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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
1676
Macroview Investment Management
Maryland
$671K +$1.13K +4 +0.2%
AC
1677
AlphaCore Capital
California
$670K +$260K +925 +79%
SLA
1678
Silver Lake Advisory
Utah
$670K -$52.6K -187 -8%
RPC
1679
Rossmore Private Capital
Connecticut
$667K +$50.7K +180 +9%
APA
1680
Astoria Portfolio Advisors
New York
$667K +$16.3K +58 +3%
DIP
1681
Davis Investment Partners
North Carolina
$666K – – –
KWS
1682
Keystone Wealth Services
California
$664K +$1.41K +5 +0.2%
SOW
1683
State of Wyoming
Wyoming
$663K +$406K +1,442 +227%
KFGK
1684
Keystone Financial Group (Kentucky)
Kentucky
$662K +$58K +206 +11%
AWM
1685
Aberdeen Wealth Management
Illinois
$662K – – –
AWM
1686
Aries Wealth Management
Maine
$661K – – –
SHGA
1687
Sand Hill Global Advisors
California
$661K -$2.81K -10 -0.5%
LA
1688
LM Advisors
California
$660K -$3.38K -12 -0.6%
MAWA
1689
Moss Adams Wealth Advisors
Washington
$659K +$46.2K +164 +9%
RCA
1690
Ranch Capital Advisors
Florida
$656K – – –
BLC
1691
Brown, Lisle/Cummings
Rhode Island
$654K – – –
FMLI
1692
Fukoku Mutual Life Insurance
Japan
$653K -$55.7K -198 -9%
SWA
1693
Sax Wealth Advisors
New Jersey
$653K +$20.3K +72 +4%
SWA
1694
Strategies Wealth Advisors
Michigan
$653K +$356K +1,265 +162%
TIA
1695
Tiemann Investment Advisors
California
$652K -$50.7K -180 -8%
CP
1696
Clarendon Private
Massachusetts
$651K +$126K +447 +28%
WPC
1697
Waters Parkerson & Co
Louisiana
$649K -$16.6K -59 -3%
SLG
1698
Stanley-Laman Group
Pennsylvania
$649K -$138K -491 -19%
CCC
1699
Compass Capital Corp
Massachusetts
$649K – – –
AF
1700
Atala Financial
California
$648K – – –
66 67
68
69 70