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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
ITIM
1676
Indiana Trust & Investment Management
Indiana
$821K -$32K -100 -4%
SFG
1677
Stonebridge Financial Group
California
$820K +$777K +2,427 New
FSAG
1678
Financial Solutions Advisory Group
Illinois
$820K -$35.2K -110 -4%
PL
1679
Plancorp LLC
Missouri
$820K -$512K -1,598 -41%
MIP
1680
Marietta Investment Partners
Wisconsin
$820K -$56K -175 -7%
DDPIC
1681
Deroy & Devereaux Private Investment Counsel
Michigan
$819K -$64K -200 -8%
LA
1682
LM Advisors
California
$819K +$541K +1,689 +230%
T
1683
TOBAM
France
$817K -$671K -2,096 -46%
WIA
1684
Westbourne Investment Advisors
Maryland
$816K – – –
DIM
1685
Delta Investment Management
California
$816K +$320 +1 +0%
DW30
1686
Drucker Wealth 3.0
New Jersey
$815K +$19.9K +62 +3%
UIM
1687
Unified Investment Management
Georgia
$812K -$10.6K -33 -1%
ACM
1688
AUA Capital Management
Pennsylvania
$812K – – –
CIM
1689
Confluence Investment Management
Missouri
$812K – – –
PUI
1690
Purpose Unlimited Inc
$812K +$768K +2,400 New
SIS
1691
Sound Income Strategies
Florida
$812K +$19.5K +61 +3%
WCG
1692
Weaver Consulting Group
California
$810K +$4.8K +15 +0.6%
CBT
1693
CoreFirst Bank & Trust
Kansas
$809K -$32K -100 -4%
OWA
1694
One Wealth Advisors
California
$808K +$34.3K +107 +5%
SC
1695
Sierra Capital
Florida
$807K – – –
SWP
1696
Summit Wealth Partners
Florida
$806K +$40K +125 +6%
NFG
1697
Northbridge Financial Group
Florida
$805K +$57K +178 +8%
FIM
1698
FWL Investment Management
Texas
$804K +$15.4K +48 +2%
JWBC
1699
John W. Bristol & Co
New York
$795K – – –
DE
1700
Diversified Enterprises
Delaware
$793K +$2.24K +7 +0.3%
66 67
68
69 70