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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
PFSC
926
Peoples Financial Services Corp
Pennsylvania
$3.15M -$296K -1,052 -10%
DAM
927
Doheny Asset Management
California
$3.15M – – –
WWM
928
Wolff Wiese Magana
California
$3.14M -$58.5K -208 -2%
KC
929
Knuff & Co
California
$3.14M – – –
BPWM
930
BCS Private Wealth Management
New Jersey
$3.13M +$2.76M +9,821 New
EW
931
Evoke Wealth
California
$3.13M +$73.2K +260 +3%
NL
932
NVWM LLC
Pennsylvania
$3.13M -$1.54M -5,454 -36%
IPW
933
Inlet Private Wealth
Florida
$3.12M – – –
IFWM
934
Institute for Wealth Management
Colorado
$3.12M +$53.2K +189 +2%
ECM
935
Evergreen Capital Management
Washington
$3.11M +$68.7K +244 +3%
MPWT
936
MassMutual Private Wealth & Trust
Connecticut
$3.11M +$114K +406 +4%
NAM
937
NTV Asset Management
West Virginia
$3.09M – – –
IA
938
IFP Advisors
Florida
$3.08M -$462K -1,640 -15%
SWP
939
Strategic Wealth Partners
Ohio
$3.08M +$2.72M +9,670 New
RCAG
940
Rehmann Capital Advisory Group
Michigan
$3.08M -$503K -1,788 -16%
EHWM
941
Eads & Heald Wealth Management
Georgia
$3.08M -$180K -641 -6%
GCC
942
Guardian Capital (Canada)
Ontario, Canada
$3.06M +$113K +400 +4%
AA
943
Argent Advisors
Louisiana
$3.05M +$49K +174 +2%
HFM
944
Hartford Funds Management
Pennsylvania
$3.05M -$173K -614 -6%
MC
945
Moors & Cabot
Massachusetts
$3.05M +$66.4K +236 +3%
AG
946
Ascent Group
Virginia
$3.04M +$212K +753 +9%
RG
947
Rathbones Group
United Kingdom
$3.04M -$356K -1,266 -12%
PWM
948
Parkshore Wealth Management
California
$3.04M +$6.47K +23 +0.2%
SFO
949
Stenger Family Office
Illinois
$3.03M +$2.81M +10,001 New
DAS
950
Diversify Advisory Services
Utah
$3.03M +$1.46M +5,171 +107%
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