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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
1676
Horizon Wealth Management
Illinois
$570K +$13K +44 +2%
PWP
1677
Precedent Wealth Partners
Texas
$570K +$15.7K +53 +3%
PJWM
1678
Philip James Wealth Mangement
Georgia
$569K +$1.18K +4 +0.2%
VAG
1679
VisionPoint Advisory Group
Texas
$568K +$50.2K +170 +9%
MCM
1680
Mattern Capital Management
Colorado
$567K +$61.5K +208 +11%
MIM
1681
Macroview Investment Management
Maryland
$565K – – –
WA
1682
Wealth Architects
California
$564K -$11.5K -39 -2%
WPC
1683
Waters Parkerson & Co
Louisiana
$564K – – –
CAI
1684
Capital Advisors Inc
Oklahoma
$561K +$19.2K +65 +3%
SHGA
1685
Sand Hill Global Advisors
California
$560K -$3.84K -13 -0.6%
LA
1686
LM Advisors
California
$560K +$6.5K +22 +1%
CNB
1687
Camden National Bank
Maine
$559K +$49.4K +167 +9%
PIA
1688
Perennial Investment Advisors
California
$559K +$29.3K +99 +5%
KWS
1689
Keystone Wealth Services
California
$559K -$118K -400 -16%
AWM
1690
Aberdeen Wealth Management
Illinois
$559K – – –
HWA
1691
HCR Wealth Advisors
California
$558K -$1.18K -4 -0.2%
FFM
1692
Fullerton Fund Management
Singapore
$558K -$332K -1,123 -35%
AWM
1693
Aries Wealth Management
Maine
$558K – – –
MAM
1694
McLean Asset Management
Virginia
$557K -$42.9K -145 -6%
CAGAS
1695
Capital Advisory Group Advisory Services
Minnesota
$556K +$80.4K +272 +15%
RCA
1696
Ranch Capital Advisors
Florida
$553K +$296 +1 +0%
BLC
1697
Brown, Lisle/Cummings
Rhode Island
$551K +$591 +2 +0.1%
EGM
1698
Engineers Gate Manager
New York
$550K +$605K +2,046 New
OLA
1699
Oliver Luxxe Assets
New Jersey
$549K -$4.89M -16,543 -89%
DRD
1700
Dennis R. Delaney
$549K +$603K +2,040 New
66 67
68
69 70