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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
NA
801
N10 Assets
Connecticut
$5.18M +$4.9M +15,305 New
EPW
802
Evolve Private Wealth
California
$5.17M -$1.69M -5,280 -26%
FMWA
803
Forvis Mazars Wealth Advisors
Missouri
$5.14M +$4.16K +13 +0.1%
BAM
804
Brave Asset Management
New Jersey
$5.09M -$326K -1,018 -6%
NRG
805
Nemes Rush Group
Michigan
$5.08M -$24.7K -77 -0.5%
BCB
806
Brian C. Broderick
$5.08M +$1.1M +3,425 +30%
CCM
807
Cullen Capital Management
New York
$5.04M +$139K +435 +3%
TCOT
808
Trust Company of Toledo
Ohio
$5.04M +$3.2K +10 +0.1%
SAM
809
Securian Asset Management
Minnesota
$5.03M -$118K -368 -3%
CIC
810
Carnegie Investment Counsel
Ohio
$5.02M +$8.64K +27 +0.2%
RWM
811
Ritholtz Wealth Management
New York
$5.02M +$246K +767 +5%
DACS
812
Dymon Asia Capital (Singapore)
Singapore
$5.01M +$263K +820 +6%
NB
813
NBT Bank
New York
$5M -$93.2K -291 -2%
FRA
814
Frank Rimerman Advisors
California
$5M +$35.2K +110 +0.8%
MWM
815
Mission Wealth Management
California
$4.99M +$1.26M +3,940 +36%
RWB
816
RMR Wealth Builders
New Jersey
$4.98M +$1.16M +3,628 +33%
PNC
817
Park National Corp
Ohio
$4.97M -$28.8K -90 -0.6%
BFA
818
Benedict Financial Advisors
Georgia
$4.93M +$18.3K +57 +0.4%
HCM
819
Hodges Capital Management
Texas
$4.92M -$207K -645 -4%
ACP
820
Aviance Capital Partners
Florida
$4.91M -$2.56K -8 -0.1%
BJL
821
Brighton Jones LLC
Washington
$4.87M +$21.5K +67 +0.5%
PA
822
Parallel Advisors
California
$4.86M +$188K +586 +4%
NP
823
NorthRock Partners
Minnesota
$4.85M +$171K +535 +4%
AC
824
Asio Capital
Kentucky
$4.8M -$278K -867 -6%
BBWA
825
Bell & Brown Wealth Advisors
California
$4.79M -$41.6K -130 -0.9%
31 32
33
34 35