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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
MFA
1401
Mayflower Financial Advisors
Massachusetts
$411K +$35.5K +217 +9%
WP
1402
WMS Partners
Maryland
$410K -$12.4K -76 -3%
OCBCO
1403
Oversea-Chinese Banking Corp (OCBC)
Singapore
$409K +$445K +2,721 New
SB
1404
Strategic Blueprint
Georgia
$408K +$65.4K +400 +17%
MIM
1405
Macroview Investment Management
Maryland
$407K +$447K +2,730 New
ESB
1406
Essex Savings Bank
Connecticut
$407K +$818 +5 +0.2%
MBTD
1407
Mechanics Bank - Trust Department
California
$406K -$4.09K -25 -0.9%
RWM
1408
Revisor Wealth Management
Ohio
$406K – – –
FCBT
1409
First Citizens Bank & Trust
North Carolina
$406K +$44.8K +274 +11%
MFG
1410
Midwest Financial Group
Kansas
$406K – – –
TSWM
1411
Triangle Securities Wealth Management
North Carolina
$404K +$5.56K +34 +1%
EWA
1412
EverSource Wealth Advisors
Alabama
$404K -$36K -220 -8%
KA
1413
Kozak & Associates
Colorado
$403K +$1.64K +10 +0.4%
PBCM
1414
Point Break Capital Management
Florida
$403K +$442K +2,700 New
GWM
1415
Geneos Wealth Management
Colorado
$401K +$64.8K +396 +17%
PWMG
1416
Provence Wealth Management Group
California
$400K +$80.6K +493 +23%
CM
1417
Castleark Management
Illinois
$399K – – –
RP
1418
Riverbridge Partners
Minnesota
$399K – – –
ICG
1419
InterOcean Capital Group
Tennessee
$399K -$79.2K -484 -15%
MCI
1420
MRP Capital Investments
Georgia
$398K +$346K +2,117 +58%
SFI
1421
SPC Financial Inc
Maryland
$397K – – –
RW
1422
REDW Wealth
New Mexico
$396K – – –
APWA
1423
Atlas Private Wealth Advisors
New Jersey
$395K +$164K +1,004 +61%
IPW
1424
Impact Partnership Wealth
Georgia
$394K +$399K +2,440 +1,214%
SWA
1425
Stratos Wealth Advisors
Ohio
$390K +$188K +1,149 +78%
55 56
57
58 59