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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
CCG
801
Ceeto Capital Group
Florida
$1.87M +$40.9K +250 +2%
XWM
802
Xcel Wealth Management
Florida
$1.87M -$49.1K -300 -2%
TCOT
803
Trust Company of Toledo
Ohio
$1.87M -$17.8K -109 -0.9%
KW
804
KWB Wealth
California
$1.87M – – –
ZCM
805
Zenyatta Capital Management
Delaware
$1.86M +$2.04M +12,500 New
BOS
806
Bank of Stockton
California
$1.86M -$485K -2,968 -19%
ACP
807
Aviance Capital Partners
Florida
$1.85M -$23.7K -145 -1%
WG
808
Welch Group
Alabama
$1.84M -$14.4K -88 -0.7%
MA
809
Montag & Associates
Georgia
$1.83M +$16.5K +101 +0.8%
ECM
810
Everence Capital Management
Indiana
$1.82M -$864K -5,280 -30%
V
811
ValueWorks
New York
$1.8M -$28.5K -174 -1%
III
812
Independent Investors Inc
New York
$1.79M – – –
FMWA
813
Forvis Mazars Wealth Advisors
Missouri
$1.79M +$54.8K +335 +3%
CCM
814
Coldstream Capital Management
Washington
$1.79M -$84.7K -518 -4%
S
815
SignatureFD
Georgia
$1.78M +$158K +963 +9%
SIA
816
Schechter Investment Advisors
Michigan
$1.77M +$254K +1,552 +15%
BIAS
817
Beacon Investment Advisory Services
New Jersey
$1.76M -$1.08M -6,595 -36%
QI
818
QV Investors
Alberta, Canada
$1.76M -$42.5K -260 -2%
NHC
819
Nicholas Hoffman & Company
Georgia
$1.76M +$5.23K +32 +0.3%
BSA
820
Bull Street Advisors
Georgia
$1.76M – – –
SC
821
Savoie Capital
Illinois
$1.75M +$1.91M +11,700 New
MMPW
822
Mitchell McLeod Pugh & Williams
Alabama
$1.75M +$327 +2 +0%
BBA
823
BLB&B Advisors
Pennsylvania
$1.74M -$16.2K -99 -0.8%
CT
824
Caldwell Trust
Florida
$1.74M +$491 +3 +0%
EH
825
Equitable Holdings
New York
$1.73M +$449K +2,742 +31%
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