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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
1351
Tanager Wealth Management
United Kingdom
$595K -$18.8K -117 -4%
ERIM
1352
Eagle Ridge Investment Management
Connecticut
$588K – – –
CYG
1353
Clean Yield Group
Vermont
$587K – – –
IA
1354
IFP Advisors
Florida
$587K -$227K -1,412 -31%
PWM
1355
Purus Wealth Management
California
$586K -$15.1K -94 -3%
ESB
1356
Essex Savings Bank
Connecticut
$585K +$63.6K +395 +14%
FW
1357
FirstPurpose Wealth
Utah
$583K +$9.82K +61 +2%
EB
1358
Exchange Bank
California
$582K -$4.83K -30 -1%
WP
1359
Westmount Partners
California
$582K +$6.6K +41 +1%
MWM
1360
Meridian Wealth Management
Kentucky
$580K -$770K -4,786 -61%
RI
1361
Ridgewood Investments
New Jersey
$579K -$13.4K -83 -3%
CSPAM
1362
Cary Street Partners Asset Management
Virginia
$579K -$4.02K -25 -0.8%
KA
1363
Kovack Advisors
Florida
$577K +$6.44K +40 +1%
SW
1364
SteelPeak Wealth
California
$576K -$45.1K -280 -8%
WB
1365
WesBanco Bank
West Virginia
$571K -$71.1K -442 -13%
AC
1366
Abbrea Capital
California
$570K -$9.66K -60 -2%
FFA
1367
First Foundation Advisors
California
$570K -$240K -1,490 -33%
GWM
1368
Gitterman Wealth Management
New Jersey
$566K -$104K -649 -18%
CIS
1369
Custom Index Systems
New York
$565K +$486K +3,017 New
RMCM
1370
Reynders McVeigh Capital Management
Massachusetts
$565K – – –
CWG
1371
Cornerstone Wealth Group
North Carolina
$565K +$34K +211 +8%
ZIG
1372
Zullo Investment Group
Pennsylvania
$565K +$17.2K +107 +4%
BST
1373
Bath Savings Trust
Maine
$564K +$21.7K +135 +5%
APW
1374
Acima Private Wealth
Virginia
$562K -$9.01K -56 -2%
AWA
1375
Authentikos Wealth Advisory
California
$562K – – –
53 54
55
56 57