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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
LP
1276
LGL Partners
Pennsylvania
$544K +$327 +2 +0.1%
FCCM
1277
First City Capital Management
Georgia
$544K – – –
SIC
1278
Sigma Investment Counselors
Michigan
$544K +$19.3K +118 +3%
APC
1279
Aspire Private Capital
North Carolina
$543K +$14.4K +88 +2%
AF
1280
Alerus Financial
North Dakota
$542K -$6.54K -40 -1%
KAM
1281
Knightsbridge Asset Management
California
$542K -$3.6K -22 -0.6%
RWS
1282
Resolute Wealth Strategies
Mississippi
$541K +$818 +5 +0.1%
GWANC
1283
Guardian Wealth Advisors (North Carolina)
North Carolina
$541K +$83.9K +513 +16%
PTP
1284
Platform Technology Partners
New York
$541K +$241K +1,476 +40%
TAM
1285
Trillium Asset Management
Massachusetts
$539K +$13.9K +85 +2%
SFS
1286
Solitude Financial Services
Virginia
$537K +$58.9K +360 +11%
SC
1287
Saybrook Capital
North Carolina
$537K – – –
OAM
1288
Oak Asset Management
California
$534K +$235K +1,434 +67%
TW
1289
Transform Wealth
Colorado
$528K +$16.5K +101 +3%
HBT
1290
Hills Bank & Trust
Iowa
$527K – – –
GVAG
1291
Great Valley Advisor Group
Delaware
$523K +$2.13K +13 +0.4%
CTA
1292
Colonial Trust Advisors
South Carolina
$523K -$6.38K -39 -1%
ACS
1293
Archford Capital Strategies
Illinois
$522K -$15K -92 -3%
HIA
1294
Harbor Investment Advisory
Maryland
$522K +$226K +1,384 +66%
WB
1295
WesBanco Bank
West Virginia
$521K -$8.18K -50 -1%
CIC
1296
Carnegie Investment Counsel
Ohio
$519K +$20.9K +128 +4%
BCG
1297
Breakwater Capital Group
New Jersey
$519K +$15.7K +96 +3%
RIA
1298
Richwood Investment Advisors
Ohio
$515K -$7.69K -47 -1%
AWA
1299
Arkadios Wealth Advisors
Georgia
$515K +$37K +226 +7%
DWM
1300
Defined Wealth Management
Oregon
$512K +$2.78K +17 +0.5%
50 51
52
53 54