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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
2301
Canvas Wealth Advisors
Kansas
$275K -$4.77K -15 -2%
PC
2302
Port Capital
Illinois
$275K -$7.63K -24 -3%
WAM
2303
Weatherly Asset Management
California
$275K -$50.3K -158 -16%
PCM
2304
Parsons Capital Management
Rhode Island
$274K +$31.8K +100 +14%
BWM
2305
Baron Wealth Management
Michigan
$273K +$15.6K +49 +6%
DF
2306
DecisionPoint Financial
Arizona
$273K +$318 +1 +0.1%
DWM
2307
Daner Wealth Management
Georgia
$272K +$250K +786 New
TIP
2308
Tandem Investment Partners
New Jersey
$272K – – –
DIM
2309
DLK Investment Management
California
$272K -$15.9K -50 -6%
WFA
2310
Woodward Financial Advisors
North Carolina
$271K – – –
WSWA
2311
Warren Street Wealth Advisors
California
$271K +$11.8K +37 +5%
BCM
2312
Becker Capital Management
Oregon
$271K – – –
NBWM
2313
North Berkeley Wealth Management
California
$271K +$20.7K +65 +9%
WFMPM
2314
Woodley Farra Manion Portfolio Management
Indiana
$270K -$13.4K -42 -5%
RPCONE
2315
Retirement Planning Company of New England
Rhode Island
$270K +$636 +2 +0.2%
CWAF
2316
Core Wealth Advisors (Florida)
Florida
$270K – – –
MCP
2317
Mirador Capital Partners
California
$269K – – –
SC
2318
Summa Corp
Texas
$269K – – –
KWMG
2319
King Wealth Management Group
Florida
$269K – – –
AGWCA
2320
Annis Gardner Whiting Capital Advisors
Florida
$269K -$5.09K -16 -2%
BAWC
2321
Boyce & Associates Wealth Consulting
Texas
$268K +$256K +806 New
IF
2322
IRON Financial
Illinois
$268K +$4.45K +14 +2%
UWS
2323
Unique Wealth Strategies
Illinois
$268K +$256K +806 New
CFAM
2324
Center For Asset Management
Florida
$267K – – –
NECFA
2325
New England Capital Financial Advisors
Connecticut
$267K -$4.45K -14 -2%
91 92
93
94 95