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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
RCM
1676
Raleigh Capital Management
North Carolina
$279K +$26.5K +164 +11%
AA
1677
Alta Advisers
United Kingdom
$279K – – –
AAIM
1678
Asset Advisors Investment Management
Georgia
$279K – – –
MJP
1679
Michael J. Puzo
$279K – – –
HI
1680
Humankind Investments
New York
$279K +$51.5K +319 +25%
PWS
1681
Peterson Wealth Services
Utah
$279K +$21.5K +133 +9%
BBNB
1682
Baker Boyer National Bank
Washington
$278K – – –
LI
1683
Lafayette Investments
Maryland
$277K +$10.5K +65 +4%
KWM
1684
Kolinsky Wealth Management
New Jersey
$276K -$3.87K -24 -1%
KLI
1685
Kelman-Lazarov Inc
Tennessee
$276K +$5.49K +34 +2%
AWM
1686
Accurate Wealth Management
Florida
$275K +$10.2K +63 +4%
LNWTC
1687
Laird Norton Wetherby Trust Company
Washington
$275K – – –
EWM
1688
EPG Wealth Management
Georgia
$274K -$5.97K -37 -2%
HIG
1689
Heritage Investment Group
Florida
$274K -$80.3K -498 -24%
AAG
1690
Armstrong Advisory Group
Massachusetts
$274K – – –
CA
1691
CapWealth Advisors
Tennessee
$274K – – –
RIM
1692
Rockbridge Investment Management
New York
$273K – – –
LFS
1693
Legacy Financial Strategies
Kansas
$273K – – –
BFG
1694
Bouchey Financial Group
New York
$271K – – –
FM
1695
Foster & Motley
Ohio
$271K – – –
OSNBOA
1696
Old Second National Bank of Aurora
Illinois
$271K – – –
SWM
1697
Stockman Wealth Management
Montana
$270K -$19.4K -120 -7%
ECA
1698
Elevated Capital Advisors
Utah
$270K – – –
PPP
1699
Private Portfolio Partners
New Jersey
$270K -$15.8K -98 -6%
ASA
1700
Armstrong Shaw Associates
Connecticut
$267K – – –
66 67
68
69 70