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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
WG
1201
Winton Group
United Kingdom
$632K -$131K -794 -15%
LIM
1202
Leavell Investment Management
Alabama
$632K +$8.26K +50 +1%
SF
1203
Symphony Financial
Texas
$626K +$50.7K +307 +7%
BL
1204
Balentine LLC
Georgia
$625K -$255K -1,544 -26%
LCM
1205
Laurion Capital Management
New York
$623K -$15.5K -94 -2%
FFA
1206
First Foundation Advisors
California
$621K -$69.9K -423 -9%
SCM
1207
Stevens Capital Management
Pennsylvania
$619K -$24.3K -147 -3%
ARC
1208
Advisor Resource Council
Texas
$616K -$856K -5,184 -54%
VWA
1209
V Wealth Advisors
Kansas
$616K -$17.8K -108 -2%
CA
1210
Capitolis Advisors
New York
$616K – – –
SLF
1211
Sun Life Financial
Ontario, Canada
$614K -$30.4K -184 -4%
BW
1212
Basepoint Wealth
Iowa
$612K -$43.9K -266 -6%
AIM
1213
Alhambra Investment Management
Florida
$612K – – –
AFG
1214
Allegheny Financial Group
Pennsylvania
$608K -$5.29K -32 -0.7%
IA
1215
IFG Advisors
Missouri
$608K +$826 +5 +0.1%
HGERS
1216
Householder Group Estate & Retirement Specialist
Arizona
$607K +$14.2K +86 +2%
GC
1217
GFG Capital
Florida
$606K +$1.32K +8 +0.2%
BMA
1218
Brooks Moore & Associates
Tennessee
$605K – – –
NW
1219
NewEdge Wealth
Pennsylvania
$605K +$240K +1,453 +50%
AB
1220
Atlas Brown
Kentucky
$603K – – –
BAM
1221
Beaumont Asset Management
Texas
$601K -$6.44K -39 -0.9%
TFS
1222
Thoroughbred Financial Services
Tennessee
$601K -$3.14K -19 -0.4%
CC
1223
Centiva Capital
New York
$601K +$394K +2,384 +122%
YWP
1224
YorkBridge Wealth Partners
New York
$598K -$1.65K -10 -0.2%
LW
1225
Linscomb Wealth
Texas
$597K -$88.4K -535 -11%
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