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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
FPW
1651
Flagship Private Wealth
Massachusetts
$257K +$11.6K +71 +4%
CPRC
1652
Consolidated Portfolio Review Corp
New York
$256K -$327 -2 -0.1%
LI
1653
Lafayette Investments
Maryland
$256K +$20.3K +124 +8%
CAM
1654
Cozad Asset Management
Illinois
$256K +$11K +67 +4%
FBFS
1655
First Business Financial Services
Wisconsin
$255K +$13.2K +81 +5%
LI
1656
LMCG Investments
Massachusetts
$255K -$5.07K -31 -2%
ZCI
1657
Zevenbergen Capital Investments
Washington
$254K – – –
PCM
1658
Prelude Capital Management
New York
$253K +$278K +1,699 New
SN
1659
Sittner & Nelson
Oregon
$253K +$327 +2 +0.1%
CT
1660
Clearstead Trust
Maine
$253K +$81.8K +500 +42%
KWM
1661
Kolinsky Wealth Management
New Jersey
$252K +$13.6K +83 +5%
HIG
1662
Heritage Investment Group
Florida
$251K +$17.8K +109 +7%
HCA
1663
Hyperion Capital Advisors
New York
$251K +$275K +1,680 New
WP
1664
WealthSpring Partners
California
$250K +$23.4K +143 +9%
ACI
1665
Alpha Cubed Investments
California
$250K -$14.6K -89 -5%
BOM
1666
Bank of Marin
California
$250K – – –
SS
1667
Sunbelt Securities
Texas
$250K +$61.8K +378 +29%
DWM
1668
Drive Wealth Management
Utah
$248K +$6.87K +42 +3%
FA
1669
Fagan Associates
New York
$248K – – –
SC
1670
Schubert & Co
Texas
$247K +$1.15K +7 +0.4%
SIA
1671
Soltis Investment Advisors
Utah
$247K -$132K -805 -33%
OA
1672
Oxbow Advisors
Texas
$247K – – –
GC
1673
Gratus Capital
Georgia
$246K +$270K +1,652 New
SCM
1674
SKBA Capital Management
California
$246K – – –
HR
1675
Howe & Rusling
New York
$246K +$2.62K +16 +1%
65 66
67
68 69