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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
AT
801
Arden Trust
Delaware
$1.95M -$218K -1,278 -10%
LA
802
Lifeworks Advisors
Michigan
$1.95M +$2.03M +11,911 New
SSWM
803
Smith Salley Wealth Management
North Carolina
$1.95M +$4.6K +27 +0.2%
CW
804
CreativeOne Wealth
Kansas
$1.93M -$3.58K -21 -0.2%
RHBC
805
R.H. Bluestein & Co
Michigan
$1.93M -$122K -715 -6%
LBC
806
Lowe Brockenbrough & Co
Virginia
$1.92M – – –
MWM
807
Madison Wealth Management
Ohio
$1.92M +$7.84K +46 +0.4%
BSA
808
Bull Street Advisors
Georgia
$1.9M -$61.4K -360 -3%
LT
809
Lindsell Train
United Kingdom
$1.9M – – –
TI
810
Tidal Investments
Wisconsin
$1.9M -$166K -974 -8%
ACP
811
Arcus Capital Partners
Georgia
$1.9M – – –
B
812
Bailard
California
$1.89M +$7.33K +43 +0.4%
GJIC
813
Gamble Jones Investment Counsel
California
$1.89M – – –
PDN
814
Pensionfund DSM Netherlands
Netherlands
$1.88M – – –
IIL
815
Insight Inv LLC
California
$1.88M +$1.96M +11,486 New
AR
816
Advisory Research
Illinois
$1.87M +$91.9K +539 +5%
LHC
817
Little House Capital
Massachusetts
$1.87M +$776K +4,549 +66%
ARC
818
Advisor Resource Council
Texas
$1.86M +$136K +798 +8%
USCWA
819
U.S. Capital Wealth Advisors
Texas
$1.85M +$14K +82 +0.7%
NL
820
NVWM LLC
Pennsylvania
$1.85M -$1M -5,871 -34%
JCM
821
Jacobi Capital Management
Pennsylvania
$1.85M +$512 +3 +0%
PH
822
Pinnacle Holdings
Oklahoma
$1.84M +$4.78K +28 +0.2%
PWP
823
Private Wealth Partners
California
$1.83M – – –
HCM
824
Howard Capital Management
Georgia
$1.82M +$870K +5,099 +91%
CCP
825
Corient Capital Partners
California
$1.82M -$9.55K -56 -0.5%
31 32
33
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