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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
AFC
1501
AFT Forsyth & Company
Florida
$722K – – –
RFG
1502
RFP Financial Group
Georgia
$721K -$453K -1,818 -41%
GCP
1503
GSA Capital Partners
United Kingdom
$720K +$26.9K +108 +4%
FMLI
1504
Fukoku Mutual Life Insurance
Japan
$716K – – –
CTWM
1505
Cherry Tree Wealth Management
Minnesota
$715K -$20.4K -82 -3%
RW
1506
REDW Wealth
New Mexico
$714K -$10.5K -42 -2%
AIM
1507
Athena Investment Management
California
$712K -$12K -48 -2%
FCA
1508
FinTrust Capital Advisors
South Carolina
$712K -$6.47K -26 -1%
OF
1509
Outfitter Financial
Maine
$712K – – –
FFA
1510
Fortune Financial Advisors
Kansas
$709K -$35.1K -141 -5%
TIA
1511
Traphagen Investment Advisors
New Jersey
$706K +$22.4K +90 +4%
PTB
1512
Pioneer Trust Bank
Oregon
$705K – – –
DSC
1513
Duncker Streett & Co
Missouri
$705K +$12.4K +50 +2%
NP
1514
Nilsine Partners
Colorado
$704K -$71K -285 -10%
SEIA
1515
Signature Estate & Investment Advisors
California
$704K +$14.2K +57 +2%
RWP
1516
Revolve Wealth Partners
New Jersey
$702K +$325K +1,307 +102%
FCCM
1517
First City Capital Management
Georgia
$700K – – –
CW
1518
Channel Wealth
California
$698K – – –
T
1519
TNF
Montana
$696K – – –
FFA
1520
Founders Financial Alliance
North Carolina
$695K +$15.2K +61 +2%
SCA
1521
Sippican Capital Advisors
Massachusetts
$694K – – –
PGAM
1522
Princeton Global Asset Management
New Jersey
$692K +$45.1K +181 +8%
WAM
1523
Weatherly Asset Management
California
$689K +$633K +2,542 New
HIM
1524
Harbour Investment Management
Washington
$689K – – –
HAIM
1525
Hunter Associates Investment Management
Pennsylvania
$685K – – –
59 60
61
62 63