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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1601
Wealth Architects
California
$598K -$5.23K -21 -0.9%
RWP
1602
Ridgecrest Wealth Partners
California
$597K -$2.49K -10 -0.5%
PWW
1603
Pettyjohn Wood & White
Virginia
$597K – – –
BSB
1604
Bangor Savings Bank
Maine
$597K – – –
AWM
1605
Aviso Wealth Management
Washington
$595K +$547K +2,195 New
MWM
1606
Merriman Wealth Management
Washington
$595K +$250K +1,002 +84%
PWA
1607
Phoenix Wealth Advisors
North Carolina
$594K -$1.99K -8 -0.4%
AC
1608
Addison Capital
Pennsylvania
$591K -$18.7K -75 -3%
SWMP
1609
Signature Wealth Management Partners
New Jersey
$589K – – –
MRCM
1610
M&R Capital Management
New Jersey
$589K +$249 +1 +0%
YC
1611
Yarbrough Capital
Tennessee
$586K – – –
HGERS
1612
Householder Group Estate & Retirement Specialist
Arizona
$586K -$466K -1,871 -46%
PCMC
1613
Private Capital Management (Colorado)
Colorado
$585K +$247K +991 +85%
PAI
1614
Pittenger & Anderson Inc
Nebraska
$585K -$112K -450 -17%
HBW
1615
Hazlett, Burt & Watson
West Virginia
$584K +$31.6K +127 +6%
ATC
1616
Adirondack Trust Company
New York
$582K -$3.73K -15 -0.7%
MAM
1617
Mystic Asset Management
Rhode Island
$581K – – –
ECU
1618
Eisler Capital (UK)
United Kingdom
$578K -$599K -2,404 -53%
RZH
1619
Relyea Zuckerberg Hanson
Connecticut
$578K +$18.2K +73 +4%
HCM
1620
Howland Capital Management
Massachusetts
$577K -$65K -261 -11%
DP
1621
Dearborn Partners
Illinois
$573K – – –
AWM
1622
Aberdeen Wealth Management
Illinois
$573K – – –
CNB
1623
Camden National Bank
Maine
$572K +$525K +2,110 New
MIM
1624
Morningstar Investment Management
Illinois
$572K -$15.4K -62 -3%
OWA
1625
Opal Wealth Advisors
New York
$572K -$1.25K -5 -0.2%
63 64
65
66 67