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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
GWS
1676
Glassman Wealth Services
Virginia
$250K -$47.6K -279 -15%
CAMG
1677
CWA Asset Management Group
Florida
$250K -$4.78K -28 -2%
WA1
1678
Wimmer Associates 1
California
$250K -$1.71K -10 -0.6%
SFS
1679
Solitude Financial Services
Virginia
$250K -$171 -1 -0.1%
BCCM
1680
Bridge Creek Capital Management
Massachusetts
$249K – – –
LI
1681
Lafayette Investments
Maryland
$249K – – –
HI
1682
Hudock Inc
Pennsylvania
$249K +$224K +1,316 +636%
CS
1683
Comerica Securities
Michigan
$247K +$3.58K +21 +1%
MSFS
1684
Main Street Financial Solutions
Pennsylvania
$247K +$258K +1,512 New
TTWM
1685
TCV Trust & Wealth Management
Virginia
$246K -$5.46K -32 -2%
BG
1686
Bellevue Group
Switzerland
$245K -$188K -1,100 -42%
KIC
1687
Keating Investment Counselors
Florida
$245K – – –
MCM
1688
Mengis Capital Management
Oregon
$245K – – –
PAS
1689
Professional Advisory Services
Florida
$245K – – –
NWM
1690
Northwest Wealth Management
Iowa
$245K +$256K +1,500 New
NFG
1691
Norris Financial Group
South Carolina
$244K +$255K +1,493 New
IB
1692
Intrust Bank
Kansas
$244K – – –
MWM
1693
Merriman Wealth Management
Washington
$244K +$254K +1,490 New
DAM
1694
Delta Asset Management
Tennessee
$243K – – –
JLBC
1695
J.L. Bainbridge & Co
Florida
$243K +$341 +2 +0.1%
EWM
1696
Empirical Wealth Management
Washington
$242K -$33.8K -198 -12%
MAC
1697
Mason & Associates (California)
California
$241K +$252K +1,475 New
GSC
1698
G&S Capital
Colorado
$240K +$7.5K +44 +3%
PWS
1699
Peterson Wealth Services
Utah
$239K +$249K +1,460 New
WA
1700
Waverly Advisors
Alabama
$238K -$51K -299 -19%
66 67
68
69 70