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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
VST
926
Van Strum & Towne
California
$3.32M – – –
GIO
927
Galilei Investment Office
United Kingdom
$3.31M – – –
UHC
928
Union Heritage Capital
Michigan
$3.31M – – –
CA
929
Cannon Advisors
North Carolina
$3.3M +$665K +2,091 +29%
MC
930
Moors & Cabot
Massachusetts
$3.3M +$126K +395 +4%
XWM
931
Xcel Wealth Management
Florida
$3.3M -$41.4K -130 -1%
IVP
932
Intrinsic Value Partners
Arizona
$3.3M -$23.2K -73 -0.7%
IAS
933
Insigneo Advisory Services
Florida
$3.29M +$158K +496 +5%
LFAS
934
Level Four Advisory Services
Texas
$3.28M +$773K +2,431 +33%
DAM
935
Doheny Asset Management
California
$3.27M – – –
DWM
936
Dynasty Wealth Management
Florida
$3.27M +$1.31M +4,104 +71%
IPW
937
Inlet Private Wealth
Florida
$3.27M +$15.9K +50 +0.5%
KC
938
Knuff & Co
California
$3.27M – – –
WWM
939
Wolff Wiese Magana
California
$3.25M -$22.3K -70 -0.7%
TC
940
TAGStone Capital
North Carolina
$3.24M – – –
ATPW
941
Ashton Thomas Private Wealth
Arizona
$3.24M +$252K +792 +9%
IFWM
942
Institute for Wealth Management
Colorado
$3.23M -$23.5K -74 -0.8%
RCAG
943
Rehmann Capital Advisory Group
Michigan
$3.22M +$12.4K +39 +0.4%
SC
944
Sawyer & Company
Massachusetts
$3.22M +$131K +413 +4%
RCM
945
RB Capital Management
Nevada
$3.19M +$177K +555 +6%
FWCM
946
Ferguson Wellman Capital Management
Oregon
$3.19M -$188K -591 -6%
GCC
947
Guardian Capital (Canada)
Ontario, Canada
$3.18M – – –
NL
948
NVWM LLC
Pennsylvania
$3.18M -$79.5K -250 -3%
A
949
AustralianSuper
Australia
$3.18M -$1.79M -5,641 -37%
PWM
950
Parkshore Wealth Management
California
$3.17M +$7K +22 +0.2%
36 37
38
39 40