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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
1401
WMS Partners
Maryland
$410K -$12.4K -76 -3%
OCBCO
1402
Oversea-Chinese Banking Corp (OCBC)
Singapore
$409K +$445K +2,721 New
SB
1403
Strategic Blueprint
Georgia
$408K +$65.4K +400 +17%
MIM
1404
Macroview Investment Management
Maryland
$407K +$447K +2,730 New
ESB
1405
Essex Savings Bank
Connecticut
$407K +$818 +5 +0.2%
MBTD
1406
Mechanics Bank - Trust Department
California
$406K -$4.09K -25 -0.9%
RWM
1407
Revisor Wealth Management
Ohio
$406K – – –
FCBT
1408
First Citizens Bank & Trust
North Carolina
$406K +$44.8K +274 +11%
MFG
1409
Midwest Financial Group
Kansas
$406K – – –
TSWM
1410
Triangle Securities Wealth Management
North Carolina
$404K +$5.56K +34 +1%
EWA
1411
EverSource Wealth Advisors
Alabama
$404K -$36K -220 -8%
KA
1412
Kozak & Associates
Colorado
$403K +$1.64K +10 +0.4%
PBCM
1413
Point Break Capital Management
Florida
$403K +$442K +2,700 New
GWM
1414
Geneos Wealth Management
Colorado
$401K +$64.8K +396 +17%
PWMG
1415
Provence Wealth Management Group
California
$400K +$80.6K +493 +23%
CM
1416
Castleark Management
Illinois
$399K – – –
RP
1417
Riverbridge Partners
Minnesota
$399K – – –
ICG
1418
InterOcean Capital Group
Tennessee
$399K -$79.2K -484 -15%
MCI
1419
MRP Capital Investments
Georgia
$398K +$346K +2,117 +58%
SFI
1420
SPC Financial Inc
Maryland
$397K – – –
RW
1421
REDW Wealth
New Mexico
$396K – – –
APWA
1422
Atlas Private Wealth Advisors
New Jersey
$395K +$164K +1,004 +61%
IPW
1423
Impact Partnership Wealth
Georgia
$394K +$399K +2,440 +1,214%
SWA
1424
Stratos Wealth Advisors
Ohio
$390K +$188K +1,149 +78%
MAM
1425
McLean Asset Management
Virginia
$389K +$1.15K +7 +0.3%
55 56
57
58 59