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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
NB
1201
Nicolet Bankshares
Wisconsin
$1.97M +$104K +325 +6%
LEA
1202
Legacy Edge Advisors
New York
$1.96M -$20.5K -64 -1%
WTA
1203
Washington Trust Advisors
Massachusetts
$1.96M – – –
CSC
1204
Caldwell Sutter Capital
California
$1.94M -$512K -1,599 -22%
CAM
1205
Cozad Asset Management
Illinois
$1.94M -$148K -462 -7%
HH
1206
Hilltop Holdings
Texas
$1.94M +$69.2K +216 +4%
MPWS
1207
McCarter Private Wealth Services
Massachusetts
$1.93M -$101K -315 -5%
CA
1208
Crewe Advisors
Utah
$1.93M +$14.4K +45 +0.8%
AL
1209
Aspiriant LLC
California
$1.93M +$198K +619 +12%
ICP
1210
Interchange Capital Partners
Pennsylvania
$1.92M +$46.1K +144 +3%
SP
1211
Stonebrook Private
Michigan
$1.92M -$4.48K -14 -0.2%
TSS
1212
Two Sigma Securities
New York
$1.91M +$1.81M +5,661 New
VIA
1213
Virtus Investment Advisers
Connecticut
$1.91M +$120K +375 +7%
BLFG
1214
Brian Low Financial Group
Louisiana
$1.91M +$262K +817 +17%
LWCFA
1215
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.91M +$11.2K +35 +0.6%
CA
1216
CV Advisors
Florida
$1.91M +$1.8M +5,635 New
OW
1217
Olistico Wealth
Oklahoma
$1.91M +$640 +2 +0%
CPG
1218
Cornerstone Planning Group
New Jersey
$1.9M +$320 +1 +0%
KCM
1219
KRS Capital Management
Michigan
$1.9M -$3.2K -10 -0.2%
RCA
1220
Rose Capital Advisors
Florida
$1.89M +$1.79M +5,594 New
HC
1221
Hendley & Co
Ohio
$1.89M +$11.2K +35 +0.6%
GWP
1222
Gateway Wealth Partners
Wisconsin
$1.87M -$1.03M -3,204 -37%
BAM
1223
Beaumont Asset Management
Texas
$1.87M -$1.92K -6 -0.1%
NWM
1224
Northcape Wealth Management
New York
$1.87M – – –
AIM
1225
Acropolis Investment Management
Missouri
$1.87M +$25.6K +80 +1%
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