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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
UWS
1551
Unique Wealth Strategies
Illinois
$411K +$353K +2,191 New
LC
1552
Lindbrook Capital
California
$410K -$48.1K -299 -12%
HWM
1553
Horizon Wealth Management
Illinois
$410K -$35.3K -219 -9%
LFAS
1554
Level Four Advisory Services
Texas
$410K +$8.05K +50 +2%
SI
1555
Symmetry Investments
Jersey
$409K -$342K -2,123 -49%
GSEP
1556
Golden State Equity Partners
California
$409K +$41K +255 +13%
HCA
1557
Hyperion Capital Advisors
New York
$408K +$80.5K +500 +30%
HIG
1558
Heritage Investment Group
Florida
$408K +$80.2K +498 +30%
PFS
1559
Physicians Financial Services
North Carolina
$407K – – –
VHAM
1560
Van Hulzen Asset Management
California
$407K +$349K +2,170 New
SWMP
1561
Signature Wealth Management Partners
New Jersey
$407K – – –
GWS
1562
Glassman Wealth Services
Virginia
$407K -$10.1K -63 -3%
HWA
1563
HCR Wealth Advisors
California
$406K +$62.8K +390 +22%
YC
1564
Yarbrough Capital
Tennessee
$405K – – –
CCA
1565
Cadent Capital Advisors
Oklahoma
$405K -$11.8K -73 -3%
RPC
1566
Rossmore Private Capital
Connecticut
$404K -$2.42K -15 -0.7%
NLP
1567
Next Level Private
New York
$404K +$483 +3 +0.1%
EBA
1568
Eagle Bay Advisors
New York
$403K -$161 -1 -0%
GIM
1569
Greylin Investment Management
Virginia
$403K – – –
WCFA
1570
Walkner Condon Financial Advisors
Wisconsin
$403K +$26.4K +164 +8%
SAM
1571
Smartleaf Asset Management
Massachusetts
$403K +$348K +2,161 New
OW
1572
Olistico Wealth
Oklahoma
$401K +$64.2K +399 +23%
OWA
1573
Opal Wealth Advisors
New York
$401K +$2.9K +18 +0.8%
MIM
1574
Morningstar Investment Management
Illinois
$399K -$17.7K -110 -5%
SWM
1575
Silverlake Wealth Management
Vermont
$399K -$2.09K -13 -0.6%
61 62
63
64 65