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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
LKIM
1101
Lawson Kroeker Investment Management
Nebraska
$890K -$3.23K -20 -0.4%
DWM
1102
Dakota Wealth Management
Florida
$887K +$87.5K +542 +12%
IA
1103
IFP Advisors
Florida
$884K -$37.6K -233 -4%
WANY
1104
Wealthspire Advisors (New York)
New York
$884K -$807 -5 -0.1%
PFBT
1105
Parkside Financial Bank & Trust
Missouri
$883K +$968 +6 +0.1%
SGI
1106
Summit Global Investments
Utah
$881K +$266K +1,649 +48%
PVI
1107
Pine Valley Investments
New Jersey
$881K +$816K +5,057 New
NB
1108
NBT Bank
New York
$877K -$19.4K -120 -2%
GC
1109
Garde Capital
Washington
$873K – – –
MFS
1110
Monetta Financial Services
Illinois
$871K – – –
SOAMC
1111
Spirit of America Management Corp
New York
$871K – – –
LW
1112
Linscomb Wealth
Texas
$869K +$161 +1 +0%
WPW
1113
Waldron Private Wealth
Pennsylvania
$867K -$121K -752 -13%
LTAS
1114
Linden Thomas Advisory Services
North Carolina
$864K +$140K +868 +21%
CMANY
1115
Capital Management Associates (New York)
New York
$863K -$4.68K -29 -0.6%
CANY
1116
Caxton Associates (New York)
New York
$859K +$796K +4,931 New
AL
1117
Aspiriant LLC
California
$857K -$42.9K -266 -5%
OGC
1118
Oak Grove Capital
New Hampshire
$857K +$2.42K +15 +0.3%
BWA
1119
BDO Wealth Advisors
Florida
$853K +$483K +2,993 +157%
CWS
1120
Confluence Wealth Services
Pennsylvania
$853K +$12.1K +75 +2%
RMC
1121
Resources Management Corp
Connecticut
$853K +$693K +4,295 +716%
PWPS
1122
Pinnacle Wealth Planning Services
Ohio
$850K -$30K -186 -4%
CAG
1123
Crestwood Advisors Group
Massachusetts
$849K -$32.4K -201 -4%
FCI
1124
Financial Counselors Inc
Kansas
$847K -$2.58K -16 -0.3%
SW
1125
SteelPeak Wealth
California
$846K +$42K +260 +6%
43 44
45
46 47