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American Express
AXP

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