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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1726
MV Capital Management
Maryland
$251K +$2.49K +15 +1%
AAS
1727
Annex Advisory Services
Wisconsin
$250K -$3.48K -21 -1%
AO
1728
Advisor OS
Illinois
$250K -$41.5K -250 -14%
1WM
1729
1900 Wealth Management
Texas
$249K – – –
BFC
1730
Blue Fin Capital
Rhode Island
$249K – – –
NB
1731
Northwest Bancshares
Pennsylvania
$249K – – –
NFP
1732
NorthLanding Financial Partners
New York
$249K +$166 +1 +0.1%
UBV
1733
United Bank (Virginia)
Virginia
$248K – – –
FOA
1734
Five Oceans Advisors
California
$248K +$5.64K +34 +2%
RIM
1735
Reliant Investment Management
Tennessee
$247K -$9.29K -56 -4%
PIA
1736
Pinion Investment Advisors
Kansas
$247K -$47.3K -285 -16%
BEI
1737
Benjamin Edwards Inc
Missouri
$247K -$46.1K -278 -16%
PAS
1738
Professional Advisory Services
Florida
$247K – – –
WRM
1739
Weybosset Research & Management
Rhode Island
$247K – – –
AWM
1740
Accurate Wealth Management
Florida
$246K +$109K +660 +76%
AWA
1741
Amplius Wealth Advisors
Pennsylvania
$245K +$5.81K +35 +2%
GDP
1742
Great Diamond Partners
Maine
$245K -$11.3K -68 -4%
DAM
1743
Delta Asset Management
Tennessee
$245K – – –
PI
1744
PFG Investments
New York
$244K +$245K +1,478 New
MAG
1745
Mayfair Advisory Group
Alabama
$242K – – –
CW
1746
CIC Wealth
Maryland
$242K -$7.63K -46 -3%
PWS
1747
Peterson Wealth Services
Utah
$242K +$332 +2 +0.1%
TNAM
1748
Terra Nova Asset Management
New York
$242K -$74.2K -447 -23%
JFA
1749
JNBA Financial Advisors
Minnesota
$242K -$28.2K -170 -10%
BG
1750
Bahl & Gaynor
Ohio
$242K -$5.31K -32 -2%
68 69
70
71 72