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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
IWP
1226
Icon Wealth Partners
Texas
$317K -$5.4K -44 -2%
MWM
1227
Mission Wealth Management
California
$317K +$981 +8 +0.3%
CM
1228
Castleark Management
Illinois
$316K – – –
SCA
1229
Stonebridge Capital Advisors
Minnesota
$316K +$19K +155 +6%
HFM
1230
Harvest Fund Management
China
$315K -$153K -1,246 -32%
TFS
1231
Thoroughbred Financial Services
Tennessee
$314K – – –
BOPW
1232
Brandywine Oak Private Wealth
Pennsylvania
$312K -$3.56K -29 -1%
PHS
1233
Pekin Hardy Strauss
Illinois
$312K +$24.5K +200 +8%
MCMT
1234
Moon Capital Management (Tennessee)
Tennessee
$311K +$123 +1 +0%
IFAM
1235
Institutional & Family Asset Management
Colorado
$310K -$43.3K -353 -12%
RHAM
1236
Round Hill Asset Management
California
$309K – – –
ER
1237
Enlightenment Research
Florida
$308K -$221K -1,805 -41%
GIA
1238
Gladstone Institutional Advisory
Florida
$308K +$28.1K +229 +10%
CCIA
1239
Campbell & Co Investment Adviser
Maryland
$308K +$319K +2,600 New
JA
1240
JOYN Advisors
Georgia
$306K +$6.5K +53 +2%
EW
1241
Evoke Wealth
California
$305K +$316K +2,578 New
LA
1242
Legacy Advisors
Pennsylvania
$305K -$73.6K -600 -19%
MIC
1243
Means Investment Company
Maine
$303K +$368 +3 +0.1%
RMDI
1244
R.M. Davis Inc
Maine
$303K +$95.7K +780 +44%
IA
1245
IFP Advisors
Florida
$302K +$313K +2,549 New
CA
1246
Centerpoint Advisors
Massachusetts
$301K – – –
SLA
1247
Silver Lake Advisory
Utah
$299K +$245 +2 +0.1%
PA
1248
Probity Advisors
Texas
$299K +$5.03K +41 +2%
PV
1249
Private Vista
Illinois
$299K +$36.8K +300 +13%
AA
1250
Advisory Alpha
Michigan
$296K +$5.52K +45 +2%
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50
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