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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
1601
Sage Capital Management
New Jersey
$829K – – –
SCA
1602
Sippican Capital Advisors
Massachusetts
$825K -$23.9K -75 -3%
AA
1603
Auxano Advisors
Washington
$825K +$1.27K +4 +0.2%
BIG
1604
Brookwood Investment Group
Arizona
$825K -$35.9K -113 -4%
MAM
1605
McLean Asset Management
Virginia
$823K +$2.23K +7 +0.3%
DIP
1606
DT Investment Partners
Pennsylvania
$822K – – –
OWP
1607
ORG Wealth Partners
Texas
$819K +$449K +1,412 +134%
MWA
1608
Meridian Wealth Advisors
Texas
$818K -$14K -44 -2%
OF
1609
Outfitter Financial
Maine
$817K – – –
GCP
1610
GSA Capital Partners
United Kingdom
$817K -$1.36M -4,281 -64%
OWA
1611
Opal Wealth Advisors
New York
$813K -$48.7K -153 -6%
VV
1612
Verity & Verity
South Carolina
$813K -$46.4K -146 -6%
SAM
1613
Secure Asset Management
Michigan
$810K +$25.4K +80 +3%
AWA
1614
ARQ Wealth Advisors
Arizona
$809K +$775K +2,436 New
MEG
1615
Millstone Evans Group
Colorado
$807K +$13.7K +43 +2%
NFSG
1616
Newbridge Financial Services Group
Florida
$805K -$91K -286 -11%
VAG
1617
VisionPoint Advisory Group
Texas
$802K +$28K +88 +4%
WIA
1618
Westbourne Investment Advisors
Maryland
$802K -$6.36K -20 -0.8%
TAM
1619
Trillium Asset Management
Massachusetts
$799K -$72.8K -229 -9%
DIM
1620
Delta Investment Management
California
$797K +$318 +1 +0%
ACM
1621
AUA Capital Management
Pennsylvania
$797K – – –
CIM
1622
Confluence Investment Management
Missouri
$797K – – –
NAM
1623
Nutshell Asset Management
United Kingdom
$797K +$763K +2,400 New
AWM
1624
Aviso Wealth Management
Washington
$797K +$636 +2 +0.1%
MFT
1625
Moisand Fitzgerald Tamayo
Florida
$797K +$15.9K +50 +2%
63 64
65
66 67