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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
OPOWM
1476
One Plus One Wealth Management
Florida
$340K – – –
EGA
1477
E&G Advisors
Texas
$340K +$14.8K +100 +5%
CAM
1478
Covenant Asset Management
New Jersey
$340K +$341K +2,300 New
WAP
1479
Wealthcare Advisory Partners
Pennsylvania
$340K +$53.9K +364 +19%
SPWG
1480
Sage Private Wealth Group
Illinois
$339K +$148 +1 +0%
MRCM
1481
M&R Capital Management
New Jersey
$339K -$296 -2 -0.1%
HA
1482
HFG Advisors
Ohio
$339K – – –
BG
1483
Benedetti & Gucer
Georgia
$338K – – –
CIM
1484
Contravisory Investment Management
Massachusetts
$337K +$43.4K +293 +15%
GA
1485
Geller Advisors
New York
$336K +$1.48K +10 +0.4%
MSA
1486
Marino Stram & Associates
Massachusetts
$336K -$7.11K -48 -2%
WA
1487
Wealth Architects
California
$336K -$5.48K -37 -2%
PGAM
1488
Princeton Global Asset Management
New Jersey
$335K – – –
ESB
1489
Essex Savings Bank
Connecticut
$335K +$2.67K +18 +0.8%
MTIC
1490
Missouri Trust & Investment Company
Missouri
$334K – – –
ATFA
1491
All Terrain Financial Advisors
Minnesota
$334K – – –
SWM
1492
Silverlake Wealth Management
Vermont
$334K +$11.4K +77 +4%
FWIA
1493
Fort Washington Investment Advisors
Ohio
$332K -$33.8K -228 -9%
OAM
1494
Oak Asset Management
California
$332K -$1.93K -13 -0.6%
RMCM
1495
Reynders McVeigh Capital Management
Massachusetts
$331K – – –
QPW
1496
Quantum Private Wealth
Florida
$331K – – –
AWM
1497
Aberdeen Wealth Management
Illinois
$328K – – –
BIP
1498
Blueprint Investment Partners
North Carolina
$328K +$329K +2,218 New
WPC
1499
Waters Parkerson & Co
Louisiana
$327K -$2.22K -15 -0.7%
SFG
1500
Sunburst Financial Group
Alabama
$327K – – –
58 59
60
61 62