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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
FIM
801
Fruth Investment Management
Texas
$1.96M -$5.97K -35 -0.3%
AT
802
Arden Trust
Delaware
$1.95M -$218K -1,278 -10%
LA
803
Lifeworks Advisors
Michigan
$1.95M +$2.03M +11,911 New
SSWM
804
Smith Salley Wealth Management
North Carolina
$1.95M +$4.6K +27 +0.2%
CW
805
CreativeOne Wealth
Kansas
$1.93M -$3.58K -21 -0.2%
RHBC
806
R.H. Bluestein & Co
Michigan
$1.93M -$122K -715 -6%
LBC
807
Lowe Brockenbrough & Co
Virginia
$1.92M – – –
MWM
808
Madison Wealth Management
Ohio
$1.92M +$7.84K +46 +0.4%
BSA
809
Bull Street Advisors
Georgia
$1.9M -$61.4K -360 -3%
LT
810
Lindsell Train
United Kingdom
$1.9M – – –
TI
811
Tidal Investments
Wisconsin
$1.9M -$166K -974 -8%
ACP
812
Arcus Capital Partners
Georgia
$1.9M – – –
B
813
Bailard
California
$1.89M +$7.33K +43 +0.4%
GJIC
814
Gamble Jones Investment Counsel
California
$1.89M – – –
PDN
815
Pensionfund DSM Netherlands
Netherlands
$1.88M – – –
IIL
816
Insight Inv LLC
California
$1.88M +$1.96M +11,486 New
AR
817
Advisory Research
Illinois
$1.87M +$91.9K +539 +5%
LHC
818
Little House Capital
Massachusetts
$1.87M +$776K +4,549 +66%
ARC
819
Advisor Resource Council
Texas
$1.86M +$136K +798 +8%
USCWA
820
U.S. Capital Wealth Advisors
Texas
$1.85M +$14K +82 +0.7%
NL
821
NVWM LLC
Pennsylvania
$1.85M -$1M -5,871 -34%
JCM
822
Jacobi Capital Management
Pennsylvania
$1.85M +$512 +3 +0%
PH
823
Pinnacle Holdings
Oklahoma
$1.84M +$4.78K +28 +0.2%
PWP
824
Private Wealth Partners
California
$1.83M – – –
HCM
825
Howard Capital Management
Georgia
$1.82M +$870K +5,099 +91%
31 32
33
34 35