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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
TW
1276
Transform Wealth
Colorado
$599K -$11.5K -71 -2%
DWM
1277
Defined Wealth Management
Oregon
$595K -$4.84K -30 -0.9%
SRAM
1278
Spouting Rock Asset Management
Pennsylvania
$593K – – –
MFG
1279
MidWestOne Financial Group
Iowa
$593K – – –
SWS
1280
SYSTM Wealth Solutions
Illinois
$591K +$107K +663 +24%
PTC
1281
Philadelphia Trust Company
Pennsylvania
$585K – – –
WW
1282
Waterfront Wealth
Kansas
$584K -$192K -1,188 -25%
CIC
1283
Carnegie Investment Counsel
Ohio
$584K -$4.68K -29 -0.9%
AF
1284
Arrow Financial
New York
$583K -$8.39K -52 -2%
APIM
1285
Agate Pass Investment Management
Washington
$580K -$29.8K -185 -5%
SMH
1286
Sanders Morris Harris
Texas
$578K +$532K +3,297 New
PFGIA
1287
Patriot Financial Group Insurance Agency
Massachusetts
$578K -$36.1K -224 -6%
CWM
1288
Congress Wealth Management
Massachusetts
$577K +$6.29K +39 +1%
CRC
1289
Curi RMB Capital
Illinois
$577K +$13.1K +81 +3%
AIM
1290
Aspen Investment Management
Michigan
$577K +$24.5K +152 +5%
GA
1291
Geller Advisors
New York
$575K +$79.4K +492 +18%
PO
1292
Private Ocean
California
$574K -$31.6K -196 -6%
HFM
1293
Hartford Financial Management
Connecticut
$574K -$1.45K -9 -0.3%
JSW
1294
Journey Strategic Wealth
New Jersey
$573K -$219K -1,357 -29%
WAP
1295
Wealthcare Advisory Partners
Pennsylvania
$572K +$95.2K +590 +22%
PWM
1296
Purus Wealth Management
California
$569K -$11.8K -73 -2%
SAM
1297
SignalPoint Asset Management
Missouri
$568K +$484 +3 +0.1%
H
1298
HoyleCohen
California
$565K -$6.13K -38 -1%
SFS
1299
Solitude Financial Services
Virginia
$564K +$61.3K +380 +13%
CHP
1300
Cable Hill Partners
Oregon
$564K -$9.36K -58 -2%
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