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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
IFO
1676
Independent Family Office
New York
$524K – – –
FCM
1677
Fairbanks Capital Management
California
$524K -$42.3K -170 -8%
KMWM
1678
Keudell/Morrison Wealth Management
Oregon
$523K – – –
IIC
1679
Integrated Investment Consultants
Michigan
$521K +$41.1K +165 +9%
MAWA
1680
Moss Adams Wealth Advisors
Washington
$521K +$177K +711 +59%
DCM
1681
Donaldson Capital Management
Indiana
$521K +$3.24K +13 +0.7%
VV
1682
Verity & Verity
South Carolina
$521K +$11.5K +46 +2%
CA
1683
Calton & Associates
Florida
$519K +$476K +1,912 New
TA
1684
TrueWealth Advisors
Alabama
$518K -$9.46K -38 -2%
DW30
1685
Drucker Wealth 3.0
New Jersey
$518K +$3.49K +14 +0.7%
IAN
1686
Integrated Advisors Network
Texas
$518K -$4.48K -18 -0.9%
WKSWA
1687
White Knight Strategic Wealth Advisors
New Jersey
$517K +$498 +2 +0.1%
NA
1688
Navellier & Associates
Nevada
$515K -$380K -1,526 -45%
BIM
1689
Barton Investment Management
Pennsylvania
$515K – – –
KA
1690
Kozak & Associates
Colorado
$515K -$15.2K -61 -3%
D
1691
Diversified
Delaware
$515K -$498 -2 -0.1%
DE
1692
Diversified Enterprises
Delaware
$515K +$473K +1,900 New
CIG
1693
Cairn Investment Group
Washington
$515K – – –
SPWG
1694
Sage Private Wealth Group
Illinois
$515K -$15.9K -64 -3%
TCA
1695
Transcend Capital Advisors
New Jersey
$511K +$996 +4 +0.2%
APIM
1696
Agate Pass Investment Management
Washington
$511K -$30.6K -123 -6%
SMA
1697
Seven Mile Advisory
New Jersey
$511K +$30.9K +124 +7%
LWM
1698
Liberty Wealth Management
California
$510K -$570K -2,289 -55%
MPIA
1699
Mountain Pacific Investment Advisers
Idaho
$507K +$11.2K +45 +2%
SAI
1700
Savvy Advisors Inc
New York
$506K +$128K +514 +38%
66 67
68
69 70