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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
AG
1326
AIA Group
Hong Kong
$446K +$129K +773 +41%
SFG
1327
Summit Financial Group
West Virginia
$443K – – –
IIC
1328
Integrated Investment Consultants
Michigan
$442K – – –
RWB
1329
RMR Wealth Builders
New Jersey
$441K -$8.36K -50 -2%
IAIM
1330
International Assets Investment Management
Florida
$440K -$52.7K -315 -11%
MFA
1331
Mayflower Financial Advisors
Massachusetts
$439K -$2.51K -15 -0.6%
BA
1332
Ballast Advisors
Minnesota
$439K -$334 -2 -0.1%
PCH
1333
PGIM Custom Harvest
New Jersey
$439K +$1.84K +11 +0.4%
PCMC
1334
Paragon Capital Management (Colorado)
Colorado
$438K – – –
BG
1335
Bellevue Group
Switzerland
$436K – – –
NA
1336
Navellier & Associates
Nevada
$436K – – –
OWA
1337
Outlook Wealth Advisors
Texas
$435K -$9.03K -54 -2%
WB
1338
Webster Bank
Connecticut
$435K +$79.1K +473 +22%
SLA
1339
Silver Lake Advisory
Utah
$434K +$12.9K +77 +3%
SFI
1340
SPC Financial Inc
Maryland
$433K – – –
HPC
1341
Hobart Private Capital
North Carolina
$430K -$123K -738 -22%
SCA
1342
Stonebridge Capital Advisors
Minnesota
$427K -$28.4K -170 -6%
DSC
1343
Duncker Streett & Co
Missouri
$427K – – –
KLCM
1344
KG&L Capital Management
Louisiana
$427K +$159K +948 +59%
SMA
1345
Sage Mountain Advisors
Georgia
$425K – – –
LA
1346
Latitude Advisors
Florida
$425K +$216K +1,289 +103%
MG
1347
Mather Group
Illinois
$424K -$6.35K -38 -1%
BSB
1348
Bangor Savings Bank
Maine
$424K – – –
GFG
1349
Greystone Financial Group
Michigan
$423K -$563K -3,367 -57%
RHAM
1350
Round Hill Asset Management
California
$422K – – –
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