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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
1051
SOA Wealth Advisors
New York
$949K -$45.6K -276 -4%
ARMT
1052
Amica Retiree Medical Trust
Rhode Island
$947K +$123K +747 +12%
MOS
1053
MGO One Seven
Ohio
$946K -$16.8K -102 -1%
CA
1054
Continuum Advisory
Idaho
$942K +$188K +1,137 +20%
VC
1055
Veracity Capital
Georgia
$941K -$8.42K -51 -0.7%
APW
1056
Aurora Private Wealth
New Jersey
$940K +$20.6K +125 +2%
SBH
1057
Segall Bryant & Hamill
Illinois
$937K – – –
ML
1058
McAdam LLC
Pennsylvania
$935K +$72.7K +440 +7%
LNB
1059
Ledyard National Bank
$932K +$147K +892 +15%
LWM
1060
Laidlaw Wealth Management
New York
$932K +$707K +4,283 +176%
IWP
1061
Icon Wealth Partners
Texas
$928K -$11.9K -72 -1%
SCM
1062
Shelton Capital Management
Colorado
$916K -$1.92M -11,600 -64%
ECM
1063
Evergreen Capital Management
Washington
$916K -$246K -1,492 -18%
LWAM
1064
Legacy Wealth Asset Management
Minnesota
$910K +$5.45K +33 +0.5%
HI
1065
Harbour Investments
Wisconsin
$907K +$1.08M +6,542 New
CI
1066
Conning Inc
Connecticut
$901K -$6.61K -40 -0.6%
MFG
1067
Monte Financial Group
Connecticut
$901K +$93.2K +564 +10%
ST
1068
Spinnaker Trust
Maine
$900K +$165K +1,000 +18%
TAM
1069
Trust Asset Management
Texas
$896K +$3.8K +23 +0.4%
CMANY
1070
Capital Management Associates (New York)
New York
$892K +$167K +1,013 +19%
HSA
1071
HBK Sorce Advisory
Pennsylvania
$891K -$1.22M -7,401 -54%
TPA
1072
Trivium Point Advisory
Connecticut
$891K -$42.1K -255 -4%
FNBOSM
1073
First National Bank of South Miami
Florida
$891K +$9.09K +55 +0.9%
DAM
1074
Derbend Asset Management
Georgia
$889K +$165 +1 +0%
SAM
1075
Sompo Asset Management
Japan
$888K -$1.39M -8,440 -57%
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