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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
R
2076
Rebalance
California
$469K +$9.61K +30 +2%
LCM
2077
Legato Capital Management
California
$468K -$166K -520 -27%
SG
2078
Sienna Gestion
France
$468K +$434K +1,357 New
SWM
2079
SeaCrest Wealth Management
New York
$467K -$494K -1,544 -53%
WCA
2080
Westover Capital Advisors
Delaware
$467K – – –
PIN
2081
Prudent Investors Network
California
$466K +$32K +100 +8%
PB
2082
Prosperity Bancshares
Texas
$465K -$23.7K -74 -5%
WI
2083
WrapManager Inc
California
$465K -$5.44K -17 -1%
PHM
2084
Prospect Hill Management
New Jersey
$465K – – –
JWBC
2085
J.W. Burns & Co
New York
$464K – – –
HWA
2086
HHM Wealth Advisors
Tennessee
$463K +$5.12K +16 +1%
WTB
2087
Washington Trust Bank
Washington
$462K -$7.68K -24 -2%
FOA
2088
Five Oceans Advisors
California
$462K -$1.92K -6 -0.4%
IA
2089
Invested Advisors
Pennsylvania
$462K -$31.7K -99 -7%
CAG
2090
Centerpoint Advisory Group
Kansas
$461K – – –
EA
2091
Enclave Advisors
Texas
$460K -$47.7K -149 -10%
OWM
2092
OneAscent Wealth Management
Alabama
$459K -$103K -321 -19%
CMP
2093
Coston McIsaac & Partners
Maine
$459K – – –
GAM
2094
Groupama Asset Management
France
$459K +$2.56K +8 +0.6%
LPT
2095
Legacy Private Trust
Wisconsin
$458K – – –
MAG
2096
Mayfair Advisory Group
Alabama
$458K -$1.28K -4 -0.3%
PWM
2097
Pines Wealth Management
North Carolina
$458K -$58.9K -184 -12%
1WM
2098
1900 Wealth Management
Texas
$458K +$20.8K +65 +5%
MMHP
2099
Murphy Middleton Hinkle & Parker
Georgia
$457K – – –
KFAS
2100
Keating Financial Advisory Services
Kansas
$457K +$9.93K +31 +2%
82 83
84
85 86