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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
EI
1376
Ellevest Inc
New York
$424K +$37.3K +226 +8%
VF
1377
Virtu Financial
New York
$424K +$506K +3,062 New
APW
1378
Acima Private Wealth
Virginia
$424K – – –
AIM
1379
Acropolis Investment Management
Missouri
$423K +$2.15K +13 +0.4%
GVAG
1380
Great Valley Advisor Group
Delaware
$421K +$170K +1,032 +51%
JA
1381
JLB & Associates
Michigan
$419K +$77.3K +468 +18%
PIA
1382
Pinion Investment Advisors
Kansas
$417K +$50.7K +307 +11%
CWM
1383
Congress Wealth Management
Massachusetts
$416K -$10.9K -66 -2%
MIM
1384
Meridiem Investment Management
United Kingdom
$416K – – –
SKK
1385
Shepherd Kaplan Krochuk
Massachusetts
$416K – – –
SC
1386
Shay Capital
New York
$416K +$496K +3,000 New
LWMM
1387
Legacy Wealth Management (Mississippi)
Mississippi
$416K – – –
PFM
1388
Parsec Financial Management
North Carolina
$415K +$69.4K +420 +16%
WP
1389
WMS Partners
Maryland
$411K +$7.93K +48 +2%
AIM
1390
Athena Investment Management
California
$411K +$165K +1,000 +51%
AMC
1391
Asset Management Corp
Illinois
$410K +$330 +2 +0.1%
PFGIA
1392
Patriot Financial Group Insurance Agency
Massachusetts
$410K +$14.2K +86 +3%
EFL
1393
ERn Financial LLC
Wisconsin
$408K -$14K -85 -3%
MCM
1394
Maryland Capital Management
Maryland
$408K -$13.2K -80 -3%
ERIM
1395
Eagle Ridge Investment Management
Connecticut
$407K – – –
CA
1396
Cambridge Advisors
Nebraska
$403K -$33K -200 -6%
SCM
1397
Stonebridge Capital Management
California
$402K -$72.7K -440 -13%
QPWM
1398
Quadrant Private Wealth Management
Pennsylvania
$402K -$37.2K -225 -7%
ACM
1399
AUA Capital Management
Pennsylvania
$402K – – –
FA
1400
Fiducient Advisors
Illinois
$400K +$477K +2,886 New
54 55
56
57 58