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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
1551
Trillium Asset Management
Massachusetts
$559K -$20.1K -87 -3%
ACM
1552
AUA Capital Management
Pennsylvania
$558K – – –
WIM
1553
Wittenberg Investment Management
Massachusetts
$558K – – –
LIA
1554
LS Investment Advisors
Michigan
$557K – – –
CIM
1555
Confluence Investment Management
Missouri
$556K -$1.16K -5 -0.2%
DIP
1556
DT Investment Partners
Pennsylvania
$555K – – –
WIA
1557
Westbourne Investment Advisors
Maryland
$555K – – –
HCM
1558
Howland Capital Management
Massachusetts
$553K – – –
CCA
1559
Childress Capital Advisors
Texas
$552K -$10.7K -46 -2%
CST
1560
Charles Schwab Trust
Nevada
$551K +$5.33K +23 +1%
WCG
1561
Weaver Consulting Group
California
$551K – – –
MMG
1562
Monetary Management Group
Missouri
$550K -$7.41K -32 -1%
PGAM
1563
Princeton Global Asset Management
New Jersey
$548K – – –
MSA
1564
Marino Stram & Associates
Massachusetts
$545K – – –
DDPIC
1565
Deroy & Devereaux Private Investment Counsel
Michigan
$544K – – –
SIA
1566
SkyView Investment Advisors
New Jersey
$544K +$59.3K +256 +12%
9WM
1567
9258 Wealth Management
Ohio
$542K -$2.55K -11 -0.5%
MFT
1568
Moisand Fitzgerald Tamayo
Florida
$541K – – –
AC
1569
Allstate Corporation
Illinois
$540K – – –
MWA
1570
Moser Wealth Advisors
Washington
$539K +$62.5K +270 +13%
RCM
1571
Raleigh Capital Management
North Carolina
$539K +$38.2K +165 +8%
SLA
1572
Silver Lake Advisory
Utah
$537K +$926 +4 +0.2%
SC
1573
Sapient Capital
Indiana
$537K -$25.9K -112 -5%
CFP
1574
Catalyst Financial Partners
Massachusetts
$533K +$21.8K +94 +4%
FA
1575
Fiducient Advisors
Illinois
$528K +$5.79K +25 +1%
61 62
63
64 65