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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
BMA
1176
Brooks Moore & Associates
Tennessee
$679K – – –
BAAM
1177
Baker Avenue Asset Management
California
$679K +$981 +6 +0.1%
LIM
1178
Leavell Investment Management
Alabama
$678K +$4.25K +26 +0.6%
IA
1179
IFP Advisors
Florida
$678K -$87.3K -534 -11%
LA
1180
Legacy Advisors
Pennsylvania
$678K +$11.6K +71 +2%
CWP
1181
Capital Wealth Planning
Florida
$677K +$4.09K +25 +0.6%
CI
1182
Conning Inc
Connecticut
$677K +$9.81K +60 +1%
FFA
1183
First Foundation Advisors
California
$676K -$38.6K -236 -5%
AFG
1184
Allegheny Financial Group
Pennsylvania
$674K +$7.03K +43 +1%
SC
1185
Schulhoff & Co
Ohio
$670K – – –
EIM
1186
Ervin Investment Management
Washington
$669K +$2.62K +16 +0.4%
BAM
1187
Byrne Asset Management
New Jersey
$665K -$720K -4,399 Closed
FFN
1188
Focus Financial Network
Minnesota
$662K +$4.25K +26 +0.6%
IA
1189
IFG Advisors
Missouri
$659K +$981 +6 +0.1%
RFG
1190
RFP Financial Group
Georgia
$657K +$1.31K +8 +0.2%
VEA
1191
Virtus ETF Advisers
New York
$654K +$718K +4,387 New
MMC
1192
Mizuho Markets Cayman
Cayman Islands
$653K +$404K +2,472 +130%
AB
1193
Atlas Brown
Kentucky
$651K +$164 +1 +0%
BW
1194
Basepoint Wealth
Iowa
$651K +$14.4K +88 +2%
AIM
1195
Alhambra Investment Management
Florida
$650K – – –
DAS
1196
Dynamic Advisor Solutions
Arizona
$647K +$197K +1,205 +38%
HGERS
1197
Householder Group Estate & Retirement Specialist
Arizona
$646K +$709K +4,332 New
AP
1198
Adero Partners
California
$646K +$31.4K +192 +5%
LP
1199
LMR Partners
United Kingdom
$645K +$707K +4,323 New
WSC
1200
Wellington Shields & Co
New York
$645K – – –
46 47
48
49 50