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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
1901
Atala Financial
California
$600K +$9.61K +30 +2%
CSPIA
1902
Cary Street Partners Investment Advisory
Virginia
$599K +$25.9K +81 +5%
TVAMP
1903
Tennessee Valley Asset Management Partners
Tennessee
$599K +$1.28K +4 +0.2%
AHC
1904
Adell Harriman & Carpenter
Texas
$599K +$27.2K +85 +5%
ZCP
1905
Z3 Capital Partners
Virginia
$598K – – –
TIP
1906
Tandem Investment Partners
New Jersey
$597K +$303K +945 +115%
MCRM
1907
Midway Capital Research & Management
Illinois
$596K – – –
AIM
1908
Aigen Investment Management
New York
$595K -$2.34M -7,316 -81%
LSPW
1909
Lake Street Private Wealth
Illinois
$595K +$25.6K +80 +5%
LCA
1910
Legend Capital Advisors
New York
$594K – – –
SPWG
1911
Sage Private Wealth Group
Illinois
$594K -$11.8K -37 -2%
CWM
1912
Centurion Wealth Management
Virginia
$594K -$10.9K -34 -2%
PWP
1913
Phillips Wealth Planners
Mississippi
$593K -$40.7K -127 -7%
HIG
1914
Heritage Investment Group
Florida
$593K +$640 +2 +0.1%
CS
1915
Capital Square
Tennessee
$592K +$115K +358 +27%
WPC
1916
Waters Parkerson & Co
Louisiana
$592K – – –
EIP
1917
Ellis Investment Partners
Pennsylvania
$591K +$1.6K +5 +0.3%
EA
1918
Everpar Advisors
Oklahoma
$591K +$101K +314 +22%
DIP
1919
Davis Investment Partners
North Carolina
$590K – – –
VNA
1920
Valley National Advisers
Pennsylvania
$588K +$41K +128 +8%
HFS
1921
Howard Financial Services
Texas
$588K +$77.5K +242 +16%
TPA
1922
Trivium Point Advisory
Connecticut
$587K +$556K +1,736 New
XF
1923
XML Financial
Maryland
$586K +$8K +25 +1%
PG
1924
Patten Group
Tennessee
$584K -$125K -391 -18%
CA
1925
Calton & Associates
Florida
$584K +$640 +2 +0.1%
75 76
77
78 79