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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
ML
1051
McAdam LLC
Pennsylvania
$1.61M +$6.01K +29 +0.4%
TPW
1052
Transatlantique Private Wealth
New York
$1.61M +$207 +1 +0%
MFG
1053
Monte Financial Group
Connecticut
$1.61M -$5.18K -25 -0.4%
BOH
1054
Bank of Hawaii
Hawaii
$1.6M +$131K +632 +10%
FPCP
1055
Fort Point Capital Partners
California
$1.59M – – –
MA
1056
Mutual Advisors
Nebraska
$1.59M +$197K +949 +16%
GAM
1057
Groupama Asset Management
France
$1.59M -$2.93M -14,131 -81%
FFM
1058
Forum Financial Management
Illinois
$1.58M – – –
TAM
1059
Trust Asset Management
Texas
$1.58M – – –
OWP
1060
Obermeyer Wealth Partners
Colorado
$1.57M +$2.7K +13 +0.2%
BL
1061
Balentine LLC
Georgia
$1.57M +$41.9K +202 +3%
LAM
1062
L2 Asset Management
Massachusetts
$1.57M +$291K +1,402 +25%
AG
1063
AIA Group
Hong Kong
$1.57M -$2.46M -11,878 -63%
CIA
1064
Citadel Investment Advisory
Ohio
$1.57M – – –
PSB
1065
Piscataqua Savings Bank
New Hampshire
$1.57M -$2.7K -13 -0.2%
LSPW
1066
Lake Street Private Wealth
Illinois
$1.56M +$230K +1,107 +19%
GC
1067
Gratus Capital
Georgia
$1.55M +$1.09M +5,237 +331%
BFG
1068
Beacon Financial Group
Texas
$1.55M -$42.1K -203 -3%
AF
1069
Allworth Financial
California
$1.55M +$117K +563 +9%
IA
1070
Insight Advisors
Pennsylvania
$1.54M -$11.8K -57 -0.8%
SF
1071
Symphony Financial
Texas
$1.54M -$49.8K -240 -3%
GRP
1072
Global Retirement Partners
California
$1.54M +$59.7K +288 +4%
EIM
1073
Essex Investment Management
Massachusetts
$1.54M -$7.05K -34 -0.5%
RWB
1074
RMR Wealth Builders
New Jersey
$1.53M +$108K +523 +8%
EWM
1075
Empirical Wealth Management
Washington
$1.53M +$502K +2,423 +57%
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