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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
IIC
1276
Integrated Investment Consultants
Michigan
$572K +$146K +859 +33%
KLCM
1277
KG&L Capital Management
Louisiana
$571K +$160K +940 +37%
GWM
1278
Gitterman Wealth Management
New Jersey
$568K – – –
MMG
1279
Monetary Management Group
Missouri
$564K – – –
DWM
1280
Defined Wealth Management
Oregon
$563K – – –
CPIG
1281
Chicago Partners Investment Group
Illinois
$561K +$28.5K +167 +6%
JWBC
1282
John W. Bristol & Co
New York
$560K -$42.6K -250 -7%
TF
1283
Tompkins Financial
New York
$560K -$2.9K -17 -0.5%
GBT
1284
Grove Bank & Trust
Florida
$559K – – –
RI
1285
Ridgewood Investments
New Jersey
$558K -$13.3K -78 -2%
HFM
1286
Hartford Financial Management
Connecticut
$556K +$5.8K +34 +1%
FFA
1287
First Foundation Advisors
California
$555K +$12.6K +74 +2%
HCM
1288
Hall Capital Management
Rhode Island
$550K -$38.2K -224 -6%
FW
1289
FirstPurpose Wealth
Utah
$550K +$573K +3,360 New
RP
1290
Riverbridge Partners
Minnesota
$548K – – –
APC
1291
Aspire Private Capital
North Carolina
$548K +$59.9K +351 +12%
SCM
1292
Stonebridge Capital Management
California
$546K -$85.3K -500 -13%
AIM
1293
Aspen Investment Management
Michigan
$546K -$42.6K -250 -7%
IIA
1294
IPG Investment Advisors
California
$544K -$1.13M -6,608 -67%
ACM
1295
Antonetti Capital Management
Florida
$540K – – –
SAM
1296
SignalPoint Asset Management
Missouri
$539K -$23.7K -139 -4%
BCM
1297
BTR Capital Management
California
$539K – – –
PO
1298
Private Ocean
California
$539K +$37K +217 +7%
IC
1299
Intersect Capital
California
$538K -$180K -1,055 -24%
CBT
1300
Central Bank & Trust
Kentucky
$537K – – –
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