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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
EI
1301
Ellevest Inc
New York
$1.09M -$16.9K -68 -2%
IIM
1302
Ipswich Investment Management
Massachusetts
$1.09M – – –
SB
1303
Sunflower Bank
Texas
$1.09M +$40.3K +162 +4%
WA
1304
WBH Advisory
Maryland
$1.08M -$30.6K -123 -3%
AIM
1305
Alhambra Investment Management
Florida
$1.08M -$6.22K -25 -0.6%
EAM
1306
Evanson Asset Management
California
$1.08M +$249 +1 +0%
FAFN
1307
First Affirmative Financial Network
Colorado
$1.08M -$80.9K -325 -8%
FCP
1308
Fidelis Capital Partners
Florida
$1.08M +$29.1K +117 +3%
BW
1309
Bison Wealth
Georgia
$1.08M -$2.48M -9,965 -71%
CFIA
1310
Cantor Fitzgerald Investment Advisors
New York
$1.08M +$991K +3,978 New
BFM
1311
Boston Financial Management
Massachusetts
$1.08M -$13.7K -55 -1%
CA
1312
Centerpoint Advisors
Massachusetts
$1.08M – – –
WCF
1313
West Coast Financial
California
$1.07M – – –
EFS
1314
Essex Financial Services
Connecticut
$1.06M -$230K -924 -19%
FC
1315
Forte Capital
New York
$1.06M +$501K +2,011 +106%
CANC
1316
Culbertson A N & Co
Virginia
$1.06M – – –
KIM
1317
Kestra Investment Management
Texas
$1.06M +$157K +630 +19%
NLP
1318
Next Level Private
New York
$1.06M +$3.73K +15 +0.4%
SMH
1319
Sanders Morris Harris
Texas
$1.06M – – –
MIM
1320
MTM Investment Management
South Carolina
$1.05M – – –
CGL
1321
Clarius Group LLC
Washington
$1.05M -$32.9K -132 -3%
SAM
1322
Sompo Asset Management
Japan
$1.05M -$99.6K -400 -9%
LFM
1323
LGT Fund Management
Liechtenstein
$1.04M +$12.7K +51 +1%
AAS
1324
Ameritas Advisory Services
Nebraska
$1.04M -$1.65M -6,623 -63%
BIM
1325
Bridges Investment Management
Nebraska
$1.04M +$4.98K +20 +0.5%
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