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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
NLP
1501
Next Level Private
New York
$352K +$367K +2,151 New
WCM
1502
Whitener Capital Management
North Carolina
$351K – – –
5L
1503
55I LLC
Massachusetts
$350K -$145K -849 -28%
PFM
1504
Parsec Financial Management
North Carolina
$350K – – –
BWFA
1505
Baltimore-Washington Financial Advisors
Maryland
$350K +$44.8K +263 +14%
SFG
1506
StrategIQ Financial Group
Indiana
$350K +$365K +2,140 New
YC
1507
Yarbrough Capital
Tennessee
$349K +$364K +2,132 New
SWM
1508
Silverlake Wealth Management
Vermont
$348K +$363K +2,130 New
AP
1509
Adero Partners
California
$345K -$24.2K -142 -6%
ESB
1510
Essex Savings Bank
Connecticut
$345K -$7.84K -46 -2%
FCB
1511
First Command Bank
Texas
$345K – – –
HA
1512
HC Advisors
Georgia
$345K – – –
YMRC
1513
Yorktown Management & Research Company
Virginia
$345K – – –
TFA
1514
Toth Financial Advisory
Virginia
$345K +$171 +1 +0%
KMWM
1515
Keudell/Morrison Wealth Management
Oregon
$344K -$26.9K -158 -7%
PCM
1516
Parsons Capital Management
Rhode Island
$344K -$21.1K -124 -6%
CASB
1517
Cape Ann Savings Bank
Massachusetts
$344K – – –
VCM
1518
Virtue Capital Management
Tennessee
$343K -$14.8K -87 -4%
DIM
1519
Delta Investment Management
California
$343K – – –
QCM
1520
Quest Capital Management
Texas
$342K -$65.8K -386 -16%
BC
1521
Bridgefront Capital
Texas
$340K +$355K +2,079 New
AO
1522
Advisor OS
Illinois
$339K -$34.3K -201 -9%
AC
1523
ASB Consultores
Florida
$339K +$354K +2,075 New
FCFS
1524
First Command Financial Services
Texas
$337K – – –
TWM
1525
Tradition Wealth Management
Minnesota
$337K +$682 +4 +0.2%
59 60
61
62 63