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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
VFA
776
Valeo Financial Advisors
Indiana
$1.59M -$115K -874 -7%
PWP
777
Private Wealth Partners
California
$1.59M -$1.98K -15 -0.1%
CBB
778
Citizens Business Bank
California
$1.58M – – –
QI
779
QS Investors
New York
$1.58M -$15.2K -115 -1%
RIL
780
Rothschild Investment LLC
Illinois
$1.58M – – –
JI
781
Jeereddi Investments
California
$1.57M – – –
MWM
782
Madison Wealth Management
Ohio
$1.56M +$21.3K +161 +1%
RWP
783
RWA Wealth Partners
Massachusetts
$1.56M +$13.2K +100 +0.9%
GFA
784
Gifford Fong Associates
California
$1.56M – – –
TNA
785
True North Advisors
Texas
$1.55M – – –
HI
786
Harbour Investments
Wisconsin
$1.55M +$1.45M +10,957 New
AAS
787
Avantax Advisory Services
Texas
$1.55M -$353K -2,672 -20%
TBNY
788
Trustco Bank (New York)
New York
$1.54M -$13.2K -100 -0.9%
FWA
789
FOCUS Wealth Advisors
Texas
$1.53M +$19.6K +148 +1%
IWA
790
Intercontinental Wealth Advisors
Texas
$1.53M +$92.2K +698 +7%
RG
791
Rathbones Group
United Kingdom
$1.53M +$93.8K +710 +7%
UHC
792
Union Heritage Capital
Michigan
$1.52M +$1.43M +10,788 New
S
793
Seeyond
France
$1.52M +$407K +3,080 +40%
LWCFA
794
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.51M +$67.8K +513 +5%
SWMG
795
Signature Wealth Management Group
Georgia
$1.51M +$57.7K +437 +4%
EFM
796
E Fund Management
China
$1.51M +$1.41M +10,685 New
NHC
797
Nicholas Hoffman & Company
Georgia
$1.51M +$124K +939 +10%
GG
798
Greenwood Gearhart
Arkansas
$1.5M -$223K -1,685 -14%
MCM
799
McMillion Capital Management
North Carolina
$1.49M -$1.32K -10 -0.1%
IFWM
800
Institute for Wealth Management
Colorado
$1.48M -$55.8K -422 -4%
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