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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
CIM
1601
Confluence Investment Management
Missouri
$646K – – –
PAM
1602
Paradigm Asset Management
New York
$646K – – –
MEG
1603
Millstone Evans Group
Colorado
$642K -$22.2K -75 -3%
MFA
1604
Millington Financial Advisors
Illinois
$642K – – –
AWM
1605
Aviso Wealth Management
Washington
$642K +$52.6K +178 +8%
HT
1606
Headlands Technologies
Illinois
$641K +$705K +2,384 New
CWM
1607
Consultiva Wealth Management
Puerto Rico
$641K +$669K +2,262 +1,885%
QWP
1608
Quotient Wealth Partners
Texas
$640K +$4.73K +16 +0.7%
DDPIC
1609
Deroy & Devereaux Private Investment Counsel
Michigan
$640K – – –
WCG
1610
Weaver Consulting Group
California
$640K – – –
MAM
1611
MWA Asset Management
Massachusetts
$640K -$12.1K -41 -2%
MSA
1612
Marino Stram & Associates
Massachusetts
$639K – – –
CCA
1613
Childress Capital Advisors
Texas
$639K -$18.6K -63 -3%
MMG
1614
Monetary Management Group
Missouri
$639K – – –
GAA
1615
Global Assets Advisory
Florida
$638K +$748K +2,531 New
TIA
1616
Traphagen Investment Advisors
New Jersey
$637K -$68.9K -233 -9%
KCPG
1617
Kavar Capital Partners Group
Kansas
$635K -$163K -550 -19%
QFA
1618
Quantum Financial Advisors
California
$634K – – –
SCA
1619
Stonebridge Capital Advisors
Minnesota
$634K -$36.1K -122 -5%
RCG
1620
Regatta Capital Group
California
$634K – – –
AIM
1621
Athena Investment Management
California
$633K -$54.1K -183 -7%
WFA
1622
WMG Financial Advisors
Tennessee
$633K – – –
TAM
1623
Trillium Asset Management
Massachusetts
$632K -$29.6K -100 -4%
OWA
1624
One Wealth Advisors
California
$630K +$314K +1,062 +83%
BCG
1625
Breakwater Capital Group
New Jersey
$629K -$9.75K -33 -1%
63 64
65
66 67