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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
BIC
1051
Beach Investment Counsel
Pennsylvania
$1.86M -$143K -573 -8%
RCIM
1052
Red Cedar Investment Management
Michigan
$1.85M +$1M +4,022 +143%
DWM
1053
Dynasty Wealth Management
Florida
$1.84M +$29.4K +118 +2%
CFM
1054
Catalyst Funds Management
Australia
$1.84M +$1.42M +5,700 +518%
OWP
1055
Obermeyer Wealth Partners
Colorado
$1.84M -$162K -649 -9%
FCI
1056
Financial Counselors Inc
Kansas
$1.84M +$161K +647 +11%
CFFP
1057
Center for Financial Planning
Michigan
$1.83M -$110K -442 -6%
LWCFA
1058
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.83M +$57K +229 +3%
BTI
1059
Blue Trust Inc
Georgia
$1.83M +$623K +2,502 +46%
CCFCSB
1060
Cape Cod Five Cents Savings Bank
Massachusetts
$1.81M -$219K -881 -12%
CCA
1061
Checchi Capital Advisers
California
$1.81M +$29.1K +117 +2%
RSWM
1062
Robertson Stephens Wealth Management
California
$1.81M +$167K +672 +11%
BO
1063
Bank OZK
Arkansas
$1.81M -$12.9K -52 -0.8%
SSA
1064
Schonfeld Strategic Advisors
New York
$1.81M -$11.9M -47,867 -88%
PTC
1065
Private Trust Company
Ohio
$1.8M +$251K +1,007 +18%
LEA
1066
Legacy Edge Advisors
New York
$1.8M -$49.6K -199 -3%
DWP
1067
Daymark Wealth Partners
Ohio
$1.8M +$88.6K +356 +0.4%
AG
1068
Ascent Group
Virginia
$1.8M +$127K +509 +8%
JSW
1069
Journey Strategic Wealth
New Jersey
$1.79M +$235K +942 +17%
ML
1070
McAdam LLC
Pennsylvania
$1.79M -$153K -613 -9%
FFM
1071
Forum Financial Management
Illinois
$1.79M +$249 +1 +0%
UFF
1072
USA Financial Formulas
Michigan
$1.78M +$33.4K +134 +2%
FPAS
1073
Focus Partners Advisor Solutions
Missouri
$1.78M +$44.6K +179 +3%
VWM
1074
Venturi Wealth Management
Texas
$1.78M +$65.7K +264 +4%
GC
1075
GFG Capital
Florida
$1.77M +$63K +253 +3%
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