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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
KMWM
1676
Keudell/Morrison Wealth Management
Oregon
$446K -$5.79K -25 -1%
IAN
1677
Integrated Advisors Network
Texas
$446K -$4.42M -19,081 -91%
KA
1678
Kozak & Associates
Colorado
$446K -$193K -833 -31%
HT
1679
Headlands Technologies
Illinois
$442K +$205K +887 +87%
DCM
1680
Donaldson Capital Management
Indiana
$442K -$6.72K -29 -1%
SIA
1681
Soltis Investment Advisors
Utah
$441K +$41.5K +179 +10%
WKSWA
1682
White Knight Strategic Wealth Advisors
New Jersey
$441K +$463 +2 +0.1%
FC
1683
Forte Capital
New York
$441K -$85.2K -368 -16%
D
1684
Diversified
Delaware
$440K +$47.7K +206 +12%
CIG
1685
Cairn Investment Group
Washington
$440K – – –
BIM
1686
Barton Investment Management
Pennsylvania
$440K – – –
DW30
1687
Drucker Wealth 3.0
New Jersey
$439K +$439K +1,896 New
LSIA
1688
LaSalle St. Investment Advisors
Illinois
$439K -$5.66M -24,459 -93%
TCA
1689
Transcend Capital Advisors
New Jersey
$436K +$38.2K +165 +10%
VV
1690
Verity & Verity
South Carolina
$434K – – –
R
1691
Rebalance
California
$430K – – –
TIM
1692
Thompson Investment Management
Wisconsin
$430K – – –
GA
1693
Gateway Advisory
New Jersey
$429K -$14.1K -61 -3%
FB
1694
First Bancorp
Maine
$428K -$14.1K -61 -3%
6F
1695
626 Financial
Michigan
$424K +$232 +1 +0.1%
BIP
1696
Blueprint Investment Partners
North Carolina
$424K -$23.6K -102 -5%
TWM
1697
Thrive Wealth Management
Pennsylvania
$423K +$5.79K +25 +1%
MPIA
1698
Mountain Pacific Investment Advisers
Idaho
$423K -$17.4K -75 -4%
SG
1699
StoneX Group
New York
$422K +$169K +729 +67%
1WA
1700
180 Wealth Advisors
Washington
$422K +$19K +82 +5%
66 67
68
69 70