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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
PWG
1451
Portside Wealth Group
Utah
$868K +$74.2K +251 +8%
LJAC
1452
L.J. Altfest & Co
New York
$866K – – –
PP
1453
PDS Planning
Ohio
$865K +$73.9K +250 +8%
CHP
1454
Cable Hill Partners
Oregon
$865K -$116K -393 -11%
RMCM
1455
Reynders McVeigh Capital Management
Massachusetts
$865K +$54.7K +185 +6%
SWIG
1456
Strategic Wealth Investment Group
Kentucky
$863K -$11.4M -38,595 -92%
SWM
1457
SeaCrest Wealth Management
New York
$862K -$24.8K -84 -3%
OMIC
1458
Old Mission Investment Co
Michigan
$858K +$15.7K +53 +2%
MAA
1459
Matrix Asset Advisors
New York
$857K – – –
UAML
1460
US Asset Management LLC
Pennsylvania
$856K -$5.03K -17 -0.5%
SQA
1461
Simon Quick Advisors
New Jersey
$854K +$43.5K +147 +5%
EFG
1462
Embree Financial Group
Illinois
$852K +$38.1K +129 +4%
CG
1463
CFO4Life Group
Texas
$847K -$77.1K -261 -8%
CWG
1464
Cornerstone Wealth Group
North Carolina
$844K -$79.5K -269 -8%
CYG
1465
Clean Yield Group
Vermont
$833K – – –
TWM
1466
Tradition Wealth Management
Minnesota
$832K +$6.8K +23 +0.7%
BPCE
1467
Bank Pictet & Cie (Europe)
Germany
$831K +$135K +457 +17%
CG
1468
Curat Global
New Hampshire
$827K +$909K +3,075 New
WCM
1469
Weaver Capital Management
Georgia
$827K +$10.1K +34 +1%
SRC
1470
Shufro Rose & Co
New York
$824K – – –
HIM
1471
Harbour Investment Management
Washington
$821K – – –
GTAM
1472
Global Trust Asset Management
Florida
$820K -$150K -509 -14%
SWM
1473
Scissortail Wealth Management
Oklahoma
$817K +$5.91K +20 +0.7%
PCM
1474
Prelude Capital Management
New York
$816K +$336K +1,138 +60%
SB
1475
Strategic Blueprint
Georgia
$813K +$25.4K +86 +3%
57 58
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60 61