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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
1726
Ancora Advisors
Ohio
$227K +$42.7K +261 +21%
HI
1727
Humankind Investments
New York
$226K -$14.1K -86 -5%
KPWG
1728
KFA Private Wealth Group
Virginia
$226K -$818 -5 -0.3%
NB
1729
Northwest Bancshares
Pennsylvania
$225K – – –
AAS
1730
Annex Advisory Services
Wisconsin
$225K -$53K -324 -18%
UBV
1731
United Bank (Virginia)
Virginia
$225K – – –
PAS
1732
Professional Advisory Services
Florida
$224K – – –
RIM
1733
Reliant Investment Management
Tennessee
$224K – – –
WA1
1734
Wimmer Associates 1
California
$224K – – –
DTC
1735
Davidson Trust Company
Washington
$224K +$11.6K +71 +5%
HA
1736
HFG Advisors
Ohio
$223K -$981 -6 -0.4%
CCP
1737
Carmel Capital Partners
California
$223K +$51.2K +313 +26%
GDP
1738
Great Diamond Partners
Maine
$223K +$2.45K +15 +1%
DAM
1739
Delta Asset Management
Tennessee
$222K – – –
RWA
1740
Roberts Wealth Advisors
California
$222K – – –
MLL
1741
Moody Lynn & Lieberson
Massachusetts
$221K +$1.96K +12 +0.8%
CS
1742
Capital Square
Tennessee
$221K – – –
ISWM
1743
Independent Solutions Wealth Management
New York
$221K +$33.5K +205 +16%
ZB
1744
Zions Bancorporation
Utah
$219K -$654 -4 -0.3%
PIA
1745
Perennial Investment Advisors
California
$219K -$7.69K -47 -3%
JFA
1746
JNBA Financial Advisors
Minnesota
$219K +$1.64K +10 +0.7%
1IA
1747
1834 Investment Advisors
Wisconsin
$218K -$112K -685 -32%
SIMG
1748
Sonora Investment Management Group
Arizona
$218K -$11.8K -72 -5%
WCA
1749
Westover Capital Advisors
Delaware
$218K – – –
AWA
1750
Amplius Wealth Advisors
Pennsylvania
$218K +$164 +1 +0.1%
68 69
70
71 72