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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
I
1526
InceptionR
California
$810K -$286K -994 -27%
MFA
1527
Millington Financial Advisors
Illinois
$809K -$48.8K -170 -6%
MA
1528
MCF Advisors
Kentucky
$809K +$6.03K +21 +0.8%
MFG
1529
Midwest Financial Group
Kansas
$808K – – –
PHAM
1530
Palisades Hudson Asset Management
Florida
$808K – – –
N
1531
Numerai
California
$806K -$302K -1,050 -28%
AFC
1532
AFT Forsyth & Company
Florida
$803K +$12.9K +45 +2%
HAIM
1533
Hunter Associates Investment Management
Pennsylvania
$802K +$51.7K +180 +7%
PCG
1534
PFC Capital Group
California
$801K – – –
MAM
1535
Meeder Asset Management
Ohio
$801K -$8.78M -30,572 -92%
AF
1536
Arrow Financial
New York
$801K -$26.1K -91 -3%
TSWM
1537
Triangle Securities Wealth Management
North Carolina
$797K -$6.61K -23 -0.8%
TW
1538
TritonPoint Wealth
Maryland
$797K +$5.75K +20 +0.8%
GLLW
1539
Graves Light Lenhart Wealth
Virginia
$796K -$28.7K -100 -4%
CM
1540
Castleark Management
Illinois
$794K -$7.82M -27,230 -91%
FFA
1541
Founders Financial Alliance
North Carolina
$792K +$30.7K +107 +4%
APWA
1542
Atlas Private Wealth Advisors
New Jersey
$791K +$1.15K +4 +0.2%
RFG
1543
RFP Financial Group
Georgia
$789K – – –
CTWM
1544
Cherry Tree Wealth Management
Minnesota
$783K – – –
CIS
1545
Custom Index Systems
New York
$782K -$11.2K -39 -1%
BPCE
1546
Bank Pictet & Cie (Europe)
Germany
$781K +$151K +525 +25%
SAM
1547
Strive Asset Management
Ohio
$781K +$756K +2,632 New
MIP
1548
Marietta Investment Partners
Wisconsin
$778K -$43.7K -152 -5%
CAM
1549
Cidel Asset Management
Ontario, Canada
$777K -$98K -341 -12%
GS
1550
GTS Securities
Florida
$775K -$968K -3,369 -56%
60 61
62
63 64