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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
2051
Carter Financial Group
Illinois
$519K -$37.6K -105 -7%
GA
2052
Greenspring Advisors
Maryland
$518K +$501K +1,401 New
WCA
2053
Westover Capital Advisors
Delaware
$518K – – –
JWBC
2054
J.W. Burns & Co
New York
$518K +$10.4K +29 +2%
EM
2055
ELCO Management
New York
$518K +$215K +600 +75%
GWP
2056
Gateway Wealth Partners
Wisconsin
$518K +$89.1K +249 +22%
TNAM
2057
Terra Nova Asset Management
New York
$517K +$1.07K +3 +0.2%
APWA
2058
Atlas Private Wealth Advisors
New Jersey
$516K +$358 +1 +0.1%
WPW
2059
Waldron Private Wealth
Pennsylvania
$515K -$150K -419 -23%
RMDI
2060
R.M. Davis Inc
Maine
$515K -$138K -385 -22%
LC
2061
LCNB Corp
Ohio
$515K – – –
BPW
2062
BlueDoor Private Wealth
Massachusetts
$515K +$498K +1,391 New
WTB
2063
Washington Trust Bank
Washington
$514K – – –
SEA
2064
Stegent Equity Advisors
Texas
$513K +$89.5K +250 +22%
PMSA
2065
Patrick M. Sweeney & Associates
Illinois
$512K +$16.5K +46 +3%
FOA
2066
Five Oceans Advisors
California
$512K – – –
HAS
2067
HBW Advisory Services
California
$510K +$493K +1,379 New
PCP
2068
Proficio Capital Partners
Massachusetts
$510K -$24.3K -68 -5%
HC
2069
Hamilton Capital
Ohio
$509K +$492K +1,376 New
CAG
2070
Centerpoint Advisory Group
Kansas
$505K – – –
FFBTD
2071
First Financial Bank - Trust Division
Ohio
$504K – – –
AAG
2072
Armstrong Advisory Group
Massachusetts
$502K -$4.29K -12 -0.9%
WI
2073
WrapManager Inc
California
$502K -$69.4K -194 -13%
LPT
2074
Legacy Private Trust
Wisconsin
$501K – – –
5NPW
2075
55 North Private Wealth
Florida
$501K +$485K +1,354 New
81 82
83
84 85