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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
651
Bretton Capital Management
California
$7.81M – – –
JA
652
JLB & Associates
Michigan
$7.81M +$149K +465 +2%
PAS
653
Park Avenue Securities
New York
$7.8M -$158K -493 -2%
PIM
654
Plato Investment Management
Australia
$7.7M – – –
KCM
655
Kerusso Capital Management
North Carolina
$7.69M +$1.38M +4,319 +23%
SWP
656
Sagespring Wealth Partners
Tennessee
$7.63M +$10.6K +33 +0.1%
PA
657
Procyon Advisors
Connecticut
$7.62M -$562K -1,755 -7%
JEST
658
JTC Employer Solutions Trustee
Jersey
$7.61M – – –
DWM
659
Diversify Wealth Management
Utah
$7.58M -$1.22M -3,808 -14%
DAS
660
Diversify Advisory Services
Utah
$7.58M +$7.23M +22,596 New
GXJ
661
Global X Japan
Japan
$7.58M -$225K -704 -3%
PFS
662
Prospera Financial Services
Texas
$7.58M -$12.5M -39,054 -64%
FSA
663
Fort Sheridan Advisors
Illinois
$7.57M +$370K +1,157 +5%
PMWMG
664
Parr McKnight Wealth Management Group
Minnesota
$7.54M +$2.75M +8,584 +63%
SC
665
Scotia Capital
Ontario, Canada
$7.49M -$5.94M -18,553 -46%
AC
666
AlpenGlobal Capital
California
$7.48M -$80.7K -252 -1%
FM
667
Family Management
New York
$7.47M -$42.3K -132 -0.6%
NG
668
Northstar Group
New York
$7.34M +$33.9K +106 +0.5%
WS
669
Wedbush Securities
California
$7.32M -$729K -2,278 -10%
HT
670
Heritage Trust
Oklahoma
$7.23M -$131K -409 -2%
CT
671
Chicago Trust
Illinois
$7.22M +$287K +897 +4%
ACM
672
Adalta Capital Management
New York
$7.21M -$382K -1,192 -5%
HLCM
673
Hi-Line Capital Management
South Dakota
$7.2M +$118K +370 +2%
HCPC
674
Hamilton Capital Partners (Canada)
$7.19M +$1.13M +3,516 +20%
ADL
675
Asset Dedication LLC
California
$7.19M -$128K -400 -2%
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