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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
1501
Toth Financial Advisory
Virginia
$375K +$31.7K +191 +9%
PGAM
1502
Princeton Global Asset Management
New Jersey
$374K +$166 +1 +0%
RMCM
1503
Reynders McVeigh Capital Management
Massachusetts
$374K +$4.15K +25 +1%
ATFA
1504
All Terrain Financial Advisors
Minnesota
$373K – – –
ESB
1505
Essex Savings Bank
Connecticut
$371K -$2.16K -13 -0.6%
FWIA
1506
Fort Washington Investment Advisors
Ohio
$371K – – –
WA
1507
Wealth Architects
California
$371K -$4.31K -26 -1%
OAM
1508
Oak Asset Management
California
$370K – – –
GSC
1509
G&S Capital
Colorado
$370K -$59.2K -357 -14%
QPW
1510
Quantum Private Wealth
Florida
$369K – – –
APA
1511
Astoria Portfolio Advisors
New York
$369K +$50.3K +303 +15%
LCM
1512
Laurion Capital Management
New York
$368K +$371K +2,234 New
MAM
1513
Mystic Asset Management
Rhode Island
$368K -$26.5K -160 -7%
WKSWA
1514
White Knight Strategic Wealth Advisors
New Jersey
$367K -$39K -235 -10%
CFO
1515
Callan Family Office
Pennsylvania
$366K +$71.8K +433 +24%
WPC
1516
Waters Parkerson & Co
Louisiana
$365K – – –
SFG
1517
Sunburst Financial Group
Alabama
$365K – – –
VWM
1518
Venturi Wealth Management
Texas
$364K -$48.3K -291 -12%
MLA
1519
My Legacy Advisors
Oregon
$364K +$13.8K +83 +4%
PWW
1520
Pettyjohn Wood & White
Virginia
$363K – – –
DDPIC
1521
Deroy & Devereaux Private Investment Counsel
Michigan
$363K – – –
GA
1522
GraniteShares Advisors
New York
$363K +$365K +2,200 New
FFS
1523
Founders Financial Securities
Maryland
$362K +$364K +2,197 New
HBW
1524
Hazlett, Burt & Watson
West Virginia
$362K +$38.8K +234 +12%
TIA
1525
Tiemann Investment Advisors
California
$361K +$14.4K +87 +4%
59 60
61
62 63