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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
DIM
1326
Delta Investment Management
California
$223K +$216K +2,346 New
HWA
1327
HCR Wealth Advisors
California
$222K -$34.3K -372 -14%
TAM
1328
Trillium Asset Management
Massachusetts
$222K -$829 -9 -0.4%
WB
1329
Webster Bank
Connecticut
$221K – – –
FBB
1330
Fulton Breakefield Broenniman
Maryland
$221K +$213K +2,318 New
22CM
1331
20/20 Capital Management
California
$219K +$204K +2,212 New
BRWM
1332
B. Riley Wealth Management
Tennessee
$218K -$286K -3,107 -58%
MFG
1333
Merit Financial Group
Georgia
$218K -$28.4K -309 -12%
CT
1334
Columbia Trust
Oregon
$218K -$23.4K -254 -10%
VAG
1335
VisionPoint Advisory Group
Texas
$217K +$209K +2,271 New
BA
1336
Ballast Advisors
Minnesota
$216K +$209K +2,266 New
WP
1337
WealthSource Partners
California
$215K -$81.9K -890 -28%
RMDI
1338
R.M. Davis Inc
Maine
$215K -$41.4K -450 -17%
PL
1339
Plancorp LLC
Missouri
$215K +$208K +2,254 New
XSC
1340
X-Square Capital
Puerto Rico
$214K +$206K +2,242 New
JFA
1341
JNBA Financial Advisors
Minnesota
$212K – – –
CASB
1342
Cape Ann Savings Bank
Massachusetts
$212K +$205K +2,225 New
MFG
1343
MidWestOne Financial Group
Iowa
$212K +$205K +2,231 New
9WM
1344
9258 Wealth Management
Ohio
$212K +$206K +2,232 New
ESB
1345
Essex Savings Bank
Connecticut
$212K +$206K +2,234 New
EW
1346
Evoke Wealth
California
$211K -$19K -206 -9%
IRC
1347
Investors Research Corp
Georgia
$211K +$16.1K +175 +9%
NAS
1348
Nicolet Advisory Services
Wisconsin
$211K +$204K +2,214 New
CWA
1349
Capital Wealth Alliance
Arizona
$210K +$204K +2,215 New
CCMD
1350
Cypress Capital Management (Delaware)
Delaware
$209K -$57.1K -620 -22%
52 53
54
55 56