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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
BIP
1501
Blueprint Investment Partners
North Carolina
$849K +$452K +1,572 +122%
WP
1502
Westmount Partners
California
$847K -$68.7K -239 -8%
AAP
1503
Arax Advisory Partners
Colorado
$846K +$243K +847 +42%
JWBC
1504
John W. Bristol & Co
New York
$846K – – –
LAI
1505
Legal Advantage Investments
California
$846K -$14.4K -50 -2%
BS
1506
Banco Santander
Spain
$841K -$19.4M -67,667 -96%
UBP
1507
Union Bancaire Privee
Switzerland
$835K +$798K +2,776 New
PWPS
1508
Pinnacle Wealth Planning Services
Ohio
$835K -$350K -1,218 -30%
CBT
1509
CoreFirst Bank & Trust
Kansas
$833K – – –
HIMS
1510
Hager Investment Management Services
New Hampshire
$832K +$806K +2,805 New
YIM
1511
Yoffe Investment Management
Pennsylvania
$832K +$806K +2,804 New
NFSG
1512
Newbridge Financial Services Group
Florida
$832K +$805K +2,803 New
ME
1513
McIlrath & Eck
Washington
$832K – – –
KA
1514
Kearns & Associates
California
$831K – – –
PWP
1515
Pursue Wealth Partners
California
$831K – – –
GWANC
1516
Guardian Wealth Advisors (North Carolina)
North Carolina
$830K +$12.1K +42 +2%
CCA
1517
Cadent Capital Advisors
Oklahoma
$828K +$6.03K +21 +0.8%
BIC
1518
Beach Investment Counsel
Pennsylvania
$824K -$1.17M -4,085 -60%
BHB
1519
Bank Hapoalim BM
Israel
$824K – – –
ITIM
1520
Indiana Trust & Investment Management
Indiana
$820K -$23K -80 -3%
USB
1521
Union Savings Bank
Connecticut
$817K -$19.5K -68 -2%
KIM
1522
Kane Investment Management
California
$817K +$791K +2,753 New
BDA
1523
Borer Denton & Associates
Pennsylvania
$812K -$14.4K -50 -2%
TLCM
1524
Twin Lakes Capital Management
California
$811K -$52K -181 -6%
NP
1525
Nilsine Partners
Colorado
$810K +$38.5K +134 +5%
59 60
61
62 63