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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
EVM
1326
Evelyn V. Moreno
$354K – – –
EWM
1327
EPG Wealth Management
Georgia
$354K +$925 +7 +0.3%
AC
1328
Addison Capital
Pennsylvania
$353K – – –
PG
1329
Patten Group
Tennessee
$351K -$58.8K -445 -15%
SPWG
1330
Sage Private Wealth Group
Illinois
$350K -$53K -401 -14%
CPIA
1331
Cornell Pochily Investment Advisors
New York
$350K -$49.4K -374 -13%
CWG
1332
Cornerstone Wealth Group
North Carolina
$350K +$3.04K +23 +1%
FANJ
1333
Financial Architects (New Jersey)
New Jersey
$350K +$6.61K +50 +2%
BOS
1334
Bingham Osborn & Scarborough
California
$350K +$27.6K +209 +9%
AWM
1335
Aberdeen Wealth Management
Illinois
$349K -$1.32K -10 -0.4%
DA
1336
Duality Advisers
Florida
$348K -$577K -4,364 -64%
CSPIA
1337
Cary Street Partners Investment Advisory
Virginia
$347K -$419K -3,168 -56%
OWA
1338
Outlook Wealth Advisors
Texas
$347K -$184K -1,396 -36%
MFA
1339
Mayflower Financial Advisors
Massachusetts
$347K -$39.6K -300 -11%
CFA
1340
Cahill Financial Advisors
Minnesota
$347K – – –
MS
1341
Madden Securities
Texas
$347K +$19.8K +150 +7%
MAM
1342
McLean Asset Management
Virginia
$345K +$5.55K +42 +2%
BHWM
1343
Bar Harbor Wealth Management
New Hampshire
$344K -$275K -2,085 -46%
CHP
1344
Cable Hill Partners
Oregon
$343K +$50.3K +381 +19%
MIC
1345
Means Investment Company
Maine
$342K – – –
MFT
1346
Moisand Fitzgerald Tamayo
Florida
$342K – – –
SMA
1347
Sage Mountain Advisors
Georgia
$342K +$320K +2,420 New
MWA
1348
Meridian Wealth Advisors
Texas
$341K – – –
CIM
1349
Confluence Investment Management
Missouri
$339K – – –
RW
1350
REDW Wealth
New Mexico
$338K – – –
52 53
54
55 56