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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
HG
876
Herbst Group
Connecticut
$1.46M – – –
USGIU
877
U.S. Global Investors (USGI)
Texas
$1.46M -$396K -2,400 -19%
CBB
878
Citizens Business Bank
California
$1.46M – – –
SHWM
879
Silicon Hills Wealth Management
Texas
$1.45M -$300K -1,814 -15%
PA
880
Parallel Advisors
California
$1.45M +$113K +682 +7%
CG
881
Caprock Group
Idaho
$1.45M +$58K +351 +3%
BCM
882
Brookstone Capital Management
Illinois
$1.44M +$66.2K +401 +4%
CWMU
883
Caliber Wealth Management (Utah)
Utah
$1.44M +$1.71M +10,372 New
MGP
884
Metis Global Partners
California
$1.43M +$37.8K +229 +2%
PIM
885
Penobscot Investment Management
Massachusetts
$1.43M – – –
IWM
886
IHT Wealth Management
Illinois
$1.43M +$37K +224 +2%
SJIM
887
St. Johns Investment Management
Florida
$1.43M +$40.8K +247 +2%
RIL
888
Rothschild Investment LLC
Illinois
$1.42M +$40.6K +246 +2%
ZCM
889
Ziegler Capital Management
Illinois
$1.42M +$104K +628 +7%
CDH
890
Charles D. Hyman
$1.42M – – –
WI
891
Wintrust Investments
Illinois
$1.42M -$98.4K -596 -6%
IFWM
892
Institute for Wealth Management
Colorado
$1.41M +$11.9K +72 +0.7%
SIA
893
Schechter Investment Advisors
Michigan
$1.41M -$104K -628 -6%
I
894
INVST
Indiana
$1.4M +$8.42K +51 +0.6%
LFM
895
LGT Fund Management
Liechtenstein
$1.4M +$157K +952 +10%
WWA
896
WCG Wealth Advisors
Nevada
$1.4M +$1.67M +10,107 New
FTDI
897
First Trust Direct Indexing
Massachusetts
$1.4M -$96.8K -586 -5%
CCP
898
Cunning Capital Partners
North Carolina
$1.4M +$1.66M +10,070 New
IC
899
IEQ Capital
California
$1.39M -$732K -4,433 -31%
GIA
900
Gateway Investment Advisers
Ohio
$1.39M +$10.1K +61 +0.6%
34 35
36
37 38