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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
1451
Revisor Wealth Management
Ohio
$1.14M -$18.8K -56 -1%
EPIM
1452
Evelyn Partners Investment Management
$1.14M -$5.03K -15 -0.4%
AWM
1453
Aprio Wealth Management
Georgia
$1.14M +$146K +435 +13%
CA
1454
Centerpoint Advisors
Massachusetts
$1.14M -$40.2K -120 -3%
I
1455
InvesTrust
Oklahoma
$1.13M – – –
PTP
1456
Platform Technology Partners
New York
$1.13M +$106K +315 +9%
MW
1457
Marble Wealth
Alabama
$1.13M -$307K -915 -20%
CA
1458
Crumly & Associates
Illinois
$1.13M +$91.5K +273 +8%
GDP
1459
Great Diamond Partners
Maine
$1.13M -$1.34K -4 -0.1%
AAS
1460
Ameritas Advisory Services
Nebraska
$1.13M +$7.71K +23 +0.6%
GSWM
1461
Golden State Wealth Management
California
$1.13M -$197K -588 -14%
WBC
1462
Westpac Banking Corp
Australia
$1.13M -$180K -538 -13%
EFG
1463
Embree Financial Group
Illinois
$1.12M +$110K +328 +10%
VFA
1464
Values First Advisors
Tennessee
$1.12M +$26.2K +78 +2%
TCM
1465
Triumph Capital Management
Colorado
$1.12M +$1.1M +3,274 +783%
UAS
1466
United Asset Strategies
New York
$1.12M +$24.8K +74 +2%
DSC
1467
Duncker Streett & Co
Missouri
$1.11M +$168K +500 +16%
PWA
1468
Portus Wealth Advisors
North Carolina
$1.11M -$18.4K -55 -1%
IWA
1469
IBEX Wealth Advisors
New Jersey
$1.11M -$5.49M -16,360 -82%
SEIA
1470
Signature Estate & Investment Advisors
California
$1.11M +$494K +1,473 +67%
PGCM
1471
Prescott Group Capital Management
Oklahoma
$1.11M – – –
VV
1472
Verity & Verity
South Carolina
$1.1M -$180K -536 -13%
KWA
1473
Kingswood Wealth Advisors
California
$1.1M +$54.7K +163 +5%
LS
1474
Livforsakringsbolaget Skandia
Sweden
$1.1M – – –
SACTSONJ
1475
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.1M +$482K +1,438 +65%
57 58
59
60 61