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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
ACG
1001
Allen Capital Group
Nebraska
$735K +$23.9K +200 +4%
WWM
1002
Western Wealth Management
Colorado
$734K -$20.6K -172 -3%
SCI
1003
S&CO Inc
Massachusetts
$734K – – –
CAM
1004
Cypress Asset Management
Texas
$731K +$329K +2,750 +88%
SBL
1005
Sargent Bickham Lagudis
Colorado
$730K – – –
CIA
1006
Capital Investment Advisors
Georgia
$729K -$31.7K -265 -4%
OTPPB
1007
Ontario Teachers' Pension Plan Board
Ontario, Canada
$725K -$6.52M -54,543 -90%
LSAG
1008
Lake Street Advisors Group
New Hampshire
$725K +$18.2K +152 +3%
WA
1009
WBH Advisory
Maryland
$722K -$28.4K -238 -4%
MAFM
1010
Mid Atlantic Financial Management
Pennsylvania
$705K +$61.3K +513 +10%
GC
1011
Garde Capital
Washington
$702K -$52.3K -438 -7%
BSA
1012
Bull Street Advisors
Georgia
$702K +$12K +100 +2%
CS
1013
Cannell & Spears
New York
$699K +$7.53K +63 +1%
SAM
1014
S.A. Mason
Michigan
$695K +$667K +5,585 New
MOS
1015
MGO One Seven
Ohio
$694K +$6.45K +54 +1%
LW
1016
Linscomb Wealth
Texas
$688K +$228K +1,905 +53%
OIA
1017
OneDigital Investment Advisors
Kansas
$687K – – –
BIA
1018
Bigelow Investment Advisors
Maine
$686K +$2.99K +25 +0.5%
RC
1019
RegentAtlantic Capital
New Jersey
$685K +$1.2K +10 +0.2%
YWP
1020
YorkBridge Wealth Partners
New York
$684K -$5.26K -44 -0.8%
LS
1021
Livforsakringsbolaget Skandia
Sweden
$677K -$323K -2,700 -33%
WA
1022
WP Advisors
California
$675K +$22.6K +189 +4%
BAM
1023
Belpointe Asset Management
Nevada
$673K +$209K +1,746 +48%
BIM
1024
Bridges Investment Management
Nebraska
$669K -$236K -1,974 -27%
HC
1025
HNP Capital
New York
$668K – – –
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