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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1176
Crewe Advisors
Utah
$1.87M +$54.1K +170 +3%
MWM
1177
Meridian Wealth Management
Kentucky
$1.87M +$391K +1,229 +28%
KCM
1178
KRS Capital Management
Michigan
$1.86M +$13.4K +42 +0.8%
GW
1179
Griffith & Werner
Georgia
$1.86M +$1.61M +5,049 New
PTC
1180
Private Trust Company
Ohio
$1.85M -$275K -863 -13%
CAL
1181
Capital Analysts LLC
Pennsylvania
$1.84M -$42.3K -133 -2%
KIM
1182
Kestra Investment Management
Texas
$1.84M +$334K +1,049 +23%
NWM
1183
Northcape Wealth Management
New York
$1.84M – – –
AA
1184
Armis Advisers
Georgia
$1.83M +$657K +2,066 +66%
GWP
1185
Gen-Wealth Partners
Michigan
$1.83M +$185K +583 +12%
IA
1186
Icon Advisers
Colorado
$1.83M – – –
CAM
1187
Cozad Asset Management
Illinois
$1.82M +$16.5K +52 +1%
PPWP
1188
Premier Path Wealth Partners
New Jersey
$1.82M -$2.54K -8 -0.1%
LWANC
1189
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.82M +$1.59K +5 +0.1%
CCFCSB
1190
Cape Cod Five Cents Savings Bank
Massachusetts
$1.81M – – –
AWC
1191
Abundance Wealth Counselors
Pennsylvania
$1.81M -$225K -706 -11%
NAG
1192
Northstar Advisory Group
New Jersey
$1.81M -$1.57M -4,949 -48%
ABWM
1193
Alpine Bank Wealth Management
Colorado
$1.81M – – –
CB
1194
Community Bank
New York
$1.8M -$66.2K -208 -4%
SA
1195
Strategic Advisors
New York
$1.8M +$325K +1,021 +23%
SW
1196
SVB Wealth
Massachusetts
$1.8M -$180K -566 -9%
I
1197
INVST
Indiana
$1.8M -$24.2K -76 -1%
NIA
1198
NBZ Investment Advisors
Tennessee
$1.79M -$6.04K -19 -0.4%
CFGA
1199
Cambridge Financial Group (Arizona)
Arizona
$1.79M +$318 +1 +0%
SA
1200
Strategic Advocates
Utah
$1.79M +$323K +1,014 +23%
46 47
48
49 50