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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
1401
Outlook Wealth Advisors
Texas
$426K +$1.02K +6 +0.2%
CWG
1402
Cornerstone Wealth Group
North Carolina
$426K +$32.7K +192 +8%
CANY
1403
Caxton Associates (New York)
New York
$426K +$444K +2,602 New
DAS
1404
Dynamic Advisor Solutions
Arizona
$425K -$1.69M -9,886 -79%
MBTD
1405
Mechanics Bank - Trust Department
California
$425K -$63.9K -375 -13%
NP
1406
Ninepoint Partners
Ontario, Canada
$425K -$26.3K -154 -6%
WB
1407
Webster Bank
Connecticut
$425K – – –
CIA
1408
Caerus Investment Advisors
Texas
$425K +$443K +2,600 New
LFM
1409
LGT Fund Management
Liechtenstein
$425K +$443K +2,600 New
SLA
1410
Silver Lake Advisory
Utah
$424K +$341 +2 +0.1%
SFI
1411
SPC Financial Inc
Maryland
$422K – – –
WWM
1412
Windsor Wealth Management
Indiana
$418K +$120K +702 +41%
ONB
1413
Old National Bancorp
Indiana
$417K -$48.9K -287 -10%
DSC
1414
Duncker Streett & Co
Missouri
$417K – – –
LA
1415
Latitude Advisors
Florida
$415K -$341 -2 -0.1%
MTIC
1416
Missouri Trust & Investment Company
Missouri
$415K +$432K +2,535 New
RHAM
1417
Round Hill Asset Management
California
$413K – – –
EI
1418
Ellevest Inc
New York
$412K +$25.7K +151 +6%
RW
1419
REDW Wealth
New Mexico
$411K +$10.2K +60 +2%
EWM
1420
EPG Wealth Management
Georgia
$410K +$42.6K +250 +11%
SCA
1421
Sippican Capital Advisors
Massachusetts
$409K -$398K -2,334 -48%
NA
1422
Navellier & Associates
Nevada
$409K -$17.1K -100 -4%
HIM
1423
Harbour Investment Management
Washington
$409K – – –
AC
1424
Addison Capital
Pennsylvania
$408K – – –
CI
1425
CX Institutional
Indiana
$407K -$210K -1,229 -33%
55 56
57
58 59