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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
1151
Private Wealth Partners
California
$2.17M -$1.04M -3,255 -34%
CFFP
1152
Center for Financial Planning
Michigan
$2.17M – – –
FNT
1153
First National Trust
Pennsylvania
$2.17M -$8.64K -27 -0.4%
KF
1154
Krilogy Financial
Missouri
$2.17M +$23.7K +74 +1%
PGWM
1155
Parisi Gray Wealth Management
New Jersey
$2.17M +$1.28K +4 +0.1%
ACM
1156
Accent Capital Management
Ohio
$2.16M -$562K -1,756 -22%
C
1157
Certuity
Florida
$2.16M -$83.6K -261 -4%
SCI
1158
S&CO Inc
Massachusetts
$2.16M – – –
GI
1159
GLOBALT Investments
Georgia
$2.15M -$69.8K -218 -3%
PAM
1160
Palisade Asset Management
Minnesota
$2.15M -$28.8K -90 -1%
CB
1161
Community Bank
New York
$2.15M +$305K +953 +18%
FHC
1162
First Horizon Corporation
Tennessee
$2.14M -$60.5K -189 -3%
CF
1163
Canoe Financial
Alberta, Canada
$2.12M -$3.27M -10,218 -62%
AAM
1164
Auxier Asset Management
Oregon
$2.12M -$64K -200 -3%
RCM
1165
RMR Capital Management
California
$2.12M – – –
HWP
1166
Highline Wealth Partners
California
$2.12M +$120K +376 +6%
CP
1167
Canopy Partners
Ohio
$2.11M +$7.04K +22 +0.4%
MFG
1168
Monte Financial Group
Connecticut
$2.11M +$31.4K +98 +2%
SP
1169
Stablepoint Partners
Massachusetts
$2.11M +$18.6K +58 +0.9%
XT
1170
XTX Topco
Cayman Islands
$2.11M -$2.09M -6,538 -51%
CRC
1171
Curi RMB Capital
Illinois
$2.1M -$156K -487 -7%
EM
1172
Excalibur Management
Massachusetts
$2.1M +$320 +1 +0%
AWM
1173
Accurate Wealth Management
Florida
$2.1M +$427K +1,335 +29%
OWP
1174
Obermeyer Wealth Partners
Colorado
$2.1M +$5.12K +16 +0.3%
FHA
1175
Flagship Harbor Advisors
Massachusetts
$2.1M -$193K -604 -9%
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