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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
EIP
1901
Ellis Investment Partners
Pennsylvania
$527K +$671 +2 +0.1%
SOS
1902
Silver Oak Securities
Tennessee
$526K +$8.38K +25 +1%
CA
1903
Calton & Associates
Florida
$521K +$578K +1,724 New
PFT
1904
Providence First Trust
Arizona
$520K -$266K -792 -32%
RZH
1905
Relyea Zuckerberg Hanson
Connecticut
$519K -$8.05K -24 -1%
PHS
1906
Pekin Hardy Strauss
Illinois
$519K -$450K -1,341 -44%
CA
1907
Cache Advisors
California
$517K – – –
XF
1908
XML Financial
Maryland
$517K -$133K -398 -19%
VCM
1909
Versant Capital Management
Arizona
$516K +$49K +146 +9%
CCWM
1910
Cassaday & Co Wealth Management
Virginia
$516K -$75.1K -224 -12%
ZCI
1911
Zevenbergen Capital Investments
Washington
$514K – – –
ZIG
1912
Zullo Investment Group
Pennsylvania
$512K -$8.72K -26 -2%
JRPIM
1913
Journey Retirement Planning & Investment Management
Idaho
$512K -$1.32M -3,936 -70%
CSPIA
1914
Cary Street Partners Investment Advisory
Virginia
$512K +$12.1K +36 +2%
ACM
1915
Arcataur Capital Management
Wisconsin
$511K +$3.35K +10 +0.6%
KWM
1916
Keebeck Wealth Management
Illinois
$510K +$23.8K +71 +4%
HTIM
1917
Harbour Trust & Investment Management
Indiana
$510K -$3.35K -10 -0.6%
AHC
1918
Adell Harriman & Carpenter
Texas
$510K -$123K -366 -18%
TIM
1919
Thompson Investment Management
Wisconsin
$508K – – –
AF
1920
Apollon Financial
South Carolina
$508K +$1.68K +5 +0.3%
1C
1921
111 Capital
France
$508K +$336K +1,002 +148%
OWM
1922
OneAscent Wealth Management
Alabama
$508K -$8.72K -26 -2%
IIL
1923
Income Insurance Ltd
$508K – – –
LSPW
1924
Lake Street Private Wealth
Illinois
$508K -$9.39K -28 -2%
MTIC
1925
Missouri Trust & Investment Company
Missouri
$507K -$48.6K -145 -8%
75 76
77
78 79