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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
1326
Capital Planning Advisors
California
$359K -$139K -1,055 -29%
SFO
1327
Standard Family Office
South Dakota
$358K -$79.3K -600 -19%
HIM
1328
Harbour Investment Management
Washington
$358K +$3.83K +29 +1%
BSB
1329
Bangor Savings Bank
Maine
$358K +$7.93K +60 +2%
RHAM
1330
Round Hill Asset Management
California
$357K – – –
BOPW
1331
Brandywine Oak Private Wealth
Pennsylvania
$356K +$2.11K +16 +0.6%
LOAME
1332
Lombard Odier Asset Management (Europe)
United Kingdom
$356K +$332K +2,514 New
SLA
1333
Silver Lake Advisory
Utah
$355K +$264 +2 +0.1%
PCG
1334
Private Capital Group
Connecticut
$354K -$159K -1,200 -33%
NA
1335
Navellier & Associates
Nevada
$354K -$26.4K -200 -7%
EVM
1336
Evelyn V. Moreno
$354K – – –
EWM
1337
EPG Wealth Management
Georgia
$354K +$925 +7 +0.3%
AC
1338
Addison Capital
Pennsylvania
$353K – – –
PG
1339
Patten Group
Tennessee
$351K -$58.8K -445 -15%
SPWG
1340
Sage Private Wealth Group
Illinois
$350K -$53K -401 -14%
CPIA
1341
Cornell Pochily Investment Advisors
New York
$350K -$49.4K -374 -13%
CWG
1342
Cornerstone Wealth Group
North Carolina
$350K +$3.04K +23 +1%
FANJ
1343
Financial Architects (New Jersey)
New Jersey
$350K +$6.61K +50 +2%
BOS
1344
Bingham Osborn & Scarborough
California
$350K +$27.6K +209 +9%
AWM
1345
Aberdeen Wealth Management
Illinois
$349K -$1.32K -10 -0.4%
DA
1346
Duality Advisers
Florida
$348K -$577K -4,364 -64%
CSPIA
1347
Cary Street Partners Investment Advisory
Virginia
$347K -$419K -3,168 -56%
OWA
1348
Outlook Wealth Advisors
Texas
$347K -$184K -1,396 -36%
MFA
1349
Mayflower Financial Advisors
Massachusetts
$347K -$39.6K -300 -11%
CFA
1350
Cahill Financial Advisors
Minnesota
$347K – – –
52 53
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55 56