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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
1426
Pursue Wealth Partners
California
$337K – – –
AC
1427
Addison Capital
Pennsylvania
$336K – – –
EWM
1428
Empirical Wealth Management
Washington
$336K +$15.7K +104 +4%
IIC
1429
Integrated Investment Consultants
Michigan
$335K -$21.6K -143 -5%
NAMP
1430
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$335K +$15.1K +100 +4%
EP
1431
Eudaimonia Partners
Tennessee
$334K -$2.3M -15,180 -86%
LSPW
1432
Lake Street Private Wealth
Illinois
$334K -$30.3K -200 -7%
SCA
1433
Sippican Capital Advisors
Massachusetts
$334K – – –
ZIG
1434
Zullo Investment Group
Pennsylvania
$334K +$2.27K +15 +0.6%
FWIA
1435
Fort Washington Investment Advisors
Ohio
$334K +$40.3K +266 +12%
BSB
1436
Bangor Savings Bank
Maine
$333K – – –
SCM
1437
Stonebridge Capital Management
California
$332K -$66.6K -440 -15%
WKSWA
1438
White Knight Strategic Wealth Advisors
New Jersey
$332K – – –
MIC
1439
Means Investment Company
Maine
$332K +$454 +3 +0.1%
NICM
1440
Neo Ivy Capital Management
New York
$331K +$305K +2,017 +462%
MFA
1441
Mayflower Financial Advisors
Massachusetts
$330K +$9.84K +65 +3%
GLLW
1442
Graves Light Lenhart Wealth
Virginia
$329K – – –
PC
1443
Port Capital
Illinois
$329K +$55.4K +366 +18%
MFT
1444
Moisand Fitzgerald Tamayo
Florida
$327K +$1.06K +7 +0.3%
DAS
1445
Dynamic Advisor Solutions
Arizona
$325K -$48.1K -318 -12%
LIA
1446
LS Investment Advisors
Michigan
$325K – – –
WIM
1447
Wittenberg Investment Management
Massachusetts
$325K – – –
CIM
1448
Confluence Investment Management
Missouri
$324K – – –
PG
1449
Patten Group
Tennessee
$324K – – –
DIP
1450
DT Investment Partners
Pennsylvania
$323K -$269K -1,780 -43%
56 57
58
59 60