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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
926
FDx Advisors
Illinois
$1.45M – – –
WKWM
927
Walter & Keenan Wealth Management
Indiana
$1.44M +$216K +1,302 +17%
CFFP
928
Center for Financial Planning
Michigan
$1.44M – – –
AWA
929
Arete Wealth Advisors
Illinois
$1.44M -$84.9K -512 -6%
WWM
930
Western Wealth Management
Colorado
$1.44M +$57.7K +348 +4%
TFCM
931
Taylor Frigon Capital Management
Arizona
$1.44M -$14.9K -90 -1%
HSA
932
HBK Sorce Advisory
Pennsylvania
$1.44M -$3.28M -19,755 -69%
AA
933
Argent Advisors
Louisiana
$1.44M -$1.82K -11 -0.1%
NAM
934
NTV Asset Management
West Virginia
$1.43M – – –
BFA
935
Beaumont Financial Advisors
Massachusetts
$1.43M – – –
SIA
936
Strategic Investment Advisors
Michigan
$1.43M -$68.7K -414 -5%
OFS
937
Oldfather Financial Services
Nebraska
$1.42M +$553K +3,331 +63%
VF
938
Vest Financial
Virginia
$1.42M +$1M +6,031 +233%
HCMG
939
Howard Capital Management Group
California
$1.42M – – –
FNBT
940
FineMark National Bank & Trust
Florida
$1.42M +$64K +386 +5%
WTA
941
Washington Trust Advisors
Massachusetts
$1.41M -$45.6K -275 -3%
ECM
942
Evergreen Capital Management
Washington
$1.41M +$74.5K +449 +6%
UAS
943
United Asset Strategies
New York
$1.41M +$24.6K +148 +2%
RG
944
Rathbones Group
United Kingdom
$1.41M -$376K -2,269 -21%
CBA
945
Coastal Bridge Advisors
Connecticut
$1.41M +$1.66K +10 +0.1%
IAMOG
946
Investors Asset Management of Georgia
Georgia
$1.41M +$19.1K +115 +1%
GAM
947
Gotham Asset Management
New York
$1.4M +$752K +4,531 +114%
DEA
948
DoubleLine ETF Adviser
Florida
$1.39M -$2.32K -14 -0.2%
HCA
949
Harbor Capital Advisors
Illinois
$1.38M +$1.39M +8,391 New
RIL
950
Rothschild Investment LLC
Illinois
$1.38M -$444K -2,678 -24%
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