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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
IIM
1276
Ipswich Investment Management
Massachusetts
$572K -$51.2K -300 -8%
IIC
1277
Integrated Investment Consultants
Michigan
$572K +$146K +859 +33%
KLCM
1278
KG&L Capital Management
Louisiana
$571K +$160K +940 +37%
GWM
1279
Gitterman Wealth Management
New Jersey
$568K – – –
MMG
1280
Monetary Management Group
Missouri
$564K – – –
DWM
1281
Defined Wealth Management
Oregon
$563K – – –
CPIG
1282
Chicago Partners Investment Group
Illinois
$561K +$28.5K +167 +6%
JWBC
1283
John W. Bristol & Co
New York
$560K -$42.6K -250 -7%
TF
1284
Tompkins Financial
New York
$560K -$2.9K -17 -0.5%
GBT
1285
Grove Bank & Trust
Florida
$559K – – –
RI
1286
Ridgewood Investments
New Jersey
$558K -$13.3K -78 -2%
OMIC
1287
Old Mission Investment Co
Michigan
$557K -$3.24K -19 -0.6%
HFM
1288
Hartford Financial Management
Connecticut
$556K +$5.8K +34 +1%
FFA
1289
First Foundation Advisors
California
$555K +$12.6K +74 +2%
HCM
1290
Hall Capital Management
Rhode Island
$550K -$38.2K -224 -6%
FW
1291
FirstPurpose Wealth
Utah
$550K +$573K +3,360 New
RP
1292
Riverbridge Partners
Minnesota
$548K – – –
APC
1293
Aspire Private Capital
North Carolina
$548K +$59.9K +351 +12%
SCM
1294
Stonebridge Capital Management
California
$546K -$85.3K -500 -13%
AIM
1295
Aspen Investment Management
Michigan
$546K -$42.6K -250 -7%
IIA
1296
IPG Investment Advisors
California
$544K -$1.13M -6,608 -67%
ACM
1297
Antonetti Capital Management
Florida
$540K – – –
SAM
1298
SignalPoint Asset Management
Missouri
$539K -$23.7K -139 -4%
BCM
1299
BTR Capital Management
California
$539K – – –
PO
1300
Private Ocean
California
$539K +$37K +217 +7%
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