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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
SCI
1101
S&CO Inc
Massachusetts
$1.48M – – –
FPAS
1102
Focus Partners Advisor Solutions
Missouri
$1.48M +$166K +716 +13%
PGWM
1103
Parisi Gray Wealth Management
New Jersey
$1.47M +$10.7K +46 +0.7%
DWP
1104
Daymark Wealth Partners
Ohio
$1.47M +$154K +664 +0.7%
APW
1105
Aurora Private Wealth
New Jersey
$1.47M -$4.86K -21 -0.3%
AWC
1106
Abundance Wealth Counselors
Pennsylvania
$1.47M +$44K +190 +3%
SWA
1107
Stratos Wealth Advisors
Ohio
$1.46M +$831K +3,588 +133%
VWM
1108
Venturi Wealth Management
Texas
$1.46M +$62.5K +270 +4%
DI
1109
Diligent Investors
California
$1.45M -$40.8K -176 -3%
BB
1110
Busey Bank
Illinois
$1.44M -$101K -435 -7%
HB
1111
HTLF Bank
Colorado
$1.44M +$1.39K +6 +0.1%
BOH
1112
Bank of Hawaii
Hawaii
$1.44M -$186K -805 -11%
WTA
1113
Washington Trust Advisors
Massachusetts
$1.43M -$54.7K -236 -4%
FCI
1114
Financial Counselors Inc
Kansas
$1.42M +$193K +832 +16%
AG
1115
Ascent Group
Virginia
$1.42M +$52.3K +226 +4%
FFN
1116
Focus Financial Network
Minnesota
$1.42M +$159K +687 +14%
PAM
1117
Panagora Asset Management
Massachusetts
$1.42M -$462K -1,995 -25%
MOS
1118
MGO One Seven
Ohio
$1.41M -$45.2K -195 -3%
CB
1119
Community Bank
New York
$1.4M -$34.7K -150 -2%
LDB
1120
Lee, Danner & Bass
Tennessee
$1.4M +$1.4M +6,040 New
WC
1121
Weil Company
California
$1.4M – – –
FWCM
1122
Ferguson Wellman Capital Management
Oregon
$1.39M -$2.32K -10 -0.2%
RSWM
1123
Robertson Stephens Wealth Management
California
$1.39M +$108K +467 +8%
AIP
1124
Ameritas Investment Partners
Nebraska
$1.38M -$47.7K -206 -3%
PFS
1125
Prospera Financial Services
Texas
$1.38M +$97.5K +421 +8%
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