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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1351
Evermay Wealth Management
Virginia
$1.07M -$17.1K -58 -1%
NLP
1352
Next Level Private
New York
$1.07M +$21.9K +74 +2%
FC
1353
Forte Capital
New York
$1.07M +$52.3K +177 +5%
GSWM
1354
Golden State Wealth Management
California
$1.06M +$8.57K +29 +0.7%
WCF
1355
West Coast Financial
California
$1.06M – – –
EI
1356
Ellevest Inc
New York
$1.06M -$34.3K -116 -3%
BMA
1357
Brooks Moore & Associates
Tennessee
$1.06M – – –
OW
1358
Olistico Wealth
Oklahoma
$1.05M +$27.8K +94 +2%
HDIM
1359
Hanson & Doremus Investment Management
Vermont
$1.05M +$263K +889 +29%
CANC
1360
Culbertson A N & Co
Virginia
$1.05M – – –
RIA
1361
Realta Investment Advisors
Delaware
$1.05M +$59.7K +202 +5%
BAM
1362
Byrne Asset Management
New Jersey
$1.05M -$1.31M -4,434 Closed
HIMS
1363
Hager Investment Management Services
New Hampshire
$1.05M +$323K +1,093 +39%
TWM
1364
Trueblood Wealth Management
Ohio
$1.05M +$156K +527 +16%
AIM
1365
Alhambra Investment Management
Florida
$1.04M -$41.1K -139 -3%
BIM
1366
Bridges Investment Management
Nebraska
$1.03M +$2.37K +8 +0.2%
FC
1367
Farringdon Capital
United Kingdom
$1.03M +$1.14M +3,844 New
MIM
1368
MTM Investment Management
South Carolina
$1.03M – – –
CA
1369
Centerpoint Advisors
Massachusetts
$1.03M -$2.96K -10 -0.3%
BMC
1370
Benin Management Corp
Connecticut
$1.03M -$91K -308 -7%
CT
1371
Colonial Trust
South Carolina
$1.03M -$10.3K -35 -0.9%
MWA
1372
Midland Wealth Advisors
Illinois
$1.02M – – –
WCM
1373
Winebrenner Capital Management
Kentucky
$1.02M -$70.3K -238 -6%
FWTB
1374
First Western Trust Bank
Colorado
$1.02M -$10.1K -34 -0.9%
SMH
1375
Sanders Morris Harris
Texas
$1.01M -$47.6K -161 -4%
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