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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
2201
Clifford Group
Massachusetts
$353K +$10.1K +30 +3%
ISS
2202
Intesa Sanpaolo SpA.
Italy
$352K +$391K +1,165 New
BCM
2203
Berbice Capital Management
New York
$352K – – –
EWA
2204
Encompass Wealth Advisors
Oregon
$352K +$671 +2 +0.2%
PIP
2205
Peachtree Investment Partners
Florida
$352K -$112K -335 -22%
TA
2206
TruWealth Advisors
Louisiana
$351K +$19.8K +59 +5%
AWA
2207
Alta Wealth Advisors
Massachusetts
$351K +$2.35K +7 +0.6%
KIG
2208
Kennedy Investment Group
New Jersey
$349K +$167K +499 +76%
JJBC
2209
James J. Burns & Company
New York
$349K -$67.1K -200 -15%
NWM
2210
Northwest Wealth Management
Iowa
$348K +$1.34K +4 +0.3%
MIC
2211
Means Investment Company
Maine
$348K -$9.72K -29 -2%
LSWP
2212
Liberty Square Wealth Partners
Pennsylvania
$348K +$1.68K +5 +0.4%
PCWA
2213
Pacific Capital Wealth Advisors
California
$347K +$6.04K +18 +2%
WAG
2214
Winthrop Advisory Group
Massachusetts
$345K -$62.4K -186 -14%
VCP
2215
Vista Capital Partners
Oregon
$345K -$4.02K -12 -1%
DOA
2216
D'Orazio & Associates
Virginia
$344K -$20.1K -60 -5%
SSWM
2217
Strait & Sound Wealth Management
California
$344K – – –
TWP
2218
Triad Wealth Partners
Kansas
$344K +$4.36K +13 +1%
OCWP
2219
Owl Creek Wealth Partners
Colorado
$343K +$381K +1,135 New
UWP
2220
Uniting Wealth Partners
Kansas
$343K +$9.05K +27 +2%
SCM
2221
Schnieders Capital Management
California
$342K -$71.1K -212 -16%
HI
2222
Hudock Inc
Pennsylvania
$342K – – –
SW
2223
Solidarity Wealth
Utah
$341K +$33.5K +100 +10%
GS
2224
GWN Securities
Florida
$341K +$122K +365 +48%
UFA
2225
Uptown Financial Advisors
Texas
$341K – – –
87 88
89
90 91