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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
BPCE
1626
Bank Pictet & Cie (Europe)
Germany
$572K +$2.99K +12 +0.6%
FPW
1627
Flagship Private Wealth
Massachusetts
$571K – – –
RPC
1628
Rossmore Private Capital
Connecticut
$571K -$17.4K -70 -3%
DFCM
1629
Dark Forest Capital Management
Puerto Rico
$570K +$523K +2,102 New
WPC
1630
Waters Parkerson & Co
Louisiana
$570K +$8.47K +34 +2%
EIP
1631
Ellis Investment Partners
Pennsylvania
$570K +$498 +2 +0.1%
EFSCE
1632
Enterprise Financial Services Corp (EFSC)
Missouri
$570K -$100K -403 -16%
MIM
1633
Macroview Investment Management
Maryland
$570K – – –
SNBOSD
1634
Security National Bank of So Dak
Iowa
$570K – – –
PJWM
1635
Philip James Wealth Mangement
Georgia
$570K +$523K +2,100 New
SHGA
1636
Sand Hill Global Advisors
California
$568K -$6.22K -25 -1%
BCM
1637
Blume Capital Management
California
$565K – – –
M
1638
MOTCO
Texas
$564K +$6.22K +25 +1%
HWA
1639
HCR Wealth Advisors
California
$563K – – –
HWM
1640
Horizon Wealth Management
Illinois
$562K +$498 +2 +0.1%
SPI
1641
Sutton Place Investors
New York
$561K +$10.7K +43 +2%
TWM
1642
Thrive Wealth Management
Pennsylvania
$561K +$60K +241 +13%
LCGC
1643
Legacy Capital Group California
California
$561K +$515K +2,068 New
LA
1644
LM Advisors
California
$559K -$89.6K -360 -15%
RCA
1645
Ranch Capital Advisors
Florida
$557K – – –
APA
1646
Astoria Portfolio Advisors
New York
$557K +$82.4K +331 +20%
BLC
1647
Brown, Lisle/Cummings
Rhode Island
$555K – – –
SMC
1648
Smith, Moore & Co
Missouri
$554K -$17.2K -69 -3%
KP
1649
Keel Point
Alabama
$553K +$5.48K +22 +1%
QWP
1650
Quotient Wealth Partners
Texas
$553K +$18.2K +73 +4%
64 65
66
67 68