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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
IP
976
Intellectus Partners
California
$1.2M +$32.7K +200 +3%
UHC
977
Union Heritage Capital
Michigan
$1.19M – – –
MPWT
978
MassMutual Private Wealth & Trust
Connecticut
$1.19M -$49.7K -304 -4%
BOH
979
Bank of Hawaii
Hawaii
$1.19M +$45K +275 +4%
GG
980
Greenwood Gearhart
Arkansas
$1.19M – – –
PFBT
981
Parkside Financial Bank & Trust
Missouri
$1.19M +$472K +2,883 +57%
FNBT
982
FineMark National Bank & Trust
Florida
$1.18M -$42.5K -260 -3%
VA
983
Vident Advisory
Georgia
$1.18M +$1.3M +7,924 New
RMAM
984
Raab & Moskowitz Asset Management
New Jersey
$1.18M -$5.07K -31 -0.4%
AI
985
AXS Investments
New York
$1.18M +$54K +330 +4%
MWM
986
Meridian Wealth Management
Kentucky
$1.18M +$620K +3,791 +93%
EM
987
Excalibur Management
Massachusetts
$1.17M -$7.36K -45 -0.6%
SFO
988
Stokes Family Office
Louisiana
$1.17M -$27.8K -170 -2%
WA
989
Wealth Advisors
California
$1.16M – – –
JIC
990
Joel Isaacson & Co
New York
$1.16M +$57.2K +350 +5%
LSA
991
Leonteq Securities AG
Switzerland
$1.15M +$502K +3,070 +66%
FHA
992
First Horizon Advisors
Tennessee
$1.15M +$142K +866 +13%
SIA
993
Strategic Investment Advisors
Michigan
$1.14M -$152K -931 -11%
BIC
994
Beach Investment Counsel
Pennsylvania
$1.14M – – –
ST
995
Spinnaker Trust
Maine
$1.14M +$313K +1,913 +33%
MF
996
Magnetar Financial
Illinois
$1.14M +$1.25M +7,616 New
AWA
997
Arete Wealth Advisors
Illinois
$1.13M +$168K +1,028 +16%
ABC
998
Associated Banc-Corp
Wisconsin
$1.13M -$10.6K -65 -0.9%
CB
999
Community Bank
New York
$1.12M -$62.6K -383 -5%
RWM
1000
Ritholtz Wealth Management
New York
$1.11M +$83.1K +508 +7%
38 39
40
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