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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
ABWM
1226
Alpine Bank Wealth Management
Colorado
$1.65M – – –
AIM
1227
Acropolis Investment Management
Missouri
$1.65M -$27.2K -81 -1%
PCM
1228
Parsons Capital Management
Rhode Island
$1.64M +$1.5M +4,466 +465%
TCBWMS
1229
Texas Capital Bank Wealth Management Services
Texas
$1.64M -$92.5K -276 -5%
AAP
1230
Arax Advisory Partners
Colorado
$1.63M -$562K -1,677 -24%
FPAS
1231
Focus Partners Advisor Solutions
Missouri
$1.63M -$86.5K -258 -5%
CB
1232
Community Bank
New York
$1.63M +$13.4K +40 +0.7%
HIP
1233
HUB Investment Partners
Texas
$1.63M +$543K +1,620 +43%
SPC
1234
Spirepoint Private Client
Florida
$1.63M -$18.8K -56 -1%
SFO
1235
Stokes Family Office
Louisiana
$1.63M -$170K -506 -9%
NB
1236
Nicolet Bankshares
Wisconsin
$1.62M +$1.8M +5,370 New
CFO
1237
Cambient Family Office
Michigan
$1.62M +$86.8K +259 +5%
GVAG
1238
Great Valley Advisor Group
Delaware
$1.62M +$225K +670 +14%
BWM
1239
Bluebird Wealth Management
Massachusetts
$1.62M -$504K -1,503 -22%
DA
1240
Doliver Advisors
Texas
$1.61M +$671 +2 +0%
IP
1241
Ignite Planners
California
$1.61M +$38.6K +115 +2%
SWA
1242
Stratos Wealth Advisors
Ohio
$1.61M +$57K +170 +3%
VRM
1243
Vectors Research Management
New York
$1.6M +$33.5K +100 +2%
VIA
1244
Virtus Investment Advisers
Connecticut
$1.6M -$1.34K -4 -0.1%
CMTU
1245
Capital Markets Trading (UK)
United Kingdom
$1.59M +$802K +2,392 +83%
BAAM
1246
Baker Avenue Asset Management
California
$1.59M +$62K +185 +4%
TFCM
1247
Taylor Frigon Capital Management
Arizona
$1.59M -$51.3K -153 -3%
BMCM
1248
Bryn Mawr Capital Management
Pennsylvania
$1.59M +$25.8K +77 +1%
DDC
1249
DF Dent & Co
Maryland
$1.59M +$1.45M +4,317 +461%
NIA
1250
NBZ Investment Advisors
Tennessee
$1.58M – – –
48 49
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