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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
CPC
751
CFC Planning Company
Indiana
$5.18M -$119K -355 -2%
DAS
752
Dynamic Advisor Solutions
Arizona
$5.16M +$136K +405 +2%
MCB
753
Morton Community Bank
Illinois
$5.15M +$129K +385 +2%
CPCPP
754
Canada Post Corporation Pension Plan
Canada
$5.13M -$858K -2,559 -13%
BFO
755
Boston Family Office
Massachusetts
$5.12M +$1.35M +4,025 +31%
ECM
756
Elgethun Capital Management
South Dakota
$5.1M -$54.7K -163 -1%
SI
757
Stephens Inc
Arkansas
$5.08M -$499K -1,488 -8%
GL
758
GHE LLC
Tennessee
$5.08M -$409K -1,220 -7%
BWM
759
BNC Wealth Management
Oregon
$5.07M +$98.6K +294 +2%
RG
760
Rathbones Group
United Kingdom
$5.06M +$2.45M +7,320 +78%
S
761
SignatureFD
Georgia
$5.06M +$112K +334 +2%
GT
762
Greenleaf Trust
Michigan
$5.05M +$179K +534 +3%
RCA
763
Resonant Capital Advisors
Wisconsin
$5.03M +$40.6K +121 +0.7%
FFA
764
Farther Finance Advisors
California
$5.02M +$372K +1,108 +7%
AWM
765
Apollon Wealth Management
South Carolina
$5.02M -$198K -591 -3%
ZF
766
Zhang Financial
Michigan
$5.01M +$5.56M +16,572 New
CF
767
Canoe Financial
Alberta, Canada
$4.99M -$102M -303,244 -95%
VWM
768
Vertrix Wealth Management
Michigan
$4.98M +$5.52M +16,457 New
WA
769
WP Advisors
California
$4.96M -$28.8K -86 -0.5%
AWM
770
Avior Wealth Management
Nebraska
$4.95M -$12.1K -36 -0.2%
MJP
771
Michael J. Puzo
$4.93M +$459K +1,368 +9%
AIA
772
AssuredPartners Investment Advisors
Florida
$4.92M +$242K +721 +5%
BFA
773
Bill Few Associates
Pennsylvania
$4.91M -$29.8K -89 -0.5%
BAM
774
Brave Asset Management
New Jersey
$4.86M – – –
VFA
775
Valeo Financial Advisors
Indiana
$4.85M -$815K -2,431 -13%
29 30
31
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