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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
2301
Parsons Capital Management
Rhode Island
$274K +$31.8K +100 +14%
BWM
2302
Baron Wealth Management
Michigan
$273K +$15.6K +49 +6%
DF
2303
DecisionPoint Financial
Arizona
$273K +$318 +1 +0.1%
DWM
2304
Daner Wealth Management
Georgia
$272K +$250K +786 New
TIP
2305
Tandem Investment Partners
New Jersey
$272K – – –
DIM
2306
DLK Investment Management
California
$272K -$15.9K -50 -6%
WSWA
2307
Warren Street Wealth Advisors
California
$271K +$11.8K +37 +5%
BCM
2308
Becker Capital Management
Oregon
$271K – – –
NBWM
2309
North Berkeley Wealth Management
California
$271K +$20.7K +65 +9%
WFMPM
2310
Woodley Farra Manion Portfolio Management
Indiana
$270K -$13.4K -42 -5%
RPCONE
2311
Retirement Planning Company of New England
Rhode Island
$270K +$636 +2 +0.2%
CWAF
2312
Core Wealth Advisors (Florida)
Florida
$270K – – –
MCP
2313
Mirador Capital Partners
California
$269K – – –
SC
2314
Summa Corp
Texas
$269K – – –
KWMG
2315
King Wealth Management Group
Florida
$269K – – –
AGWCA
2316
Annis Gardner Whiting Capital Advisors
Florida
$269K -$5.09K -16 -2%
BAWC
2317
Boyce & Associates Wealth Consulting
Texas
$268K +$256K +806 New
IF
2318
IRON Financial
Illinois
$268K +$4.45K +14 +2%
UWS
2319
Unique Wealth Strategies
Illinois
$268K +$256K +806 New
CFAM
2320
Center For Asset Management
Florida
$267K – – –
NECFA
2321
New England Capital Financial Advisors
Connecticut
$267K -$4.45K -14 -2%
WAM
2322
Wallington Asset Management
Indiana
$267K -$6.04K -19 -2%
SCM
2323
Saxony Capital Management
Missouri
$267K +$318 +1 +0.1%
OSNBOA
2324
Old Second National Bank of Aurora
Illinois
$266K -$31.8K -100 -11%
BFIC
2325
Bedell Frazier Investment Counselling
California
$266K – – –
91 92
93
94 95