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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
EP
1401
Evelyn Partners
$1.38M +$1.31M +4,094 New
CIM
1402
Cambria Investment Management
California
$1.38M +$196K +613 +18%
PCH
1403
PGIM Custom Harvest
New Jersey
$1.38M -$74.9K -234 -5%
MG
1404
Marex Group
$1.38M +$616K +1,923 +89%
TYCC
1405
Texas Yale Capital Corp
Florida
$1.38M +$52.8K +165 +4%
CAG
1406
Csenge Advisory Group
Florida
$1.38M -$144K -449 -10%
BMC
1407
Beaton Management Company
Massachusetts
$1.38M – – –
NWA
1408
Navis Wealth Advisors
New York
$1.37M +$32K +100 +3%
OC
1409
Oakworth Capital
Alabama
$1.37M +$40K +125 +3%
PDL
1410
Portfolio Design Labs
California
$1.37M +$27.9K +87 +2%
LAM
1411
Lewis Asset Management
California
$1.36M +$293K +914 +29%
SIA
1412
Soltis Investment Advisors
Utah
$1.36M -$81.3K -254 -6%
MP
1413
Moment Partners
California
$1.35M – – –
CPM
1414
Connective Portfolio Management
New York
$1.35M +$1.28M +4,000 New
EF
1415
Evanson Financial
Virginia
$1.35M +$1.28M +3,991 New
FFA
1416
Founders Financial Alliance
North Carolina
$1.35M +$15.4K +48 +1%
AR
1417
Advisory Research
Illinois
$1.35M +$4.48K +14 +0.4%
CAM
1418
Cidel Asset Management
Ontario, Canada
$1.35M +$355K +1,108 +38%
CHAM
1419
Clear Harbor Asset Management
Connecticut
$1.35M -$64.7K -202 -5%
BB
1420
Burford Brothers
Texas
$1.34M +$16.6K +52 +1%
PA
1421
Promethium Advisors
Maryland
$1.34M +$3.84K +12 +0.3%
FCFC
1422
First Commonwealth Financial Corp
Pennsylvania
$1.34M +$59.6K +186 +5%
PFS
1423
Physicians Financial Services
North Carolina
$1.34M – – –
WG
1424
Wealth Group
North Carolina
$1.34M +$841K +2,628 +197%
LTAS
1425
Linden Thomas Advisory Services
North Carolina
$1.34M -$84.5K -264 -6%
55 56
57
58 59