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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
MPIA
1576
Mountain Pacific Investment Advisers
Idaho
$330K – – –
CP
1577
Cumberland Partners
Ontario, Canada
$330K +$332K +2,000 New
GWS
1578
Glassman Wealth Services
Virginia
$329K -$30.4K -183 -8%
CD
1579
Chapin Davis
Maryland
$328K -$21.7K -131 -6%
BWP
1580
Balboa Wealth Partners
Arizona
$328K +$92.1K +555 +39%
RWB
1581
RMR Wealth Builders
New Jersey
$326K -$7.96K -48 -2%
FA
1582
Fagan Associates
New York
$326K +$45.6K +275 +16%
SW
1583
Solidarity Wealth
Utah
$326K +$328K +1,975 New
HIA
1584
Harbor Investment Advisory
Maryland
$325K -$20.9K -126 -6%
FB
1585
First Bancorp
Maine
$324K -$2.49K -15 -0.8%
WCFA
1586
Walkner Condon Financial Advisors
Wisconsin
$320K +$67.7K +408 +27%
AIM
1587
Allen Investment Management
New York
$320K – – –
FA
1588
Financial Advisors
Massachusetts
$320K – – –
RMDI
1589
R.M. Davis Inc
Maine
$319K +$42.8K +258 +15%
IFO
1590
Independent Family Office
New York
$319K – – –
GKWIM
1591
Gerber Kawasaki Wealth & Investment Management
California
$318K -$14.1K -85 -4%
FTWA
1592
Fifth Third Wealth Advisors
Ohio
$318K +$320K +1,927 New
ACM
1593
Allred Capital Management
Texas
$318K -$15.8K -95 -5%
LC
1594
Lindbrook Capital
California
$318K +$46.8K +282 +17%
FCA
1595
FinTrust Capital Advisors
South Carolina
$317K – – –
SMA
1596
Sage Mountain Advisors
Georgia
$316K +$318K +1,918 New
ACM
1597
AUA Capital Management
Pennsylvania
$316K – – –
IIC
1598
Integrated Investment Consultants
Michigan
$315K +$34.8K +210 +12%
THL
1599
Tillman Hartley LLC
Colorado
$315K – – –
FAIM
1600
Financial Advocates Investment Management
Washington
$314K -$23.9K -144 -7%
62 63
64
65 66