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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
GKWIM
1576
Gerber Kawasaki Wealth & Investment Management
California
$336K +$161 +1 +0.1%
FTWA
1577
Fifth Third Wealth Advisors
Ohio
$336K – – –
LC
1578
Lindbrook Capital
California
$334K -$1.61K -10 -0.5%
ACM
1579
AUA Capital Management
Pennsylvania
$334K – – –
IIC
1580
Integrated Investment Consultants
Michigan
$333K – – –
THL
1581
Tillman Hartley LLC
Colorado
$332K – – –
RZH
1582
Relyea Zuckerberg Hanson
Connecticut
$332K -$20.7K -128 -6%
MMC
1583
Mizuho Markets Cayman
Cayman Islands
$332K +$307K +1,905 New
CIG
1584
Cairn Investment Group
Washington
$331K – – –
BIM
1585
Barton Investment Management
Pennsylvania
$331K – – –
FAIM
1586
Financial Advocates Investment Management
Washington
$328K -$3.55K -22 -1%
FWM
1587
Forza Wealth Management
Florida
$327K – – –
VV
1588
Verity & Verity
South Carolina
$326K -$645K -4,000 -68%
NECFA
1589
New England Capital Financial Advisors
Connecticut
$326K +$1.13K +7 +0.4%
SMA
1590
Seven Mile Advisory
New Jersey
$326K +$302K +1,869 New
LWM
1591
Liberty Wealth Management
California
$325K +$807 +5 +0.3%
CST
1592
Charles Schwab Trust
Nevada
$325K – – –
WCM
1593
Washington Capital Management
Washington
$324K – – –
R
1594
Rebalance
California
$324K – – –
TIM
1595
Thompson Investment Management
Wisconsin
$323K – – –
IWA
1596
Intercontinental Wealth Advisors
Texas
$321K +$16.5K +102 +6%
BTI
1597
Blue Trust Inc
Georgia
$321K -$553K -3,425 -64%
FCM
1598
Family Capital Management
Michigan
$321K +$11.5K +71 +4%
AWM
1599
Arista Wealth Management
Nevada
$320K +$484 +3 +0.2%
CFO
1600
Callan Family Office
Pennsylvania
$320K -$61.8K -383 -17%
62 63
64
65 66