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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
LA
1401
Legacy Advisors
Pennsylvania
$1.24M +$1.18M +3,720 New
GWA
1402
Gratus Wealth Advisors
Virginia
$1.23M +$8.91K +28 +0.8%
FMN
1403
Financial Management Network
California
$1.23M +$126K +396 +12%
SIA
1404
Soltis Investment Advisors
Utah
$1.23M +$14.3K +45 +1%
IC
1405
IEQ Capital
California
$1.23M -$1.82M -5,735 -61%
UAS
1406
United Asset Strategies
New York
$1.23M -$34.4K -108 -3%
LWL
1407
Leo Wealth LLC
Texas
$1.22M -$594K -1,868 -34%
CFG
1408
Clayton Financial Group
Missouri
$1.22M +$1.17M +3,683 New
PGCM
1409
Prescott Group Capital Management
Oklahoma
$1.22M – – –
MFA
1410
Mayflower Financial Advisors
Massachusetts
$1.22M +$61.1K +192 +6%
GTAM
1411
Global Trust Asset Management
Florida
$1.21M +$211K +662 +22%
MA
1412
MJP Associates
Connecticut
$1.21M -$16.9K -53 -1%
FFA
1413
Florida Financial Advisors
Florida
$1.21M +$231K +727 +25%
NCM
1414
Northside Capital Management
Oregon
$1.2M – – –
SC
1415
Saybrook Capital
North Carolina
$1.2M – – –
VCP
1416
Verus Capital Partners
Arizona
$1.19M -$19.7K -62 -2%
PTC
1417
Philadelphia Trust Company
Pennsylvania
$1.19M – – –
EA
1418
Enclave Advisors
Texas
$1.19M +$714K +2,244 +167%
OAM
1419
Oak Asset Management
California
$1.19M – – –
MSAM
1420
Moloney Securities Asset Management
Missouri
$1.19M -$179K -563 -14%
PWA
1421
Portus Wealth Advisors
North Carolina
$1.18M +$1.13M +3,557 New
FCM
1422
Family Capital Management
Michigan
$1.18M +$99.6K +313 +10%
MWA
1423
Midland Wealth Advisors
Illinois
$1.18M -$91.3K -287 -7%
PFA
1424
Pathway Financial Advisers
Indiana
$1.18M +$71.2K +224 +7%
BT
1425
Banque Transatlantique
France
$1.18M -$65.2K -205 -5%
55 56
57
58 59