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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
1251
PFG Advisors
Arizona
$1.01M +$98.1K +473 +12%
IA
1252
IFG Advisors
Missouri
$1.01M +$1.04K +5 +0.1%
RMC
1253
Resources Management Corp
Connecticut
$1.01M -$1.04K -5 -0.1%
SRC
1254
Sage Rhino Capital
California
$1.01M +$43.8K +211 +5%
LIM
1255
Leavell Investment Management
Alabama
$1.01M -$25.3K -122 -3%
AB
1256
Atlas Brown
Kentucky
$1M +$8.29K +40 +0.9%
BTWM
1257
Baker Tilly Wealth Management
Wisconsin
$1M -$71.5K -345 -7%
CI
1258
Conning Inc
Connecticut
$1M -$24.9K -120 -3%
APP
1259
Avantax Planning Partners
Iowa
$999K +$105K +508 +13%
SC
1260
Schulhoff & Co
Ohio
$995K – – –
GIM
1261
Guardian Investment Management
California
$994K -$51.8K -250 -5%
SAM
1262
Sompo Asset Management
Japan
$993K – – –
BDFN
1263
Bond & Devick Financial Network
Minnesota
$991K – – –
OA
1264
Oxbow Advisors
Texas
$991K – – –
PWM
1265
Proathlete Wealth Management
Florida
$983K -$21.1K -102 -2%
SWM
1266
Spire Wealth Management
Virginia
$983K +$8.71K +42 +1%
CMANY
1267
Capital Management Associates (New York)
New York
$981K -$179K -862 -17%
RDWM
1268
Red Door Wealth Management
Tennessee
$979K – – –
LGA
1269
Lebenthal Global Advisors
New York
$977K +$42.5K +205 +5%
MWA
1270
Midland Wealth Advisors
Illinois
$975K -$415 -2 -0%
SP
1271
Symmetry Partners
Connecticut
$970K – – –
APC
1272
Aspire Private Capital
North Carolina
$969K +$98.1K +473 +13%
BMC
1273
Benin Management Corp
Connecticut
$969K +$27K +130 +3%
BTI
1274
Blue Trust Inc
Georgia
$966K +$177K +856 +25%
CGL
1275
Clarius Group LLC
Washington
$965K -$131K -633 -13%
49 50
51
52 53