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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
HSA
951
HBK Sorce Advisory
Pennsylvania
$2.05M +$89.8K +433 +5%
ECM
952
Evergreen Capital Management
Washington
$2.05M +$54.9K +265 +3%
WPC
953
Wedmont Private Capital
Pennsylvania
$2.05M +$42.1K +203 +2%
AA
954
Argent Advisors
Louisiana
$2.04M -$2.49K -12 -0.1%
CIA
955
Concurrent Investment Advisors
Florida
$2.04M -$1.05M -5,078 -36%
CAG
956
Csenge Advisory Group
Florida
$2.04M +$27.4K +132 +1%
LSAG
957
Lake Street Advisors Group
New Hampshire
$2.02M -$20.7K -100 -1%
CBA
958
Coastal Bridge Advisors
Connecticut
$2.01M +$2.07K +10 +0.1%
FFO
959
Fiduciary Family Office
Florida
$2.01M +$235K +1,133 +15%
MPPLM
960
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.01M +$1.32M +6,386 +261%
AWM
961
Axxcess Wealth Management
California
$2.01M +$893K +4,306 +96%
PIMJS
962
PKO Investment Management Joint-Stock
Poland
$2M +$1.81M +8,753 New
BFA
963
Beaumont Financial Advisors
Massachusetts
$2M – – –
I
964
INVST
Indiana
$1.98M +$38.6K +186 +2%
FHA
965
First Horizon Advisors
Tennessee
$1.98M +$34.8K +168 +2%
MGIA
966
Moneta Group Investment Advisors
Missouri
$1.98M +$239K +1,155 +15%
BAM
967
Berkshire Asset Management
Pennsylvania
$1.98M +$415 +2 +0%
SAG
968
SageView Advisory Group
California
$1.97M -$469K -2,261 -21%
P
969
Pitcairn
Pennsylvania
$1.96M +$47.5K +229 +3%
HCMG
970
Howard Capital Management Group
California
$1.96M – – –
NHC
971
Nicholas Hoffman & Company
Georgia
$1.96M -$608K -2,933 -25%
WKWM
972
Walter & Keenan Wealth Management
Indiana
$1.95M – – –
PFBT
973
Parkside Financial Bank & Trust
Missouri
$1.95M +$132K +637 +8%
WGCA
974
Wolf Group Capital Advisors
Virginia
$1.94M – – –
IAMOG
975
Investors Asset Management of Georgia
Georgia
$1.94M -$222K -1,072 -11%
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