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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
CPG
1226
Cornerstone Planning Group
New Jersey
$1.9M +$320 +1 +0%
KCM
1227
KRS Capital Management
Michigan
$1.9M -$3.2K -10 -0.2%
RCA
1228
Rose Capital Advisors
Florida
$1.89M +$1.79M +5,594 New
HC
1229
Hendley & Co
Ohio
$1.89M +$11.2K +35 +0.6%
GWP
1230
Gateway Wealth Partners
Wisconsin
$1.87M -$1.03M -3,204 -37%
BAM
1231
Beaumont Asset Management
Texas
$1.87M -$1.92K -6 -0.1%
NWM
1232
Northcape Wealth Management
New York
$1.87M – – –
AIM
1233
Acropolis Investment Management
Missouri
$1.87M +$25.6K +80 +1%
BB
1234
Busey Bank
Illinois
$1.87M -$17.3K -54 -1%
MAWA
1235
Moss Adams Wealth Advisors
Washington
$1.86M +$1.08M +3,358 +156%
FBT
1236
First Bankers Trust
Kentucky
$1.85M +$1.4M +4,384 +400%
CFO
1237
Cambient Family Office
Michigan
$1.85M +$37.8K +118 +2%
ABWM
1238
Alpine Bank Wealth Management
Colorado
$1.84M – – –
SIM
1239
Sprucegrove Investment Management
Ontario, Canada
$1.84M -$1.76M -5,511 -50%
FPAS
1240
Focus Partners Advisor Solutions
Missouri
$1.84M +$9.93K +31 +0.6%
SPC
1241
Spirepoint Private Client
Florida
$1.82M +$3.2K +10 +0.2%
IP
1242
Ignite Planners
California
$1.82M +$23.7K +74 +1%
MAM
1243
Mirabaud Asset Management
United Kingdom
$1.81M -$2.3M -7,184 -57%
ST
1244
Spinnaker Trust
Maine
$1.81M +$44.2K +138 +3%
AWA
1245
Ark Wealth Advisors
California
$1.81M +$222K +694 +15%
PAM
1246
Peak Asset Management
Colorado
$1.81M +$1.71M +5,346 New
VRM
1247
Vectors Research Management
New York
$1.81M +$18.3K +57 +1%
NWAG
1248
Net Worth Advisory Group
Utah
$1.8M -$181K -566 -10%
TWA
1249
TCI Wealth Advisors
Arizona
$1.79M +$199K +623 +13%
SWM
1250
Spire Wealth Management
Virginia
$1.79M -$96.1K -300 -5%
48 49
50
51 52