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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
NAG
1476
Northstar Advisory Group
New Jersey
$1.25M -$1.03M -3,219 -47%
UAS
1477
United Asset Strategies
New York
$1.25M +$2.88K +9 +0.2%
DSC
1478
Duncker Streett & Co
Missouri
$1.25M – – –
HFW
1479
Horizon Family Wealth
Illinois
$1.25M +$58K +181 +5%
CFG
1480
Clayton Financial Group
Missouri
$1.25M -$89.6K -280 -7%
MFG
1481
Menard Financial Group
Texas
$1.24M +$1.18M +3,672 New
PGCM
1482
Prescott Group Capital Management
Oklahoma
$1.24M – – –
CFG
1483
Carr Financial Group
Massachusetts
$1.24M -$378K -1,182 -24%
VV
1484
Verity & Verity
South Carolina
$1.23M – – –
PCM
1485
Polymer Capital Management
New York
$1.23M +$1.17M +3,649 New
BB
1486
Bell Bank
North Dakota
$1.23M +$19.2K +60 +2%
TW
1487
Tempo Wealth
Ohio
$1.23M +$574K +1,794 +98%
CCM
1488
Conway Capital Management
California
$1.23M – – –
EI
1489
Ellevest Inc
New York
$1.23M -$58.6K -183 -5%
SB
1490
Sunflower Bank
Texas
$1.22M -$2.24K -7 -0.2%
DM
1491
Delphi Management
Massachusetts
$1.22M +$116K +361 +11%
SC
1492
Saybrook Capital
North Carolina
$1.22M – – –
APW
1493
Aventura Private Wealth
Florida
$1.21M -$17.9K -56 -2%
OCA
1494
Odyssey Capital Advisors
Pennsylvania
$1.2M -$8.64K -27 -0.8%
VCP
1495
Verus Capital Partners
Arizona
$1.2M +$23.7K +74 +2%
MAM
1496
MWA Asset Management
Massachusetts
$1.2M +$273K +854 +32%
PCP
1497
Proficio Capital Partners
Massachusetts
$1.19M +$690K +2,156 +157%
FWI
1498
Facet Wealth Inc
Maryland
$1.19M +$232K +726 +26%
HBT
1499
Heartland Bank & Trust
Illinois
$1.19M +$59.6K +186 +6%
IC
1500
IEQ Capital
California
$1.19M -$6.61M -20,633 -85%
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60
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