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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
ZIG
1401
Zullo Investment Group
Pennsylvania
$704K +$16K +77 +3%
PWG
1402
Portside Wealth Group
Utah
$704K -$72.8K -351 -10%
OWA
1403
Outlook Wealth Advisors
Texas
$704K -$56K -270 -8%
H
1404
HoyleCohen
California
$703K +$20.7K +100 +3%
ACI
1405
Alpha Cubed Investments
California
$698K +$356K +1,716 +127%
BST
1406
Bath Savings Trust
Maine
$698K +$11.6K +56 +2%
FMN
1407
Financial Management Network
California
$695K -$33.8K -163 -5%
AC
1408
Abbrea Capital
California
$693K – – –
CSPAM
1409
Cary Street Partners Asset Management
Virginia
$692K -$10.4K -50 -2%
EFL
1410
ERn Financial LLC
Wisconsin
$691K – – –
CYG
1411
Clean Yield Group
Vermont
$690K -$20.7K -100 -3%
RMCM
1412
Reynders McVeigh Capital Management
Massachusetts
$688K +$829 +4 +0.1%
MWM
1413
Meridian Wealth Management
Kentucky
$686K -$16.4K -79 -3%
SWM
1414
SeaCrest Wealth Management
New York
$686K -$130K -629 -17%
VWM
1415
Vivid Wealth Management
Iowa
$684K +$7.67K +37 +1%
WRM
1416
Weybosset Research & Management
Rhode Island
$684K – – –
SWM
1417
Scissortail Wealth Management
Oklahoma
$683K -$319K -1,539 -34%
APW
1418
Acima Private Wealth
Virginia
$683K – – –
AWA
1419
Authentikos Wealth Advisory
California
$683K – – –
LWMM
1420
Legacy Wealth Management (Mississippi)
Mississippi
$683K – – –
MSS
1421
Mitchell Sinkler & Starr
Pennsylvania
$683K +$145K +700 +30%
QC
1422
Quent Capital
New York
$679K +$70.5K +340 +13%
EIP
1423
Ellis Investment Partners
Pennsylvania
$677K -$207K -999 -25%
EWA
1424
EverSource Wealth Advisors
Alabama
$677K -$4.35K -21 -0.7%
GVAG
1425
Great Valley Advisor Group
Delaware
$674K -$66.1K -319 -10%
55 56
57
58 59