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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
XWM
926
Xcel Wealth Management
Florida
$2.91M – – –
HCM
927
Hodges Capital Management
Texas
$2.9M -$1.05M -3,646 -27%
MC
928
Moors & Cabot
Massachusetts
$2.88M +$116K +405 +4%
NAM
929
NTV Asset Management
West Virginia
$2.87M -$96.5K -336 -3%
SS
930
SBI Securities
Japan
$2.87M +$2.78M +9,668 New
HI
931
Horizon Investments
North Carolina
$2.87M +$54K +188 +2%
HSA
932
HBK Sorce Advisory
Pennsylvania
$2.87M +$89.6K +312 +3%
MWM
933
Mission Wealth Management
California
$2.87M -$185K -643 -6%
MMPW
934
Mitchell McLeod Pugh & Williams
Alabama
$2.86M -$555K -1,933 -17%
EW
935
Evoke Wealth
California
$2.85M +$13.2K +46 +0.5%
FSA
936
Financial Security Advisor
Virginia
$2.84M -$26.4K -92 -1%
MHIC
937
Marble Harbor Investment Counsel
Massachusetts
$2.84M -$7.18K -25 -0.3%
ACA
938
Aptus Capital Advisors
Alabama
$2.83M +$498K +1,732 +22%
SAM
939
Sawgrass Asset Management
Florida
$2.82M -$211K -736 -7%
PWM
940
Parkshore Wealth Management
California
$2.81M +$2.72M +9,479 New
TC
941
TAGStone Capital
North Carolina
$2.81M +$31K +108 +1%
ZF
942
Zhang Financial
Michigan
$2.8M +$208K +724 +8%
PT
943
Plimoth Trust
Massachusetts
$2.8M -$31K -108 -1%
JSSH
944
J. Safra Sarasin Holding
$2.79M -$332K -1,156 -11%
PFBT
945
Parkside Financial Bank & Trust
Missouri
$2.78M +$34.8K +121 +1%
QI
946
Qtron Investments
Massachusetts
$2.78M -$359K -1,251 -12%
IFWM
947
Institute for Wealth Management
Colorado
$2.77M -$14.9K -52 -0.6%
BIA
948
Beacon Investment Advisors
Maryland
$2.77M – – –
RWM
949
Ritholtz Wealth Management
New York
$2.76M +$128K +446 +5%
ECM
950
Evergreen Capital Management
Washington
$2.76M -$23.6K -82 -0.9%
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