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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
926
Beaumont Financial Advisors
Massachusetts
$1.28M -$18.5K -125 -1%
HCMG
927
Howard Capital Management Group
California
$1.27M – – –
RA
928
RFG Advisory
Alabama
$1.27M -$24.6K -166 -2%
ISL
929
Ingalls & Snyder LLC
New York
$1.27M -$148K -1,000 -10%
EGM
930
Engineers Gate Manager
New York
$1.27M -$1.52M -10,235 -54%
CBA
931
Coastal Bridge Advisors
Connecticut
$1.26M -$4.74K -32 -0.4%
WIC
932
Woodmont Investment Counsel
Tennessee
$1.26M -$889 -6 -0.1%
PAM
933
Palisade Asset Management
Minnesota
$1.26M -$296 -2 -0%
CDH
934
Charles D. Hyman
$1.25M -$14.8K -100 -1%
DEA
935
DoubleLine ETF Adviser
Florida
$1.25M +$1.25M +8,439 New
IAMOG
936
Investors Asset Management of Georgia
Georgia
$1.25M – – –
ARMT
937
Amica Retiree Medical Trust
Rhode Island
$1.25M +$141K +952 +13%
UAS
938
United Asset Strategies
New York
$1.24M +$89.6K +605 +8%
BHPW
939
Beverly Hills Private Wealth
California
$1.24M +$1.24M +8,402 New
CAG
940
Crestwood Advisors Group
Massachusetts
$1.24M +$138K +933 +12%
WWM
941
Western Wealth Management
Colorado
$1.24M -$988K -6,670 -44%
AWM
942
Axxcess Wealth Management
California
$1.24M +$1.24M +8,364 New
GC
943
Grimes & Company
Massachusetts
$1.23M -$2.52K -17 -0.2%
WC
944
Woodstock Corp
Massachusetts
$1.23M -$11.1K -75 -0.9%
ANB
945
Amarillo National Bank
Texas
$1.23M – – –
GPFA
946
Game Plan Financial Advisors
Ohio
$1.23M +$118K +798 +11%
SFO
947
Stokes Family Office
Louisiana
$1.23M -$25K -169 -2%
OPCM
948
Osborne Partners Capital Management
California
$1.22M +$1.93K +13 +0.2%
MSAM
949
Moloney Securities Asset Management
Missouri
$1.22M – – –
LFG
950
Lazard Frères Gestion
France
$1.22M -$84.8K -572 -6%
36 37
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