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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
1801
Curat Global
New Hampshire
$609K -$41.9K -125 -6%
SCA
1802
Sippican Capital Advisors
Massachusetts
$609K – – –
SLA
1803
Silver Lake Advisory
Utah
$608K +$1.01K +3 +0.1%
BFS
1804
BridgePort Financial Solutions
Iowa
$608K -$11.4K -34 -2%
HA
1805
Harbor Advisors
Florida
$605K – – –
FWA
1806
FSM Wealth Advisors
Ohio
$605K -$43.6K -130 -6%
EFM
1807
E Fund Management
China
$605K +$670K +1,999 New
TWM
1808
Thrive Wealth Management
Pennsylvania
$604K -$10.7K -32 -2%
WG
1809
Wellington Group
Indiana
$603K +$195K +583 +41%
ATS
1810
Ashton Thomas Securities
New York
$598K +$20.5K +61 +3%
KP
1811
Keel Point
Alabama
$597K -$188K -562 -22%
TA
1812
TrueWealth Advisors
Alabama
$597K +$470K +1,403 +246%
GCA
1813
Genesee Capital Advisors
New York
$596K -$2.68K -8 -0.4%
MCWA
1814
Meadow Creek Wealth Advisors
Georgia
$596K -$671 -2 -0.1%
RCG
1815
Regatta Capital Group
California
$596K -$55.3K -165 -8%
BCG
1816
Breakwater Capital Group
New Jersey
$596K -$16.8K -50 -2%
CD
1817
Chapin Davis
Maryland
$596K -$81.5K -243 -11%
TIP
1818
Torray Investment Partners
Maryland
$594K -$7.48M -22,310 -92%
RCM
1819
RNC Capital Management
California
$594K +$68.7K +205 +12%
JWA
1820
JFS Wealth Advisors
Pennsylvania
$594K +$2.35K +7 +0.4%
DTC
1821
Davidson Trust Company
Washington
$594K +$15.1K +45 +2%
BCM
1822
Blume Capital Management
California
$594K – – –
VFG
1823
Victory Financial Group
Texas
$593K +$27.2K +81 +4%
WWA
1824
Wisconsin Wealth Advisors
Wisconsin
$593K +$1.01K +3 +0.2%
ATC
1825
Adirondack Trust Company
New York
$590K -$7.04K -21 -1%
71 72
73
74 75