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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
BMCM
2576
Burns Matteson Capital Management
New York
$212K – – –
JIG
2577
Junk Investment Group
Maryland
$212K +$234K +699 New
PCM
2578
Pointe Capital Management
Michigan
$211K – – –
CVA
2579
Central Valley Advisors
California
$211K +$32.5K +97 +16%
GCA
2580
Gradient Capital Advisors
California
$211K – – –
OWA
2581
Octavia Wealth Advisors
Ohio
$211K -$335 -1 -0.1%
SFG
2582
SevenBridge Financial Group
Pennsylvania
$210K -$53.3K -159 -20%
RIS
2583
Retirement Income Solutions
Michigan
$210K – – –
SFS
2584
Stiles Financial Services
Minnesota
$210K +$335 +1 +0.1%
MAG
2585
M3 Advisory Group
Massachusetts
$210K -$3.69K -11 -2%
EAN
2586
Excelsior Advisor Network
Colorado
$210K -$9.39K -28 -4%
CIA
2587
Cape Investment Advisory
Georgia
$209K +$26.8K +80 +13%
FC
2588
Fusion Capital
South Carolina
$209K +$11.1K +33 +5%
WCM
2589
Warburton Capital Management
Oklahoma
$209K +$3.02K +9 +1%
PVAMC
2590
PPS&V Asset Management Consultants
Michigan
$208K – – –
FMTCOCP
2591
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$208K – – –
GJWM
2592
Gilliland Jeter Wealth Management
Arkansas
$208K +$18.1K +54 +9%
WHC
2593
Wulff, Hansen & Co
California
$208K – – –
NWA
2594
New World Advisors
Massachusetts
$208K -$1.68K -5 -0.7%
EWM
2595
Elmwood Wealth Management
California
$207K -$45.3K -135 -16%
GHA
2596
Good Harbor Advisors
Massachusetts
$207K – – –
PGA
2597
Portland Global Advisors
Maine
$206K – – –
ST
2598
Somerset Trust
Pennsylvania
$206K – – –
DCM
2599
Donaldson Capital Management
Indiana
$206K +$4.02K +12 +2%
AWP
2600
Avid Wealth Partners
Texas
$205K +$30.2K +90 +15%
102 103
104
105 106