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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
1301
SWP Investment Management
Ohio
$1.49M +$1.43M +4,500 New
LRPA
1302
L. Roy Papp & Associates
Arizona
$1.49M – – –
PWM
1303
Proathlete Wealth Management
Florida
$1.49M +$6.68K +21 +0.5%
LCS
1304
Levin Capital Strategies
New York
$1.49M -$71.2K -224 -5%
AWM
1305
Accurate Wealth Management
Florida
$1.48M +$124K +389 +10%
TF
1306
Tompkins Financial
New York
$1.48M – – –
OW
1307
Olistico Wealth
Oklahoma
$1.47M +$1.59K +5 +0.1%
CCA
1308
Cadent Capital Advisors
Oklahoma
$1.47M +$315K +989 +29%
CAC
1309
Core Alternative Capital
Georgia
$1.47M – – –
PCM
1310
Polymer Capital Management
New York
$1.47M +$722K +2,270 +106%
FCAS
1311
First Command Advisory Services
Texas
$1.46M -$63.9K -201 -4%
SIC
1312
Salem Investment Counselors
North Carolina
$1.45M – – –
MAA
1313
Mraz Amerine & Associates
California
$1.45M – – –
AL
1314
Aspiriant LLC
California
$1.44M -$19.7K -62 -1%
BFC
1315
Bedel Financial Consulting
Indiana
$1.44M +$1.27K +4 +0.1%
IA
1316
Integrity Alliance
Iowa
$1.43M +$865K +2,718 +170%
SC
1317
Schulhoff & Co
Ohio
$1.43M – – –
GKWIM
1318
Gerber Kawasaki Wealth & Investment Management
California
$1.43M +$56.9K +179 +4%
AC
1319
Apella Capital
Connecticut
$1.42M +$106K +333 +8%
BAM
1320
Boyar Asset Management
New York
$1.41M -$159K -500 -11%
BWP
1321
BSW Wealth Partners
Colorado
$1.41M +$61.4K +193 +5%
TFS
1322
Thoroughbred Financial Services
Tennessee
$1.41M +$226K +711 +20%
IA
1323
IFG Advisors
Missouri
$1.41M +$1.27K +4 +0.1%
JPWM
1324
Jamison Private Wealth Management
Georgia
$1.4M +$9.86K +31 +0.7%
GM
1325
GeoWealth Management
Illinois
$1.4M +$20K +63 +2%
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