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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
RI
1426
Ridgewood Investments
New Jersey
$837K -$996 -4 -0.1%
CSPAM
1427
Cary Street Partners Asset Management
Virginia
$834K – – –
BST
1428
Bath Savings Trust
Maine
$831K – – –
PWM
1429
Purus Wealth Management
California
$828K -$14.2K -57 -2%
GCM
1430
Greenland Capital Management
New York
$826K +$84.4K +339 +13%
LW
1431
Linscomb Wealth
Texas
$824K -$117K -471 -13%
EB
1432
Exchange Bank
California
$823K -$25.4K -102 -3%
TWM
1433
Trueblood Wealth Management
Ohio
$823K +$111K +445 +17%
EFG
1434
Embree Financial Group
Illinois
$823K +$1.74K +7 +0.2%
CA
1435
Continuum Advisory
Idaho
$823K +$206K +829 +41%
PWG
1436
Portside Wealth Group
Utah
$822K +$39.3K +158 +6%
RMCM
1437
Reynders McVeigh Capital Management
Massachusetts
$821K -$12.7K -51 -2%
SWM
1438
Scissortail Wealth Management
Oklahoma
$818K -$746K -2,997 -100%
LWM
1439
LongView Wealth Management
Georgia
$817K -$6.72K -27 -0.9%
ARC
1440
Advisor Resource Council
Texas
$815K +$749K +3,006 New
GVAG
1441
Great Valley Advisor Group
Delaware
$815K +$48.3K +194 +7%
PI
1442
Parkside Investments
Illinois
$814K -$125K -500 -14%
APW
1443
Acima Private Wealth
Virginia
$814K – – –
LWMM
1444
Legacy Wealth Management (Mississippi)
Mississippi
$814K – – –
SA
1445
SRN Advisors
Pennsylvania
$811K -$288K -1,156 -28%
TWM
1446
Tradition Wealth Management
Minnesota
$807K +$4.98K +20 +0.7%
OWA
1447
Outlook Wealth Advisors
Texas
$807K -$16.4K -66 -2%
CAM
1448
Cidel Asset Management
Ontario, Canada
$802K -$66.2K -266 -8%
HC
1449
Hendley & Co
Ohio
$800K +$112K +450 +18%
SW
1450
SteelPeak Wealth
California
$795K -$5.17M -20,744 -88%
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