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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
1926
Clearstead Trust
Maine
$498K -$3.5K -11 -0.7%
WAG
1927
Winthrop Advisory Group
Massachusetts
$497K -$8.59K -27 -2%
PG
1928
Patten Group
Tennessee
$495K – – –
PCM
1929
Princeton Capital Management
New Jersey
$495K +$150K +473 +47%
AA
1930
Aire Advisors
California
$492K – – –
WCM
1931
Windsor Capital Management
Arizona
$490K -$17.5K -55 -4%
WC
1932
Waterloo Capital
Texas
$488K -$65.8K -207 -12%
AWA
1933
Amplius Wealth Advisors
Pennsylvania
$488K -$65.8K -207 -12%
FBFS
1934
First Business Financial Services
Wisconsin
$488K – – –
VNA
1935
Valley National Advisers
Pennsylvania
$487K +$3.82K +12 +0.8%
CPC
1936
Consolidated Planning Corp
Georgia
$486K +$11.8K +37 +3%
RWP
1937
Revolve Wealth Partners
New Jersey
$486K -$9.86K -31 -2%
FB
1938
First Bancorp
Maine
$486K -$23.9K -75 -5%
SCA
1939
Sandy Cove Advisors
Massachusetts
$485K +$9.54K +30 +2%
CCM
1940
Crew Capital Management
Ohio
$485K – – –
JJBC
1941
James J. Burns & Company
New York
$483K – – –
VCM
1942
Versant Capital Management
Arizona
$482K +$15.3K +48 +3%
FAM
1943
Formidable Asset Management
Ohio
$481K +$101K +317 +27%
WA
1944
Wealthstar Advisors
Texas
$481K +$16.2K +51 +4%
PCP
1945
Proficio Capital Partners
Massachusetts
$480K -$703K -2,210 -60%
ECAM
1946
East Coast Asset Management
Massachusetts
$479K – – –
FA
1947
Financial Advisors
Massachusetts
$478K – – –
EWS
1948
Evergreen Wealth Solutions
Pennsylvania
$476K -$18.1K -57 -4%
6F
1949
626 Financial
Michigan
$475K -$26.7K -84 -6%
SDAM
1950
Shulman DeMeo Asset Management
New York
$474K +$318 +1 +0.1%
76 77
78
79 80