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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
1501
Colonial Trust
South Carolina
$1.27M -$533K -1,490 -30%
PTP
1502
Platform Technology Partners
New York
$1.27M +$6.44K +18 +0.5%
GSEP
1503
Golden State Equity Partners
California
$1.25M +$455K +1,271 +60%
EFG
1504
Embree Financial Group
Illinois
$1.25M -$3.94K -11 -0.3%
SIC
1505
Sigma Investment Counselors
Michigan
$1.25M – – –
BWA
1506
Basecamp Wealth Advisors
Washington
$1.25M +$1.21M +3,374 New
RC
1507
Rexford Capital
Texas
$1.25M – – –
PCH
1508
PGIM Custom Harvest
New Jersey
$1.25M +$39.4K +110 +3%
LA
1509
LVW Advisors
New York
$1.24M -$44K -123 -4%
TC
1510
TownSquare Capital
Utah
$1.24M -$14.7K -41 -1%
SBFM
1511
S-Bank Fund Management
Finland
$1.23M -$303K -847 -20%
AWM
1512
Aprio Wealth Management
Georgia
$1.23M +$644K +1,801 +118%
QFA
1513
Quantum Financial Advisors
California
$1.23M +$345K +965 +41%
AWP
1514
Abacus Wealth Partners
California
$1.22M +$884K +2,471 +297%
WA
1515
WBH Advisory
Maryland
$1.22M -$10.7K -30 -0.9%
UBP
1516
Union Bancaire Privee
Switzerland
$1.22M +$1.42M +3,979 +2,653%
ZI
1517
ZEGA Investments
Florida
$1.22M +$13.6K +38 +1%
AIM
1518
Allen Investment Management
New York
$1.21M +$466K +1,303 +66%
SFWC
1519
Strategic Family Wealth Counselors
New Jersey
$1.21M +$689K +1,926 +127%
CTC
1520
Cetera Trust Company
Minnesota
$1.21M – – –
AA
1521
Armis Advisers
Georgia
$1.2M -$408K -1,141 -22%
SIA
1522
Strategic Investment Advisors
Michigan
$1.2M -$79.1K -221 -6%
CFM
1523
Catalyst Funds Management
Australia
$1.2M -$1.27M -3,560 -52%
LJAC
1524
L.J. Altfest & Co
New York
$1.2M -$61.5K -172 -5%
LAM
1525
L2 Asset Management
Massachusetts
$1.2M -$1.89M -5,280 -62%
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