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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1476
Secure Asset Management
Michigan
$441K +$426K +2,357 New
MBTD
1477
Mechanics Bank - Trust Department
California
$439K -$45.1K -250 -10%
PP
1478
Palladium Partners
Virginia
$439K -$10.1K -56 -2%
MFC
1479
Mechanics Financial Corp
Ohio
$439K -$6.32K -35 -1%
APP
1480
Avantax Planning Partners
Iowa
$439K +$1.26K +7 +0.3%
JFA
1481
JNBA Financial Advisors
Minnesota
$438K -$9.39K -52 -2%
SAM
1482
Strategy Asset Managers
California
$437K -$1.17M -6,496 -74%
WIA
1483
Westbourne Investment Advisors
Maryland
$437K -$12.6K -70 -3%
PG
1484
Patten Group
Tennessee
$436K – – –
CBT
1485
Central Bank & Trust
Kentucky
$432K -$176K -973 -30%
DMBA
1486
Deseret Mutual Benefit Administrators
Utah
$431K -$105K -582 -20%
BOPW
1487
Brandywine Oak Private Wealth
Pennsylvania
$430K -$14.8K -82 -3%
CHAM
1488
Clear Harbor Asset Management
Connecticut
$430K – – –
OPOWM
1489
One Plus One Wealth Management
Florida
$430K – – –
MW
1490
Marcum Wealth
Ohio
$430K +$4.51K +25 +1%
BPC
1491
Banque Pictet & Cie
Switzerland
$430K +$415K +2,300 New
HA
1492
HFG Advisors
Ohio
$429K +$414K +2,292 New
MRCM
1493
M&R Capital Management
New Jersey
$428K +$361 +2 +0.1%
LSPW
1494
Lake Street Private Wealth
Illinois
$428K +$188K +1,040 +83%
CQS
1495
Credential Qtrade Securities
$426K +$12.6K +70 +3%
PGAM
1496
Princeton Global Asset Management
New Jersey
$424K -$163K -900 -28%
PAMG
1497
Patton Albertson Miller Group
Tennessee
$424K -$903 -5 -0.2%
1WM
1498
1900 Wealth Management
Texas
$424K +$20K +111 +5%
ACI
1499
Alpha Cubed Investments
California
$424K +$45.1K +250 +12%
ATFA
1500
All Terrain Financial Advisors
Minnesota
$422K – – –
58 59
60
61 62