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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
LJAC
1526
L.J. Altfest & Co
New York
$1.2M -$61.5K -172 -5%
LAM
1527
L2 Asset Management
Massachusetts
$1.2M -$1.89M -5,280 -62%
EFG
1528
Elevated Financial Group
Indiana
$1.19M +$1.16M +3,229 New
CA
1529
Continuum Advisory
Idaho
$1.19M -$19.7K -55 -2%
HR
1530
Howe & Rusling
New York
$1.18M +$564K +1,576 +98%
OCA
1531
Odyssey Capital Advisors
Pennsylvania
$1.18M +$1.14M +3,190 New
DSC
1532
Duncker Streett & Co
Missouri
$1.18M – – –
MFGM
1533
Marshall Financial Group (Maryland)
Maryland
$1.18M +$808K +2,257 +243%
CFG
1534
Cooper Financial Group
California
$1.18M +$65.5K +183 +6%
FMI
1535
Frec Markets Inc
California
$1.18M +$1.14M +3,180 New
LC
1536
Lavelle Capital
California
$1.17M +$1.13M +3,170 New
LCM
1537
Legato Capital Management
California
$1.17M +$1.13M +3,169 New
LFM
1538
LGT Fund Management
Liechtenstein
$1.17M +$169K +473 +18%
GWM
1539
Geneos Wealth Management
Colorado
$1.17M +$10.7K +30 +1%
SWM
1540
SeaCrest Wealth Management
New York
$1.17M -$25.4K -71 -2%
BTWM
1541
Baker Tilly Wealth Management
Wisconsin
$1.17M +$154K +429 +16%
EP
1542
Edgestream Partners
New Jersey
$1.17M +$1.13M +3,158 New
HBT
1543
Heartland Bank & Trust
Illinois
$1.17M +$906K +2,532 +405%
UAML
1544
US Asset Management LLC
Pennsylvania
$1.17M -$11.8K -33 -1%
LAM
1545
Lewis Asset Management
California
$1.16M -$77.7K -217 -6%
MFA
1546
Mayflower Financial Advisors
Massachusetts
$1.16M -$191K -534 -15%
RWS
1547
Resolute Wealth Strategies
Mississippi
$1.16M +$40.8K +114 +4%
NG
1548
Novem Group
New York
$1.16M +$1.12M +3,124 New
RIA
1549
Richwood Investment Advisors
Ohio
$1.16M -$26.8K -75 -2%
CG
1550
CFO4Life Group
Texas
$1.15M -$59.4K -166 -5%
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