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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
VAG
976
VisionPoint Advisory Group
Texas
$1.31M +$248K +1,496 +21%
SFO
977
Stokes Family Office
Louisiana
$1.31M -$63.9K -385 -5%
EFS
978
Essex Financial Services
Connecticut
$1.29M +$54.4K +328 +4%
SIA
979
SkyView Investment Advisors
New Jersey
$1.28M +$10.3K +62 +0.8%
KS
980
Karpas Strategies
Connecticut
$1.28M -$30K -181 -2%
BOH
981
Bank of Hawaii
Hawaii
$1.27M -$4.48K -27 -0.3%
ABC
982
Associated Banc-Corp
Wisconsin
$1.26M +$332 +2 +0%
WA
983
Wealth Advisors
California
$1.26M +$10.8K +65 +0.8%
BIC
984
Beach Investment Counsel
Pennsylvania
$1.26M -$16.6K -100 -1%
SAG
985
SageView Advisory Group
California
$1.26M +$238K +1,434 +23%
SWMG
986
Signature Wealth Management Group
Georgia
$1.25M -$633K -3,814 -33%
CWM
987
Chesapeake Wealth Management
Virginia
$1.25M +$29K +175 +2%
MFG
988
Merit Financial Group
Georgia
$1.25M -$22.9K -138 -2%
LWP
989
Lumature Wealth Partners
Georgia
$1.23M +$125K +752 +11%
SA
990
SRN Advisors
Pennsylvania
$1.23M -$343K -2,067 -21%
CB
991
Cadence Bank
Mississippi
$1.23M -$62.7K -378 -5%
JIC
992
Joel Isaacson & Co
New York
$1.23M – – –
LFG
993
Lazard Frères Gestion
France
$1.22M +$87.9K +530 +6%
KAM
994
Knightsbridge Asset Management
California
$1.22M +$217K +1,309 +22%
IP
995
Intellectus Partners
California
$1.21M -$91.2K -550 -7%
MAM
996
Morse Asset Management
Connecticut
$1.21M -$67.2K -405 -5%
SCM
997
Stevens Capital Management
Pennsylvania
$1.21M +$1.22M +7,337 New
AIP
998
Ameritas Investment Partners
Nebraska
$1.21M -$9.62K -58 -0.8%
CGL
999
Clarius Group LLC
Washington
$1.21M +$23.6K +142 +2%
STC
1000
Sarah T. Connolly
$1.2M – – –
38 39
40
41 42