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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
EWP
1376
Engrave Wealth Partners
Texas
$90K +$15.2K +131 +14%
MAWCM
1377
Mine & Arao Wealth Creation & Management
California
$86K -$26.6K -229 -19%
LB
1378
Legacy Bridge
Iowa
$86K -$22.1K -190 -16%
SFFS
1379
Stonehage Fleming Financial Services
Jersey
$86K – – –
HWA
1380
HHM Wealth Advisors
Tennessee
$86K +$116K +1,000 New
BWM
1381
Baystate Wealth Management
Massachusetts
$85K +$233 +2 +0.2%
LWM
1382
Lenox Wealth Management
Ohio
$82K -$10.5K -90 -9%
FPB
1383
First PREMIER Bank
South Dakota
$82K +$64.6K +555 +137%
BCA
1384
Berman Capital Advisors
Georgia
$80K -$11.9K -102 -10%
TCM
1385
Tradewinds Capital Management
Washington
$80K -$1.4K -12 -1%
HFA
1386
HC Financial Advisors
California
$78K +$106K +910 New
FQ
1387
First Quadrant
California
$77K – – –
AW
1388
Avion Wealth
Texas
$76K -$90.9K -781 -47%
PMFA
1389
Plante Moran Financial Advisors
Michigan
$75K -$39K -335 -28%
BCA
1390
Bray Capital Advisors
Florida
$75K +$102K +875 New
SQA
1391
Simon Quick Advisors
New Jersey
$73K -$46.2K -397 -32%
SCM
1392
Sirios Capital Management
Massachusetts
$72K +$98.4K +846 New
CWP
1393
CFM Wealth Partners
Texas
$70K – – –
APC
1394
Aspire Private Capital
North Carolina
$69K -$12.7K -109 -12%
CIM
1395
Contravisory Investment Management
Massachusetts
$69K – – –
KFS
1396
Kelly Financial Services
Massachusetts
$68.9K – – –
PAM
1397
Paradigm Asset Management
New York
$68.5K – – –
FFC
1398
First Financial Corp
Indiana
$68K -$9.31K -80 -9%
VCM
1399
Versant Capital Management
Arizona
$68K +$7.56K +65 +9%
BWM
1400
BerganKDV Wealth Management
Minnesota
$67K – – –
54 55
56
57 58