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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
PGWM
951
Parisi Gray Wealth Management
New Jersey
$627K +$2.46K +25 +0.4%
CPA
952
Capital Planning Advisors
California
$626K -$665K -6,755 -52%
LFAS
953
Level Four Advisory Services
Texas
$624K -$151K -1,530 -20%
SP
954
Symmetry Partners
Connecticut
$624K +$204K +2,075 +50%
EAM
955
Erste Asset Management
Austria
$621K +$313K +3,185 +100%
SWRP
956
Summit Wealth & Retirement Planning
California
$620K -$14.3K -145 -2%
FWCM
957
Ferguson Wellman Capital Management
Oregon
$619K -$2.16K -22 -0.4%
LCM
958
Laurion Capital Management
New York
$619K +$362K +3,679 +147%
LWANC
959
Laurel Wealth Advisors (North Carolina)
North Carolina
$618K – – –
KWM
960
Kingsview Wealth Management
Oregon
$613K +$42.7K +434 +8%
OFS
961
Oldfather Financial Services
Nebraska
$610K – – –
WC
962
Weil Company
California
$609K – – –
BAM
963
Boyar Asset Management
New York
$608K – – –
SM
964
Sciencast Management
New Jersey
$607K -$2.06M -20,918 -79%
PVWM
965
Point View Wealth Management
New Jersey
$607K -$8.85K -90 -1%
MCM
966
Manchester Capital Management
Vermont
$606K -$118K -1,197 -17%
SBL
967
Sargent Bickham Lagudis
Colorado
$605K -$4.92K -50 -0.8%
RMC
968
Resources Management Corp
Connecticut
$604K -$187K -1,900 -24%
CC
969
Centiva Capital
New York
$603K -$71K -722 -11%
CIA
970
Capital Investment Advisors
Georgia
$601K -$5.31K -54 -0.9%
LRPA
971
L. Roy Papp & Associates
Arizona
$596K -$27.6K -281 -5%
MOS
972
MGO One Seven
Ohio
$596K – – –
WWM
973
Western Wealth Management
Colorado
$596K +$18.8K +191 +3%
ZB
974
Zions Bancorporation
Utah
$593K -$3.94K -40 -0.7%
CS
975
Cannell & Spears
New York
$593K – – –
37 38
39
40 41