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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
1576
Auxano Advisors
Washington
$737K +$14.4K +50 +2%
WTB
1577
Washington Trust Bank
Washington
$737K +$215K +750 +43%
SCA
1578
Stonebridge Capital Advisors
Minnesota
$736K +$15.8K +55 +2%
KWS
1579
Keystone Wealth Services
California
$735K +$21.8K +76 +3%
DIP
1580
DT Investment Partners
Pennsylvania
$735K – – –
GCWM
1581
Guided Capital Wealth Management
Texas
$733K +$710K +2,470 New
MCC
1582
Money Concepts Capital
Florida
$732K +$361K +1,255 +104%
MEG
1583
Millstone Evans Group
Colorado
$731K +$707K +2,462 New
TAM
1584
Trillium Asset Management
Massachusetts
$727K +$10.1K +35 +1%
WLG
1585
Williamson Legacy Group
Indiana
$727K +$704K +2,449 New
CCA
1586
Childress Capital Advisors
Texas
$724K +$8.91K +31 +1%
WA
1587
Waddell & Associates
Tennessee
$723K +$115K +400 +20%
MAM
1588
MWA Asset Management
Massachusetts
$718K -$10.9K -38 -2%
BA
1589
Ballast Advisors
Minnesota
$717K +$14.9K +52 +2%
CRI
1590
Colonial River Investments
Virginia
$717K +$25.9K +90 +4%
WIM
1591
Wittenberg Investment Management
Massachusetts
$715K – – –
LIA
1592
LS Investment Advisors
Michigan
$714K – – –
PAM
1593
Paradigm Asset Management
New York
$712K -$488K -1,700 -41%
HP
1594
Holowesko Partners
Bahamas
$712K -$345K -1,200 -33%
ACM
1595
AUA Capital Management
Pennsylvania
$712K – – –
CIM
1596
Confluence Investment Management
Missouri
$712K – – –
WIA
1597
Westbourne Investment Advisors
Maryland
$712K – – –
SHJ
1598
Sharkey, Howes & Javer
Colorado
$708K +$14.1K +49 +2%
CWP
1599
Cyndeo Wealth Partners
Florida
$707K +$28.4K +99 +4%
DDPIC
1600
Deroy & Devereaux Private Investment Counsel
Michigan
$706K +$8.33K +29 +1%
62 63
64
65 66