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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
MG
1076
Mather Group
Illinois
$905K -$61.5K -376 -6%
ECG
1077
Edge Capital Group
Georgia
$904K -$4.57M -27,952 -82%
BCM
1078
Becker Capital Management
Oregon
$896K -$38.4K -235 -4%
SGI
1079
Summit Global Investments
Utah
$896K +$156K +952 +19%
WC
1080
Weil Company
California
$895K – – –
HI
1081
Harbour Investments
Wisconsin
$895K -$21.4K -131 -2%
CPG
1082
Cornerstone Planning Group
New Jersey
$893K -$981 -6 -0.1%
ATPW
1083
Ashton Thomas Private Wealth
Arizona
$889K +$108K +660 +12%
LNB
1084
Ledyard National Bank
$888K -$16K -98 -2%
WCM
1085
Weik Capital Management
Pennsylvania
$884K +$123K +755 +15%
WA
1086
Wealth Alliance
New York
$882K +$17.2K +105 +2%
CS
1087
Cannell & Spears
New York
$875K +$2.13K +13 +0.2%
GCGDR
1088
Geo Capital Gestora de Recursos
Brazil
$874K -$1.48M -9,021 -61%
CIC
1089
Cornercap Investment Counsel
Georgia
$873K +$957K +5,850 New
LWCFA
1090
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$872K – – –
EIP
1091
Ellis Investment Partners
Pennsylvania
$870K -$2.45K -15 -0.3%
SP
1092
Symmetry Partners
Connecticut
$870K -$223K -1,362 -19%
LC
1093
Lavaca Capital
Texas
$868K +$41.7K +255 +5%
HFM
1094
Hartford Funds Management
Pennsylvania
$865K -$59.5K -364 -6%
FA
1095
FDx Advisors
Illinois
$865K -$534K -3,265 -36%
HWP
1096
Highline Wealth Partners
California
$862K – – –
WANY
1097
Wealthspire Advisors (New York)
New York
$854K +$107K +654 +13%
TW
1098
TrinityPoint Wealth
Connecticut
$854K +$6.22K +38 +0.7%
AF
1099
Allworth Financial
California
$851K +$50.4K +308 +6%
IFG
1100
Independent Financial Group
California
$848K +$76.9K +470 +9%
42 43
44
45 46