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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
801
Empirical Wealth Management
Washington
$5.24M +$480K +1,499 +11%
SFGP
802
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$5.22M +$577K +1,803 +13%
IWM
803
IHT Wealth Management
Illinois
$5.22M +$133K +414 +3%
OAM
804
Oppenheimer Asset Management
New York
$5.2M +$150K +468 +3%
MC
805
Mathes Company
New York
$5.19M +$16.3K +51 +0.3%
NA
806
N10 Assets
Connecticut
$5.18M +$4.9M +15,305 New
EPW
807
Evolve Private Wealth
California
$5.17M -$1.69M -5,280 -26%
FMWA
808
Forvis Mazars Wealth Advisors
Missouri
$5.14M +$4.16K +13 +0.1%
BAM
809
Brave Asset Management
New Jersey
$5.09M -$326K -1,018 -6%
NRG
810
Nemes Rush Group
Michigan
$5.08M -$24.7K -77 -0.5%
BCB
811
Brian C. Broderick
$5.08M +$1.1M +3,425 +30%
CCM
812
Cullen Capital Management
New York
$5.04M +$139K +435 +3%
TCOT
813
Trust Company of Toledo
Ohio
$5.04M +$3.2K +10 +0.1%
SAM
814
Securian Asset Management
Minnesota
$5.03M -$118K -368 -3%
CIC
815
Carnegie Investment Counsel
Ohio
$5.02M +$8.64K +27 +0.2%
RWM
816
Ritholtz Wealth Management
New York
$5.02M +$246K +767 +5%
DACS
817
Dymon Asia Capital (Singapore)
Singapore
$5.01M +$263K +820 +6%
NB
818
NBT Bank
New York
$5M -$93.2K -291 -2%
FRA
819
Frank Rimerman Advisors
California
$5M +$35.2K +110 +0.8%
MWM
820
Mission Wealth Management
California
$4.99M +$1.26M +3,940 +36%
RWB
821
RMR Wealth Builders
New Jersey
$4.98M +$1.16M +3,628 +33%
PNC
822
Park National Corp
Ohio
$4.97M -$28.8K -90 -0.6%
BFA
823
Benedict Financial Advisors
Georgia
$4.93M +$18.3K +57 +0.4%
HCM
824
Hodges Capital Management
Texas
$4.92M -$207K -645 -4%
ACP
825
Aviance Capital Partners
Florida
$4.91M -$2.56K -8 -0.1%
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