates
Pennsylvania
$834K +$28K +135 +4%
BAM
1332
Belpointe Asset Management
Nevada
$833K +$201K +968 +36%
LP
1333
LGL Partners
Pennsylvania
$832K +$207 +1 +0%
FF
1334
Friedenthal Financial
New Jersey
$832K +$757K +3,653 New
AWM
1335
Aries Wealth Management
Maine
$823K -$7.26K -35 -1%
ECM
1336
Estabrook Capital Management
New York
$822K -$84K -405 -10%
SC
1337
Saybrook Capital
North Carolina
$820K – – –
OAM
1338
Oak Asset Management
California
$815K – – –
HWA
1339
Heritage Wealth Advisors
Virginia
$811K – – –
WB
1340
WesBanco Bank
West Virginia
$810K +$106K +512 +17%
CWM
1341
Cornerstone Wealth Management
Missouri
$810K +$11.6K +56 +2%
BWP
1342
BSW Wealth Partners
Colorado
$810K +$56.6K +273 +8%
AF
1343
Alerus Financial
North Dakota
$808K -$3.32K -16 -0.4%
LCM
1344
Lazari Capital Management
California
$804K -$20.7K -100 -3%
HBT
1345
Hills Bank & Trust
Iowa
$803K -$415 -2 -0.1%
NA
1346
Navellier & Associates
Nevada
$803K – – –
LW
1347
Linscomb Wealth
Texas
$799K -$68.4K -330 -9%
LA
1348
LVW Advisors
New York
$793K +$8.09K +39 +1%
CWM
1349
Congress Wealth Management
Massachusetts
$792K -$1.36M -6,568 -65%
UAML
1350
US Asset Management LLC
Pennsylvania
$787K -$10.2K -49 -1%
52 53
54
55 56