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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
726
Lodestone Wealth Management
Washington
$3.77M -$29.9K -144 -0.9%
TPCW
727
TD Private Client Wealth
New York
$3.76M +$617K +2,975 +22%
NRG
728
Nemes Rush Group
Michigan
$3.76M -$29.9K -144 -0.9%
MYLI
729
Meiji Yasuda Life Insurance
Japan
$3.75M -$159K -765 -4%
BWM
730
Bulltick Wealth Management
Florida
$3.72M +$333K +1,608 +11%
VFA
731
Valeo Financial Advisors
Indiana
$3.68M -$44.2K -213 -1%
MLL
732
Moody Lynn & Lieberson
Massachusetts
$3.68M +$3.04M +14,671 +989%
SW
733
SVB Wealth
Massachusetts
$3.67M +$98.3K +474 +3%
WSTAM
734
Wilbanks Smith & Thomas Asset Management
Virginia
$3.67M +$5.39K +26 +0.2%
BAM
735
Brave Asset Management
New Jersey
$3.65M -$6.01K -29 -0.2%
VAS
736
Valicenti Advisory Services
New York
$3.59M +$277K +1,335 +9%
LC
737
Lincoln Capital
Nebraska
$3.58M – – –
GIM
738
Goelzer Investment Management
Indiana
$3.58M -$502K -2,421 -13%
EFMC
739
Empire Financial Management Company
New York
$3.55M +$37.7K +182 +1%
AAS
740
Avantax Advisory Services
Texas
$3.53M -$447K -2,158 -12%
RIM
741
Rakuten Investment Management
Japan
$3.52M +$2.91M +14,014 +960%
BFIM
742
Beese Fulmer Investment Management
Ohio
$3.52M -$16.8K -81 -0.5%
SWA
743
Strata Wealth Advisors
Texas
$3.51M -$429K -2,067 -12%
CT
744
Caldwell Trust
Florida
$3.51M +$759K +3,659 +31%
PI
745
Pettee Investors
Connecticut
$3.5M – – –
EP
746
Edgestream Partners
New Jersey
$3.49M +$2.56M +12,343 +415%
BBWA
747
Bell & Brown Wealth Advisors
California
$3.45M -$47.7K -230 -1%
COI
748
Connable Office Inc
Michigan
$3.45M -$550K -2,654 -15%
CWM
749
Compass Wealth Management
Connecticut
$3.43M -$3.32K -16 -0.1%
IMCOOI
750
Investment Management Corp of Ontario (IMCO)
Canada
$3.38M -$10.9M -52,771 -78%
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