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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
1401
Aljian Capital Management
Nevada
$884K +$812K +3,260 New
CTC
1402
Cetera Trust Company
Minnesota
$884K -$18.7K -75 -2%
HFM
1403
Hartford Financial Management
Connecticut
$884K – – –
BIG
1404
Brooklyn Investment Group
New York
$882K +$91.6K +368 +13%
LWL
1405
Leo Wealth LLC
Texas
$882K -$27.1K -109 -3%
KFS
1406
Kurt F. Somerville
$881K – – –
LAM
1407
Lewis Asset Management
California
$881K +$144K +580 +22%
WP
1408
WMS Partners
Maryland
$878K -$343K -1,378 -30%
AO
1409
Advisor OS
Illinois
$876K +$53K +213 +7%
LJAC
1410
L.J. Altfest & Co
New York
$872K +$747 +3 +0.1%
MAA
1411
Matrix Asset Advisors
New York
$871K – – –
FIBT
1412
First International Bank & Trust
North Dakota
$870K +$5.73K +23 +0.7%
UCB
1413
United Community Bank
South Carolina
$869K -$164K -659 -17%
PHS
1414
Pekin Hardy Strauss
Illinois
$867K +$16.2K +65 +2%
WWS
1415
Wellington Wealth Strategies
Indiana
$866K +$799K +3,207 New
EW
1416
Elyxium Wealth
California
$865K +$794K +3,188 New
MSWM
1417
McGlone Suttner Wealth Management
Wisconsin
$860K +$196K +786 +33%
EWA
1418
EverSource Wealth Advisors
Alabama
$858K -$78.9K -317 -9%
ERIM
1419
Eagle Ridge Investment Management
Connecticut
$854K +$2.24K +9 +0.3%
SAM
1420
SignalPoint Asset Management
Missouri
$853K -$1.74K -7 -0.2%
CYG
1421
Clean Yield Group
Vermont
$850K +$11.2K +45 +1%
LA
1422
Lifeworks Advisors
Michigan
$850K +$21.4K +86 +3%
TYCC
1423
Texas Yale Capital Corp
Florida
$847K +$50.3K +202 +7%
FPCG
1424
Fort Pitt Capital Group
Pennsylvania
$843K -$6.97K -28 -0.9%
WP
1425
Westmount Partners
California
$838K -$5.73K -23 -0.7%
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