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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
PWG
1401
Portside Wealth Group
Utah
$704K -$72.8K -351 -10%
OWA
1402
Outlook Wealth Advisors
Texas
$704K -$56K -270 -8%
H
1403
HoyleCohen
California
$703K +$20.7K +100 +3%
ACI
1404
Alpha Cubed Investments
California
$698K +$356K +1,716 +127%
BST
1405
Bath Savings Trust
Maine
$698K +$11.6K +56 +2%
FMN
1406
Financial Management Network
California
$695K -$33.8K -163 -5%
AC
1407
Abbrea Capital
California
$693K – – –
CSPAM
1408
Cary Street Partners Asset Management
Virginia
$692K -$10.4K -50 -2%
EFL
1409
ERn Financial LLC
Wisconsin
$691K – – –
CYG
1410
Clean Yield Group
Vermont
$690K -$20.7K -100 -3%
RMCM
1411
Reynders McVeigh Capital Management
Massachusetts
$688K +$829 +4 +0.1%
MWM
1412
Meridian Wealth Management
Kentucky
$686K -$16.4K -79 -3%
SWM
1413
SeaCrest Wealth Management
New York
$686K -$130K -629 -17%
VWM
1414
Vivid Wealth Management
Iowa
$684K +$7.67K +37 +1%
WRM
1415
Weybosset Research & Management
Rhode Island
$684K – – –
SWM
1416
Scissortail Wealth Management
Oklahoma
$683K -$319K -1,539 -34%
APW
1417
Acima Private Wealth
Virginia
$683K – – –
AWA
1418
Authentikos Wealth Advisory
California
$683K – – –
LWMM
1419
Legacy Wealth Management (Mississippi)
Mississippi
$683K – – –
MSS
1420
Mitchell Sinkler & Starr
Pennsylvania
$683K +$145K +700 +30%
QC
1421
Quent Capital
New York
$679K +$70.5K +340 +13%
EIP
1422
Ellis Investment Partners
Pennsylvania
$677K -$207K -999 -25%
EWA
1423
EverSource Wealth Advisors
Alabama
$677K -$4.35K -21 -0.7%
GVAG
1424
Great Valley Advisor Group
Delaware
$674K -$66.1K -319 -10%
GL
1425
Graypoint LLC
New York
$673K +$50.6K +244 +9%
55 56
57
58 59