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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
MTIC
1701
Missouri Trust & Investment Company
Missouri
$405K -$19.7K -95 -5%
FFM
1702
Fullerton Fund Management
Singapore
$404K +$368K +1,775 New
HTIM
1703
Harbour Trust & Investment Management
Indiana
$404K – – –
WCM
1704
Windsor Capital Management
Arizona
$403K +$207 +1 +0.1%
WS
1705
Wela Strategies
Georgia
$402K -$97K -468 -21%
NA
1706
Nottingham Advisors
New York
$402K – – –
MIC
1707
Means Investment Company
Maine
$401K -$68.8K -332 -16%
IIC
1708
Integrated Investment Consultants
Michigan
$400K – – –
PWP
1709
Precedent Wealth Partners
Texas
$400K – – –
FBB
1710
Fulton Breakefield Broenniman
Maryland
$398K – – –
CT
1711
Clearstead Trust
Maine
$397K +$10.4K +50 +3%
AWM
1712
Accel Wealth Management
Iowa
$396K +$62.8K +303 +21%
W
1713
Wealthquest
Ohio
$394K +$2.49K +12 +0.7%
QWP
1714
Quotient Wealth Partners
Texas
$393K -$4.35K -21 -1%
SIA
1715
Soltis Investment Advisors
Utah
$393K +$829 +4 +0.2%
TCA
1716
Transcend Capital Advisors
New Jersey
$391K +$27.4K +132 +8%
TTWM
1717
TCV Trust & Wealth Management
Virginia
$390K – – –
LI
1718
Lafayette Investments
Maryland
$390K – – –
ZCI
1719
Zevenbergen Capital Investments
Washington
$387K – – –
D
1720
Diversified
Delaware
$386K +$10.2K +49 +3%
CCWM
1721
Cassaday & Co Wealth Management
Virginia
$386K +$3.73K +18 +1%
NRI
1722
NFP Retirement Inc
California
$386K +$11.6K +56 +3%
FPFS
1723
First Personal Financial Services
North Carolina
$386K -$41.5K -200 -11%
ZB
1724
Zions Bancorporation
Utah
$386K +$46.7K +225 +15%
1WA
1725
180 Wealth Advisors
Washington
$384K -$7.88K -38 -2%
67 68
69
70 71