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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
NDBT
2201
North Dallas Bank & Trust
Texas
$353K -$50.3K -150 -11%
SFS
2202
Sharp Financial Services
Pennsylvania
$353K +$392K +1,168 New
NA
2203
Nautilus Advisors
California
$353K -$97.6K -291 -20%
SIC
2204
Samalin Investment Counsel
New York
$353K +$671 +2 +0.2%
CG
2205
Clifford Group
Massachusetts
$353K +$10.1K +30 +3%
ISS
2206
Intesa Sanpaolo SpA.
Italy
$352K +$391K +1,165 New
BCM
2207
Berbice Capital Management
New York
$352K – – –
EWA
2208
Encompass Wealth Advisors
Oregon
$352K +$671 +2 +0.2%
PIP
2209
Peachtree Investment Partners
Florida
$352K -$112K -335 -22%
TA
2210
TruWealth Advisors
Louisiana
$351K +$19.8K +59 +5%
AWA
2211
Alta Wealth Advisors
Massachusetts
$351K +$2.35K +7 +0.6%
KIG
2212
Kennedy Investment Group
New Jersey
$349K +$167K +499 +76%
JJBC
2213
James J. Burns & Company
New York
$349K -$67.1K -200 -15%
NWM
2214
Northwest Wealth Management
Iowa
$348K +$1.34K +4 +0.3%
MIC
2215
Means Investment Company
Maine
$348K -$9.72K -29 -2%
LSWP
2216
Liberty Square Wealth Partners
Pennsylvania
$348K +$1.68K +5 +0.4%
PCWA
2217
Pacific Capital Wealth Advisors
California
$347K +$6.04K +18 +2%
WAG
2218
Winthrop Advisory Group
Massachusetts
$345K -$62.4K -186 -14%
VCP
2219
Vista Capital Partners
Oregon
$345K -$4.02K -12 -1%
DOA
2220
D'Orazio & Associates
Virginia
$344K -$20.1K -60 -5%
SSWM
2221
Strait & Sound Wealth Management
California
$344K – – –
TWP
2222
Triad Wealth Partners
Kansas
$344K +$4.36K +13 +1%
OCWP
2223
Owl Creek Wealth Partners
Colorado
$343K +$381K +1,135 New
UWP
2224
Uniting Wealth Partners
Kansas
$343K +$9.05K +27 +2%
SCM
2225
Schnieders Capital Management
California
$342K -$71.1K -212 -16%
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