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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
PL
1626
PeakShares LLC
Florida
$981K +$949K +2,652 New
N
1627
Numerai
California
$980K – – –
SBCM
1628
Silverberg Bernstein Capital Management
New York
$979K – – –
TSWM
1629
Triangle Securities Wealth Management
North Carolina
$977K -$16.5K -46 -2%
ESB
1630
Essex Savings Bank
Connecticut
$977K -$57.6K -161 -6%
AFP
1631
Ausdal Financial Partners
Iowa
$977K -$34.7K -97 -4%
CWG
1632
Cornerstone Wealth Group
North Carolina
$976K -$219K -612 -19%
RFG
1633
RFP Financial Group
Georgia
$976K -$7.51K -21 -0.8%
KCM
1634
Kathmere Capital Management
Pennsylvania
$972K +$280K +783 +42%
CGL
1635
Clarius Group LLC
Washington
$971K -$315K -880 -25%
CW
1636
Channel Wealth
California
$971K -$8.95K -25 -0.9%
CBT
1637
Central Bank & Trust
Kentucky
$969K +$10.4K +29 +1%
SIA
1638
SkyView Investment Advisors
New Jersey
$969K +$89.1K +249 +11%
UB
1639
Umpqua Bank
Oregon
$969K -$5.73K -16 -0.6%
EB
1640
Exchange Bank
California
$968K -$22.5K -63 -2%
AFC
1641
AFT Forsyth & Company
Florida
$968K – – –
GLLW
1642
Graves Light Lenhart Wealth
Virginia
$966K -$50.1K -140 -5%
PTB
1643
Pioneer Trust Bank
Oregon
$962K – – –
MIP
1644
Marietta Investment Partners
Wisconsin
$961K -$8.23K -23 -0.9%
TLCM
1645
Twin Lakes Capital Management
California
$956K -$5.37K -15 -0.6%
MSA
1646
Marino Stram & Associates
Massachusetts
$955K +$73.4K +205 +9%
LA
1647
Lifeworks Advisors
Michigan
$955K -$57.6K -161 -6%
SGI
1648
Summit Global Investments
Utah
$948K +$917K +2,563 New
ANBT
1649
American National Bank & Trust
Texas
$948K -$535K -1,496 -37%
LAI
1650
Legal Advantage Investments
California
$943K -$107K -300 -11%
64 65
66
67 68