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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
SRC
1001
Sage Rhino Capital
California
$989K -$138K -879 -13%
LWANC
1002
Laurel Wealth Advisors (North Carolina)
North Carolina
$989K -$3.92K -25 -0.4%
RMC
1003
Resources Management Corp
Connecticut
$987K – – –
BAM
1004
Boyar Asset Management
New York
$986K – – –
CGL
1005
Clarius Group LLC
Washington
$984K +$15.3K +98 +2%
TAM
1006
Trust Asset Management
Texas
$983K +$106K +674 +13%
SCI
1007
Stableford Capital II
Arizona
$980K -$1.39M -8,874 -60%
WA
1008
Wealth Alliance
New York
$977K +$95.7K +611 +12%
COF
1009
Capital One Financial
Virginia
$976K – – –
SCI
1010
S&CO Inc
Massachusetts
$974K – – –
GFG
1011
Greystone Financial Group
Michigan
$973K +$29.8K +190 +3%
BMC
1012
Beaton Management Company
Massachusetts
$969K +$430K +2,747 +62%
NB
1013
NBT Bank
New York
$968K -$8.61K -55 -0.9%
CS
1014
Cannell & Spears
New York
$967K – – –
PWP
1015
Principle Wealth Partners
Connecticut
$966K +$15.7K +100 +2%
IC
1016
Inscription Capital
Texas
$966K +$915K +5,844 New
OFS
1017
Oldfather Financial Services
Nebraska
$965K – – –
UFF
1018
USA Financial Formulas
Michigan
$964K -$542K -3,460 -37%
TH
1019
TCTC Holdings
Texas
$960K – – –
PTC
1020
Private Trust Company
Ohio
$959K -$44.6K -285 -5%
BWM
1021
BNC Wealth Management
Oregon
$959K +$909K +5,805 New
PC
1022
Pecaut & Co
Iowa
$953K – – –
FNBOSM
1023
First National Bank of South Miami
Florida
$950K +$11.6K +74 +1%
KWM
1024
Kingsview Wealth Management
Oregon
$946K +$77.2K +493 +10%
MIM
1025
Meridiem Investment Management
United Kingdom
$940K -$9.4K -60 -1%
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