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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
LA
1251
Lifeworks Advisors
Michigan
$578K -$56.3K -344 -8%
LW
1252
Linscomb Wealth
Texas
$576K -$185K -1,130 -23%
ANBT
1253
American National Bank & Trust
Texas
$571K – – –
MIM
1254
MTM Investment Management
South Carolina
$570K – – –
USB
1255
Union Savings Bank
Connecticut
$570K +$36.8K +225 +6%
EFS
1256
Essex Financial Services
Connecticut
$569K +$4.58K +28 +0.7%
SB
1257
Sunflower Bank
Texas
$565K -$9K -55 -1%
PFS
1258
Prospera Financial Services
Texas
$561K -$94.2K -576 -13%
GI
1259
Gradient Investments
Minnesota
$561K -$981 -6 -0.2%
DIM
1260
Delta Investment Management
California
$561K -$10.5K -64 -2%
IAIM
1261
International Assets Investment Management
Florida
$560K -$667K -4,078 -7%
PWG
1262
Portside Wealth Group
Utah
$560K +$44.7K +273 +8%
SWS
1263
SYSTM Wealth Solutions
Illinois
$556K +$55K +336 +10%
GBT
1264
Grove Bank & Trust
Florida
$556K +$1.15K +7 +0.2%
CAL
1265
Capital Analysts LLC
Pennsylvania
$555K +$167K +1,021 +38%
MFG
1266
Magnus Financial Group
New York
$555K +$28K +171 +5%
IIM
1267
Ipswich Investment Management
Massachusetts
$554K +$32.7K +200 +6%
WP
1268
WealthSource Partners
California
$554K -$654 -4 -0.1%
AI
1269
Accredited Investors
Minnesota
$553K +$41.9K +256 +7%
OCM
1270
Orleans Capital Management
Louisiana
$553K +$26.2K +160 +5%
SWM
1271
SeaCrest Wealth Management
New York
$551K -$99.9K -611 -14%
SIC
1272
Salem Investment Counselors
North Carolina
$548K -$56.1K -343 -9%
GWM
1273
Gitterman Wealth Management
New Jersey
$548K – – –
PGCM
1274
Prescott Group Capital Management
Oklahoma
$546K – – –
CRC
1275
Curi RMB Capital
Illinois
$546K +$56.4K +345 +10%
49 50
51
52 53