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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
WCG
1301
Weaver Consulting Group
California
$379K +$354K +2,677 New
LBD
1302
Landsberg Bennett & Dubbaneh
Florida
$378K -$17.6K -133 -5%
CM
1303
Castleark Management
Illinois
$378K – – –
TSWM
1304
Triangle Securities Wealth Management
North Carolina
$378K – – –
CCG
1305
Cypress Capital Group
Florida
$378K +$24.3K +184 +7%
CNBTD
1306
Citizens National Bank Trust Department
Mississippi
$376K -$2.64K -20 -0.7%
KLCM
1307
KG&L Capital Management
Louisiana
$375K -$5.95K -45 -2%
DSC
1308
Duncker Streett & Co
Missouri
$375K – – –
BA
1309
Ballast Advisors
Minnesota
$371K – – –
AA
1310
Advisory Alpha
Michigan
$371K +$132 +1 +0%
QPWM
1311
Quadrant Private Wealth Management
Pennsylvania
$369K -$16.1K -122 -4%
FA
1312
Fiducient Advisors
Illinois
$369K – – –
PCMC
1313
Paragon Capital Management (Colorado)
Colorado
$369K – – –
BG
1314
Bellevue Group
Switzerland
$368K -$132K -1,000 -28%
OIA
1315
Optimum Investment Advisors
Illinois
$368K – – –
SFI
1316
SPC Financial Inc
Maryland
$368K +$2.38K +18 +0.7%
CBN
1317
Cadence Bank NA
Texas
$368K +$107K +810 +45%
WPW
1318
Waldron Private Wealth
Pennsylvania
$366K +$925 +7 +0.3%
PCH
1319
PGIM Custom Harvest
New Jersey
$366K +$342K +2,590 New
FCM
1320
Fairbanks Capital Management
California
$365K – – –
WA
1321
Wealth Architects
California
$365K +$15.9K +120 +5%
OR
1322
Olympiad Research
Connecticut
$363K -$66.7K -505 -16%
MG
1323
Mather Group
Illinois
$363K -$8.46K -64 -2%
NNP
1324
Nachman Norwood & Parrott
South Carolina
$363K +$1.32K +10 +0.4%
MUMSS
1325
Mitsubishi UFJ Morgan Stanley Securities
Japan
$361K +$337K +2,550 New
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