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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
THL
1576
Tillman Hartley LLC
Colorado
$282K +$283K +1,908 New
NECFA
1577
New England Capital Financial Advisors
Connecticut
$282K +$275K +1,858 New
CIG
1578
Cairn Investment Group
Washington
$281K – – –
BIM
1579
Barton Investment Management
Pennsylvania
$281K -$216K -1,460 -43%
FANJ
1580
Financial Architects (New Jersey)
New Jersey
$281K +$49.8K +336 +21%
SWMP
1581
Signature Wealth Management Partners
New Jersey
$280K – – –
WBC
1582
West Branch Capital
Massachusetts
$278K +$148K +1,000 +113%
FWM
1583
Forza Wealth Management
Florida
$277K +$278K +1,878 New
BLC
1584
Brown, Lisle/Cummings
Rhode Island
$277K – – –
BWA
1585
Burt Wealth Advisors
Maryland
$277K +$278K +1,875 New
WTB
1586
Washington Trust Bank
Washington
$277K – – –
FFA
1587
Founders Financial Alliance
North Carolina
$276K – – –
NA
1588
Nottingham Advisors
New York
$276K +$3.41K +23 +1%
BWFA
1589
Baltimore-Washington Financial Advisors
Maryland
$275K -$11.9K -80 -4%
WCM
1590
Washington Capital Management
Washington
$275K – – –
R
1591
Rebalance
California
$275K +$275K +1,858 New
FCM
1592
Fairbanks Capital Management
California
$274K -$3.7K -25 -1%
TIM
1593
Thompson Investment Management
Wisconsin
$274K -$202K -1,362 -42%
SMC
1594
Smith, Moore & Co
Missouri
$273K +$37.5K +253 +16%
1WA
1595
180 Wealth Advisors
Washington
$273K +$15K +101 +6%
RWP
1596
Ridgecrest Wealth Partners
California
$273K – – –
CWP
1597
Core Wealth Partners
California
$271K +$450K +3,035 New
AWM
1598
Arista Wealth Management
Nevada
$271K +$272K +1,835 New
SWM
1599
Stockman Wealth Management
Montana
$268K -$2.96K -20 -1%
NCM
1600
Northside Capital Management
Oregon
$267K – – –
62 63
64
65 66