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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
I
1451
InvesTrust
Oklahoma
$1.13M – – –
PTP
1452
Platform Technology Partners
New York
$1.13M +$106K +315 +9%
MW
1453
Marble Wealth
Alabama
$1.13M -$307K -915 -20%
CA
1454
Crumly & Associates
Illinois
$1.13M +$91.5K +273 +8%
GDP
1455
Great Diamond Partners
Maine
$1.13M -$1.34K -4 -0.1%
AAS
1456
Ameritas Advisory Services
Nebraska
$1.13M +$7.71K +23 +0.6%
GSWM
1457
Golden State Wealth Management
California
$1.13M -$197K -588 -14%
WBC
1458
Westpac Banking Corp
Australia
$1.13M -$180K -538 -13%
EFG
1459
Embree Financial Group
Illinois
$1.12M +$110K +328 +10%
VFA
1460
Values First Advisors
Tennessee
$1.12M +$26.2K +78 +2%
TCM
1461
Triumph Capital Management
Colorado
$1.12M +$1.1M +3,274 +783%
UAS
1462
United Asset Strategies
New York
$1.12M +$24.8K +74 +2%
DSC
1463
Duncker Streett & Co
Missouri
$1.11M +$168K +500 +16%
PWA
1464
Portus Wealth Advisors
North Carolina
$1.11M -$18.4K -55 -1%
IWA
1465
IBEX Wealth Advisors
New Jersey
$1.11M -$5.49M -16,360 -82%
SEIA
1466
Signature Estate & Investment Advisors
California
$1.11M +$494K +1,473 +67%
PGCM
1467
Prescott Group Capital Management
Oklahoma
$1.11M – – –
VV
1468
Verity & Verity
South Carolina
$1.1M -$180K -536 -13%
KWA
1469
Kingswood Wealth Advisors
California
$1.1M +$54.7K +163 +5%
LS
1470
Livforsakringsbolaget Skandia
Sweden
$1.1M – – –
SACTSONJ
1471
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.1M +$482K +1,438 +65%
EW
1472
Elyxium Wealth
California
$1.1M +$18.4K +55 +2%
APW
1473
Aventura Private Wealth
Florida
$1.1M -$377K -1,123 -24%
SB
1474
Sunflower Bank
Texas
$1.1M +$671 +2 +0.1%
CCM
1475
Conway Capital Management
California
$1.1M – – –
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