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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
WIS
826
Wright Investors Service
Connecticut
$4.25M -$869K -2,593 -16%
DACS
827
Dymon Asia Capital (Singapore)
Singapore
$4.23M +$4.69M +14,000 New
EWM
828
Empirical Wealth Management
Washington
$4.23M +$10.4K +31 +0.2%
BFA
829
Brendel Financial Advisors
New Hampshire
$4.22M – – –
CLIP
830
Colter Lewis Investment Partners
Connecticut
$4.22M -$3.36M -10,015 -42%
JIC
831
Joel Isaacson & Co
New York
$4.22M +$18.8K +56 +0.4%
CC
832
Chicago Capital
Illinois
$4.21M +$67.7K +202 +1%
JAG
833
Journey Advisory Group
Kentucky
$4.19M -$169K -503 -4%
CTA
834
Clear Trail Advisors
Texas
$4.19M +$108K +323 +2%
FMTC
835
Farmers & Merchants Trust Company
California
$4.18M -$761K -2,270 -14%
WC
836
Wynn Capital
Georgia
$4.18M -$53K -158 -1%
NP
837
NorthRock Partners
Minnesota
$4.17M -$205K -612 -4%
SFS
838
Sowell Financial Services
Arkansas
$4.17M +$601K +1,791 +15%
PA
839
Parallel Advisors
California
$4.17M +$70.1K +209 +2%
SWK
840
Stephen W. Kidder
$4.15M +$876K +2,612 +23%
EI
841
EFG International
$4.15M -$2.08M -6,207 -31%
PMWMG
842
Parr McKnight Wealth Management Group
Minnesota
$4.15M +$41.6K +124 +0.9%
CC
843
Constitution Capital
Connecticut
$4.14M +$134K +400 +3%
SFGP
844
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$4.13M +$4.2M +12,521 +1,120%
SSW
845
Stone Summit Wealth
Florida
$4.12M -$207K -616 -4%
LFIA
846
Legacy Financial Independent Advisors
Kentucky
$4.12M +$4.57M +13,624 New
RA
847
RFG Advisory
Alabama
$4.12M +$175K +523 +4%
GD
848
Grandfield & Dodd
New York
$4.05M +$33.5K +100 +0.8%
HTC
849
Haverford Trust Company
Pennsylvania
$4.05M -$204K -608 -4%
WSFS
850
Wilmington Savings Fund Society
Delaware
$4.04M -$79.1K -236 -2%
32 33
34
35 36