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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
1551
Childress Capital Advisors
Texas
$653K +$5.73K +23 +1%
LIA
1552
LS Investment Advisors
Michigan
$653K – – –
KWS
1553
Keystone Wealth Services
California
$651K +$598K +2,401 New
ACM
1554
AUA Capital Management
Pennsylvania
$651K -$2.99K -12 -0.5%
CIM
1555
Confluence Investment Management
Missouri
$651K – – –
WIA
1556
Westbourne Investment Advisors
Maryland
$650K – – –
BHWM
1557
Bar Harbor Wealth Management
New Hampshire
$647K -$14.4K -58 -2%
CIS
1558
Capital International Sarl
California
$647K +$251K +1,009 +73%
SA
1559
Strategic Advocates
Utah
$645K -$229K -920 -28%
WCG
1560
Weaver Consulting Group
California
$645K – – –
MMG
1561
Monetary Management Group
Missouri
$644K – – –
WFA
1562
WMG Financial Advisors
Tennessee
$643K +$590K +2,370 New
BA
1563
Ballast Advisors
Minnesota
$641K -$32.4K -130 -5%
AIM
1564
Acropolis Investment Management
Missouri
$638K -$16.9K -68 -3%
DDPIC
1565
Deroy & Devereaux Private Investment Counsel
Michigan
$637K – – –
DIM
1566
Delta Investment Management
California
$637K +$35.6K +143 +6%
9WM
1567
9258 Wealth Management
Ohio
$635K – – –
MFT
1568
Moisand Fitzgerald Tamayo
Florida
$634K – – –
SHJ
1569
Sharkey, Howes & Javer
Colorado
$634K +$582K +2,337 New
IPW
1570
Impact Partnership Wealth
Georgia
$633K -$22.9K -92 -4%
VAG
1571
VisionPoint Advisory Group
Texas
$632K -$595K -2,391 -51%
SIA
1572
Soltis Investment Advisors
Utah
$631K +$105K +421 +22%
MWA
1573
Moser Wealth Advisors
Washington
$631K – – –
CRI
1574
Colonial River Investments
Virginia
$631K +$579K +2,326 New
SLA
1575
Silver Lake Advisory
Utah
$630K +$747 +3 +0.1%
61 62
63
64 65