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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1426
Dorchester Wealth Management
Quebec, Canada
$246K -$388K -3,500 -63%
LJHT
1427
Laurie J. Hall Trustee
$246K – – –
TCA
1428
Transcend Capital Advisors
New Jersey
$245K +$224K +2,025 New
CA
1429
Centerpoint Advisors
Massachusetts
$244K – – –
CQS
1430
Credential Qtrade Securities
$242K +$206K +1,861 +1,301%
PFS
1431
Physicians Financial Services
North Carolina
$242K -$1.33K -12 -0.6%
HA
1432
Harbor Advisors
Florida
$242K – – –
FFA
1433
Founders Financial Alliance
North Carolina
$242K +$12.1K +109 +6%
DC
1434
Diametric Capital
Massachusetts
$242K +$221K +1,998 New
SC
1435
Saltoro Capital
Texas
$242K +$222K +2,000 New
WWM
1436
Windsor Wealth Management
Indiana
$242K +$222K +2,002 New
CIAS
1437
Capital Investment Advisory Services
North Carolina
$242K +$222K +2,004 New
WTB
1438
Washington Trust Bank
Washington
$242K +$222K +2,004 New
SIA
1439
Strategic Investment Advisors
Michigan
$240K -$152K -1,375 -41%
CAL
1440
Capital Analysts LLC
Pennsylvania
$240K -$3.99K -36 -2%
TFA
1441
Toth Financial Advisory
Virginia
$239K +$332 +3 +0.2%
VWM
1442
Valley Wealth Managers
New Jersey
$237K -$16.6K -150 -7%
CS
1443
Comerica Securities
Michigan
$236K -$825K -7,452 -79%
XS
1444
XR Securities
Illinois
$236K +$216K +1,948 New
IFO
1445
Independent Family Office
New York
$234K +$214K +1,932 New
DP
1446
Dearborn Partners
Illinois
$234K +$214K +1,935 New
TWM
1447
Tradition Wealth Management
Minnesota
$233K +$214K +1,928 New
ATC
1448
Adirondack Trust Company
New York
$231K -$20.5K -185 -9%
TA
1449
Trellis Advisors
Washington
$230K +$211K +1,901 New
NCM
1450
Northside Capital Management
Oregon
$229K +$209K +1,890 New
56 57
58
59 60