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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
ORAM
1376
One River Asset Management
Connecticut
$479K +$444K +2,749 +8,330%
MBTD
1377
Mechanics Bank - Trust Department
California
$479K +$72.3K +448 +19%
AFC
1378
AFT Forsyth & Company
Florida
$476K -$56.6K -351 -11%
RWM
1379
Revisor Wealth Management
Ohio
$474K – – –
MFG
1380
Midwest Financial Group
Kansas
$474K -$16.1K -100 -4%
ESB
1381
Essex Savings Bank
Connecticut
$474K +$75.8K +470 +21%
MHS
1382
M Holdings Securities
Oregon
$473K -$578K -3,583 -57%
KA
1383
Kozak & Associates
Colorado
$472K +$1.45K +9 +0.3%
LA
1384
LVW Advisors
New York
$472K -$400K -2,477 -48%
MWA
1385
Meridian Wealth Advisors
Texas
$470K -$101K -625 -19%
CAL
1386
Capital Analysts LLC
Pennsylvania
$470K +$8.71K +54 +2%
BWM
1387
Buckley Wealth Management
Nevada
$468K +$433K +2,685 New
GAM
1388
Garrison Asset Management
Arkansas
$467K -$7.26K -45 -2%
TSWM
1389
Triangle Securities Wealth Management
North Carolina
$466K – – –
CM
1390
Castleark Management
Illinois
$466K – – –
RP
1391
Riverbridge Partners
Minnesota
$466K – – –
BPCE
1392
Bank Pictet & Cie (Europe)
Germany
$465K +$430K +2,668 New
AC
1393
ASB Consultores
Florida
$464K -$968 -6 -0.2%
SFI
1394
SPC Financial Inc
Maryland
$464K – – –
RW
1395
REDW Wealth
New Mexico
$463K – – –
MLA
1396
My Legacy Advisors
Oregon
$459K +$60.7K +376 +17%
APA
1397
Astoria Portfolio Advisors
New York
$455K +$55.7K +345 +15%
MIM
1398
Merrion Investment Management
New Jersey
$453K – – –
HCM
1399
Hollencrest Capital Management
California
$453K +$161 +1 +0%
VCM
1400
Vigilant Capital Management
Maine
$453K +$16.1K +100 +4%
54 55
56
57 58