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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
FPW
1626
Flagship Private Wealth
Massachusetts
$571K – – –
RPC
1627
Rossmore Private Capital
Connecticut
$571K -$17.4K -70 -3%
DFCM
1628
Dark Forest Capital Management
Puerto Rico
$570K +$523K +2,102 New
WPC
1629
Waters Parkerson & Co
Louisiana
$570K +$8.47K +34 +2%
EIP
1630
Ellis Investment Partners
Pennsylvania
$570K +$498 +2 +0.1%
EFSCE
1631
Enterprise Financial Services Corp (EFSC)
Missouri
$570K -$100K -403 -16%
MIM
1632
Macroview Investment Management
Maryland
$570K – – –
SNBOSD
1633
Security National Bank of So Dak
Iowa
$570K – – –
PJWM
1634
Philip James Wealth Mangement
Georgia
$570K +$523K +2,100 New
SHGA
1635
Sand Hill Global Advisors
California
$568K -$6.22K -25 -1%
BCM
1636
Blume Capital Management
California
$565K – – –
M
1637
MOTCO
Texas
$564K +$6.22K +25 +1%
HWA
1638
HCR Wealth Advisors
California
$563K – – –
HWM
1639
Horizon Wealth Management
Illinois
$562K +$498 +2 +0.1%
SPI
1640
Sutton Place Investors
New York
$561K +$10.7K +43 +2%
TWM
1641
Thrive Wealth Management
Pennsylvania
$561K +$60K +241 +13%
LCGC
1642
Legacy Capital Group California
California
$561K +$515K +2,068 New
LA
1643
LM Advisors
California
$559K -$89.6K -360 -15%
RCA
1644
Ranch Capital Advisors
Florida
$557K – – –
APA
1645
Astoria Portfolio Advisors
New York
$557K +$82.4K +331 +20%
BLC
1646
Brown, Lisle/Cummings
Rhode Island
$555K – – –
SMC
1647
Smith, Moore & Co
Missouri
$554K -$17.2K -69 -3%
KP
1648
Keel Point
Alabama
$553K +$5.48K +22 +1%
QWP
1649
Quotient Wealth Partners
Texas
$553K +$18.2K +73 +4%
WA
1650
Waddell & Associates
Tennessee
$552K – – –
64 65
66
67 68