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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
ZF
1426
Zhang Financial
Michigan
$374K +$45.2K +305 +14%
KIC
1427
Keating Investment Counselors
Florida
$374K +$375K +2,530 New
VFA
1428
Voya Financial Advisors
Connecticut
$373K -$29K -196 -7%
LGA
1429
Lebenthal Global Advisors
New York
$371K +$372K +2,509 New
SB
1430
Strategic Blueprint
Georgia
$371K -$7.26K -49 -2%
NAMP
1431
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$370K +$3.7K +25 +1%
PVM
1432
Palogic Value Management
Texas
$370K +$371K +2,506 New
VWM
1433
Venturi Wealth Management
Texas
$369K -$135K -914 -27%
AWM
1434
Atticus Wealth Management
Florida
$369K – – –
HIM
1435
Harbour Investment Management
Washington
$369K – – –
PWP
1436
Pursue Wealth Partners
California
$369K – – –
VCM
1437
Vigilant Capital Management
Maine
$369K – – –
AC
1438
Addison Capital
Pennsylvania
$368K – – –
ZIG
1439
Zullo Investment Group
Pennsylvania
$368K +$1.48K +10 +0.4%
SCA
1440
Sippican Capital Advisors
Massachusetts
$366K – – –
FCAG
1441
First Capital Advisors Group
New Jersey
$366K -$13.2K -89 -3%
MFA
1442
Mayflower Financial Advisors
Massachusetts
$365K +$4.15K +28 +1%
EP
1443
Eudaimonia Partners
Tennessee
$364K -$1.93K -13 -0.5%
WKSWA
1444
White Knight Strategic Wealth Advisors
New Jersey
$363K – – –
MFT
1445
Moisand Fitzgerald Tamayo
Florida
$363K +$4.45K +30 +1%
SWM
1446
Spire Wealth Management
Virginia
$362K +$114K +770 +46%
ATC
1447
Adirondack Trust Company
New York
$362K +$21.3K +144 +6%
GLLW
1448
Graves Light Lenhart Wealth
Virginia
$360K – – –
MIC
1449
Means Investment Company
Maine
$360K -$2.81K -19 -0.8%
SSG
1450
Summit Securities Group
New York
$360K -$571K -3,854 -61%
56 57
58
59 60