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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
UIM
1701
Unified Investment Management
Georgia
$812K -$10.6K -33 -1%
ACM
1702
AUA Capital Management
Pennsylvania
$812K – – –
CIM
1703
Confluence Investment Management
Missouri
$812K – – –
PUI
1704
Purpose Unlimited Inc
$812K +$768K +2,400 New
SIS
1705
Sound Income Strategies
Florida
$812K +$19.5K +61 +3%
WCG
1706
Weaver Consulting Group
California
$810K +$4.8K +15 +0.6%
CBT
1707
CoreFirst Bank & Trust
Kansas
$809K -$32K -100 -4%
OWA
1708
One Wealth Advisors
California
$808K +$34.3K +107 +5%
SC
1709
Sierra Capital
Florida
$807K – – –
SWP
1710
Summit Wealth Partners
Florida
$806K +$40K +125 +6%
NFG
1711
Northbridge Financial Group
Florida
$805K +$57K +178 +8%
FIM
1712
FWL Investment Management
Texas
$804K +$15.4K +48 +2%
JWBC
1713
John W. Bristol & Co
New York
$795K – – –
DE
1714
Diversified Enterprises
Delaware
$793K +$2.24K +7 +0.3%
TNBTD
1715
Trustmark National Bank Trust Department
Mississippi
$793K -$6.08K -19 -0.8%
MEG
1716
Millstone Evans Group
Colorado
$792K – – –
FWA
1717
FSM Wealth Advisors
Ohio
$791K +$109K +339 +17%
AIM
1718
Allen Investment Management
New York
$791K -$301K -941 -29%
MWA
1719
Meridian Wealth Advisors
Texas
$791K +$11.5K +36 +2%
EAM
1720
Empirical Asset Management
Massachusetts
$789K +$24.3K +76 +3%
PCG
1721
PFC Capital Group
California
$789K – – –
CB
1722
Centennial Bank
Arkansas
$788K -$32K -100 -4%
OP
1723
Oslo Pensjonsforsikring
$788K +$50.6K +158 +7%
IAN
1724
Integrated Advisors Network
Texas
$787K -$158K -495 -18%
MMG
1725
Monetary Management Group
Missouri
$786K – – –
67 68
69
70 71