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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
ACI
1576
Alpha Cubed Investments
California
$285K +$27.3K +184 +11%
ACM
1577
AUA Capital Management
Pennsylvania
$283K – – –
TNAM
1578
Terra Nova Asset Management
New York
$283K -$19.1K -129 -6%
RZH
1579
Relyea Zuckerberg Hanson
Connecticut
$282K +$283K +1,909 New
THL
1580
Tillman Hartley LLC
Colorado
$282K +$283K +1,908 New
NECFA
1581
New England Capital Financial Advisors
Connecticut
$282K +$275K +1,858 New
CIG
1582
Cairn Investment Group
Washington
$281K – – –
BIM
1583
Barton Investment Management
Pennsylvania
$281K -$216K -1,460 -43%
FANJ
1584
Financial Architects (New Jersey)
New Jersey
$281K +$49.8K +336 +21%
SWMP
1585
Signature Wealth Management Partners
New Jersey
$280K – – –
WBC
1586
West Branch Capital
Massachusetts
$278K +$148K +1,000 +113%
FWM
1587
Forza Wealth Management
Florida
$277K +$278K +1,878 New
BLC
1588
Brown, Lisle/Cummings
Rhode Island
$277K – – –
BWA
1589
Burt Wealth Advisors
Maryland
$277K +$278K +1,875 New
WTB
1590
Washington Trust Bank
Washington
$277K – – –
FFA
1591
Founders Financial Alliance
North Carolina
$276K – – –
NA
1592
Nottingham Advisors
New York
$276K +$3.41K +23 +1%
BWFA
1593
Baltimore-Washington Financial Advisors
Maryland
$275K -$11.9K -80 -4%
WCM
1594
Washington Capital Management
Washington
$275K – – –
R
1595
Rebalance
California
$275K +$275K +1,858 New
FCM
1596
Fairbanks Capital Management
California
$274K -$3.7K -25 -1%
TIM
1597
Thompson Investment Management
Wisconsin
$274K -$202K -1,362 -42%
SMC
1598
Smith, Moore & Co
Missouri
$273K +$37.5K +253 +16%
1WA
1599
180 Wealth Advisors
Washington
$273K +$15K +101 +6%
RWP
1600
Ridgecrest Wealth Partners
California
$273K – – –
62 63
64
65 66