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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
GM
1451
GeoWealth Management
Illinois
$1.28M -$121K -379 -9%
CA
1452
Centerpoint Advisors
Massachusetts
$1.27M – – –
I
1453
InvesTrust
Oklahoma
$1.27M – – –
SRC
1454
Sage Rhino Capital
California
$1.27M -$11.8K -37 -1%
BTI
1455
Blue Trust Inc
Georgia
$1.27M -$24K -75 -2%
FMI
1456
F/M Investments
District of Columbia
$1.27M +$367K +1,147 +44%
DCM
1457
Davidson Capital Management
Texas
$1.27M +$41K +128 +4%
PL
1458
PeakShares LLC
Florida
$1.26M +$81.6K +255 +7%
EFG
1459
Embree Financial Group
Illinois
$1.26M +$5.76K +18 +0.5%
HCM
1460
Howard Capital Management
Georgia
$1.26M +$544K +1,698 +84%
WBC
1461
Westpac Banking Corp
Australia
$1.26M – – –
GDP
1462
Great Diamond Partners
Maine
$1.26M -$6.72K -21 -0.6%
OFS
1463
OneAscent Financial Services
Alabama
$1.25M +$307K +960 +35%
WCM
1464
Winebrenner Capital Management
Kentucky
$1.25M -$91.9K -287 -7%
NAG
1465
Northstar Advisory Group
New Jersey
$1.25M -$1.03M -3,219 -47%
UAS
1466
United Asset Strategies
New York
$1.25M +$2.88K +9 +0.2%
DSC
1467
Duncker Streett & Co
Missouri
$1.25M – – –
HFW
1468
Horizon Family Wealth
Illinois
$1.25M +$58K +181 +5%
CFG
1469
Clayton Financial Group
Missouri
$1.25M -$89.6K -280 -7%
MFG
1470
Menard Financial Group
Texas
$1.24M +$1.18M +3,672 New
PGCM
1471
Prescott Group Capital Management
Oklahoma
$1.24M – – –
CFG
1472
Carr Financial Group
Massachusetts
$1.24M -$378K -1,182 -24%
VV
1473
Verity & Verity
South Carolina
$1.23M – – –
PCM
1474
Polymer Capital Management
New York
$1.23M +$1.17M +3,649 New
BB
1475
Bell Bank
North Dakota
$1.23M +$19.2K +60 +2%
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