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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
SLF
1176
Sun Life Financial
Ontario, Canada
$858K -$76K -421 -8%
VWA
1177
V Wealth Advisors
Kansas
$851K -$155K -860 -16%
IA
1178
IFP Advisors
Florida
$851K +$816K +4,519 +88%
OR
1179
Olympiad Research
Connecticut
$845K -$176K -972 -18%
CWS
1180
Cypress Wealth Services
California
$845K +$361 +2 +0%
SCP
1181
Stamos Capital Partners
California
$842K +$813K +4,500 New
PWPS
1182
Pinnacle Wealth Planning Services
Ohio
$841K +$16.8K +93 +2%
LIM
1183
Leavell Investment Management
Alabama
$840K +$3.97K +22 +0.5%
HT
1184
HighTower Trust
Texas
$840K +$24.6K +136 +3%
KA
1185
Kovack Advisors
Florida
$837K +$54.9K +304 +7%
FMLI
1186
Fukoku Mutual Life Insurance
Japan
$835K -$1.08M -5,973 -57%
EH
1187
Equitable Holdings
New York
$833K +$152K +840 +23%
EIP
1188
Ellis Investment Partners
Pennsylvania
$832K -$2.71K -15 -0.3%
CA
1189
Capitolis Advisors
New York
$831K -$107M -593,649 -99%
WB
1190
WesBanco Bank
West Virginia
$827K +$9.93K +55 +1%
EAM
1191
Evanson Asset Management
California
$827K +$84K +465 +12%
AIM
1192
Alhambra Investment Management
Florida
$826K – – –
AFG
1193
Allegheny Financial Group
Pennsylvania
$826K +$903 +5 +0.1%
FA
1194
FDx Advisors
Illinois
$822K -$920K -5,095 -54%
CLOS
1195
Compagnie Lombard Odier SCmA
Switzerland
$821K – – –
LWAC
1196
Laurel Wealth Advisors (California)
California
$821K +$22.8K +126 +3%
PWP
1197
Pursue Wealth Partners
California
$821K – – –
CPO
1198
Cerity Partners OCIO
New York
$819K -$553K -3,060 -41%
IA
1199
IFG Advisors
Missouri
$819K +$722 +4 +0.1%
BAM
1200
Beaumont Asset Management
Texas
$819K +$20.9K +116 +3%
46 47
48
49 50