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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
OPOWM
1376
One Plus One Wealth Management
Florida
$325K +$304K +2,300 New
KMWM
1377
Keudell/Morrison Wealth Management
Oregon
$321K -$2.25K -17 -0.7%
22CM
1378
20/20 Capital Management
California
$321K – – –
JFA
1379
JNBA Financial Advisors
Minnesota
$321K – – –
TIA
1380
Tiemann Investment Advisors
California
$321K +$132 +1 +0%
CT
1381
Columbia Trust
Oregon
$321K +$2.77K +21 +0.9%
FBB
1382
Fulton Breakefield Broenniman
Maryland
$321K +$300K +2,273 New
ACM
1383
Allred Capital Management
Texas
$318K +$6.21K +47 +2%
AP
1384
Adero Partners
California
$318K +$3.3K +25 +1%
MAM
1385
Magellan Asset Management
Australia
$317K -$21.9K -166 -7%
FA
1386
Financial Advisors
Massachusetts
$317K – – –
GA
1387
Geller Advisors
New York
$317K +$104K +786 +54%
DTL
1388
Dynamic Technology Lab
Singapore
$316K -$480K -3,634 -62%
CAM
1389
CenterStar Asset Management
Illinois
$316K – – –
FB
1390
First Bancorp
Maine
$312K +$291K +2,205 New
DCM
1391
Donaldson Capital Management
Indiana
$311K -$23.8K -180 -8%
CCMD
1392
Cypress Capital Management (Delaware)
Delaware
$310K – – –
MFG
1393
MidWestOne Financial Group
Iowa
$309K -$132 -1 -0%
NICM
1394
Neo Ivy Capital Management
New York
$307K -$320K -2,423 -53%
CIP
1395
Convergence Investment Partners
Florida
$307K -$4.36K -33 -1%
TNB
1396
Thomasville National Bank
Georgia
$307K +$87.2K +660 +23%
PPSG
1397
Princeton Portfolio Strategies Group
New Jersey
$304K – – –
WCM
1398
Whitener Capital Management
North Carolina
$304K – – –
T
1399
TRUADVICE
Florida
$302K -$197K -1,494 -43%
GHA
1400
GW Henssler & Associates
Georgia
$301K – – –
54 55
56
57 58