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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
1051
Icon Wealth Advisors
Texas
$902K +$1.01M +6,689 New
GIA
1052
Gladstone Institutional Advisory
Florida
$901K -$162K -1,067 -14%
IP
1053
Intellectus Partners
California
$899K +$208K +1,374 +26%
APW
1054
Aurora Private Wealth
New Jersey
$898K -$18.9K -125 -2%
CCIA
1055
Campbell & Co Investment Adviser
Maryland
$898K +$707K +4,668 +235%
MFG
1056
Monte Financial Group
Connecticut
$890K +$15.1K +100 +2%
SAIG
1057
Semper Augustus Investments Group
Colorado
$889K -$2.1M -13,858 -68%
PWP
1058
Principle Wealth Partners
Connecticut
$888K +$89.3K +590 +10%
HFM
1059
Harvest Fund Management
China
$887K +$49.2K +325 +5%
BL
1060
Balentine LLC
Georgia
$887K +$312K +2,063 +46%
LCS
1061
Levin Capital Strategies
New York
$886K +$227K +1,500 +30%
DPIM
1062
Duff & Phelps Investment Management
Illinois
$884K -$60.5K -400 -6%
SCM
1063
Shelton Capital Management
Colorado
$882K -$10.9K -72 -1%
SA
1064
Strategic Advisors
New York
$870K -$78.3K -517 -7%
DAM
1065
Derbend Asset Management
Georgia
$865K +$454 +3 +0%
WG
1066
Winton Group
United Kingdom
$865K +$281K +1,854 +41%
ST
1067
Spinnaker Trust
Maine
$860K -$18.2K -120 -2%
AWM
1068
Apollon Wealth Management
South Carolina
$857K -$7.87K -52 -0.8%
SCI
1069
S&CO Inc
Massachusetts
$849K – – –
SSG
1070
Summit Securities Group
New York
$848K +$65.5K +433 +7%
PGWM
1071
Parisi Gray Wealth Management
New Jersey
$845K +$3.03K +20 +0.3%
PC
1072
Pecaut & Co
Iowa
$845K +$121K +797 +15%
OR
1073
Olympiad Research
Connecticut
$842K +$123K +810 +15%
VT
1074
Vise Technologies
New York
$840K +$137K +907 +17%
BCM
1075
Becker Capital Management
Oregon
$835K – – –
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