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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
NRI
1801
NFP Retirement Inc
California
$545K +$3.66K +13 +0.8%
OA
1802
Oxbow Advisors
Texas
$544K +$14.4K +51 +3%
ATWA
1803
Arbor Trust Wealth Advisors
Michigan
$543K +$107K +380 +29%
NA
1804
Navellier & Associates
Nevada
$542K – – –
ZCI
1805
Zevenbergen Capital Investments
Washington
$542K – – –
SAM
1806
Strive Asset Management
Ohio
$542K -$268K -952 -36%
1WM
1807
1858 Wealth Management
Ohio
$542K +$7.32K +26 +2%
ICP
1808
Impact Capital Partners
Colorado
$539K +$22.2K +79 +5%
AF
1809
Apexium Financial
Texas
$539K +$7.04K +25 +2%
HTIM
1810
Harbour Trust & Investment Management
Indiana
$538K – – –
TNA
1811
True North Advisors
Texas
$537K +$66.1K +235 +16%
HIG
1812
Heritage Investment Group
Florida
$536K – – –
WC
1813
Waterloo Capital
Texas
$535K +$186K +660 +65%
AWA
1814
Amplius Wealth Advisors
Pennsylvania
$535K +$12.9K +46 +3%
FA
1815
Fountainhead AM
New Jersey
$534K -$11.3K -40 -2%
CHC
1816
City Holding Co
West Virginia
$534K – – –
TC
1817
TFR Capital
Texas
$534K +$75.1K +267 +19%
TC
1818
Trilogy Capital
California
$533K +$19.1K +68 +4%
EWA
1819
Exencial Wealth Advisors
Oklahoma
$529K -$1.69K -6 -0.4%
MCWA
1820
Meadow Creek Wealth Advisors
Georgia
$528K – – –
PFGIA
1821
Patriot Financial Group Insurance Agency
Massachusetts
$526K – – –
FM
1822
Foster & Motley
Ohio
$525K -$11.3K -40 -2%
MPIA
1823
Mountain Pacific Investment Advisers
Idaho
$525K – – –
AWA
1824
Acorn Wealth Advisors
Michigan
$524K -$281 -1 -0.1%
MSCM
1825
McElhenny Sheffield Capital Management
Texas
$524K -$1.97K -7 -0.4%
71 72
73
74 75