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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
QWM
2176
Quadcap Wealth Management
Texas
$403K +$125K +389 +49%
LI
2177
Lafayette Investments
Maryland
$401K -$5.12K -16 -1%
UWP
2178
Uniting Wealth Partners
Kansas
$400K +$15.4K +48 +4%
JF
2179
Joule Financial
Kentucky
$399K -$7.36K -23 -2%
TAM
2180
Titleist Asset Management
Texas
$398K +$151K +471 +67%
CG
2181
Clifford Group
Massachusetts
$398K +$3.84K +12 +1%
MIM
2182
Montgomery Investment Management
Maryland
$397K – – –
TC
2183
Tannin Capital
North Carolina
$397K +$96.1K +300 +34%
EC
2184
EdgeRock Capital
Colorado
$397K +$376K +1,175 New
AWM
2185
Aberdeen Wealth Management
Illinois
$396K -$205K -640 -35%
CTA
2186
Colonial Trust Advisors
South Carolina
$395K +$13.8K +43 +4%
WFAG
2187
Worth Financial Advisory Group
North Carolina
$395K +$341K +1,066 +1,055%
GH
2188
GAM Holding
Switzerland
$394K -$23.1K -72 -6%
EWA
2189
Encompass Wealth Advisors
Oregon
$394K – – –
CA
2190
Cornerstone Advisory
Maryland
$393K +$41.6K +130 +13%
OCWP
2191
Owl Creek Wealth Partners
Colorado
$392K +$8K +25 +2%
MIC
2192
Means Investment Company
Maine
$391K +$1.28K +4 +0.3%
WDC
2193
Woodward Diversified Capital
California
$390K -$32.3K -101 -8%
APA
2194
Astoria Portfolio Advisors
New York
$390K -$1.28K -4 -0.3%
CAWM
2195
Capital Advisors Wealth Management
Washington
$390K +$53.1K +166 +17%
JJBC
2196
James J. Burns & Company
New York
$390K – – –
CPWA
2197
Cerro Pacific Wealth Advisors
California
$389K +$40K +125 +12%
IB
2198
Intrust Bank
Kansas
$388K -$7.04K -22 -2%
NWM
2199
Northwest Wealth Management
Iowa
$388K -$1.28K -4 -0.3%
AWA
2200
Alta Wealth Advisors
Massachusetts
$388K -$4.16K -13 -1%
86 87
88
89 90