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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1201
Sterling Wealth Management
Illinois
$1.19M – – –
BIAS
1202
Beacon Investment Advisory Services
New Jersey
$1.17M +$695 +3 +0.1%
BCM
1203
Barden Capital Management
Texas
$1.17M -$59.3K -256 -5%
CPG
1204
Cornerstone Planning Group
New Jersey
$1.17M +$38.4K +166 +3%
LIM
1205
Leavell Investment Management
Alabama
$1.16M +$136K +588 +13%
SOAMC
1206
Spirit of America Management Corp
New York
$1.16M – – –
WA
1207
Wealth Alliance
New York
$1.15M -$66.7K -288 -5%
LA
1208
Legacy Advisors
Pennsylvania
$1.15M +$57.2K +247 +5%
CWS
1209
Confluence Wealth Services
Pennsylvania
$1.15M -$4.63K -20 -0.4%
LCS
1210
Levin Capital Strategies
New York
$1.14M -$46.3K -200 -4%
SI
1211
Saxon Interests
Texas
$1.13M +$20.1K +87 +2%
MSAM
1212
Moloney Securities Asset Management
Missouri
$1.13M -$754K -3,255 -40%
AP
1213
Adero Partners
California
$1.13M +$149K +645 +15%
EFS
1214
Essex Financial Services
Connecticut
$1.13M +$153K +659 +16%
GC
1215
Garde Capital
Washington
$1.12M -$40.5K -175 -3%
SIM
1216
Sentry Investment Management
Wisconsin
$1.12M -$229K -990 -17%
CPIG
1217
Chicago Partners Investment Group
Illinois
$1.12M +$10.4K +45 +1%
PG
1218
Prostatis Group
Maryland
$1.12M +$15.5K +67 +1%
BAM
1219
Beaumont Asset Management
Texas
$1.11M +$11.8K +51 +1%
LCM
1220
Leisure Capital Management
California
$1.11M – – –
LGA
1221
Lebenthal Global Advisors
New York
$1.11M +$114K +493 +11%
BAM
1222
Boyar Asset Management
New York
$1.11M – – –
PPWM
1223
Paragon Private Wealth Management
Kentucky
$1.11M +$42.4K +183 +4%
IP
1224
Ignite Planners
California
$1.1M +$9.96K +43 +0.9%
3IP
1225
3Chopt Investment Partners
Virginia
$1.1M +$1.1M +4,753 New
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