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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
FISPB
2301
Fideuram - Intesa Sanpaolo Private Banking
$305K +$174K +519 +106%
OWM
2302
Orca Wealth Management
Florida
$304K +$335 +1 +0.1%
AFW
2303
Avantra Family Wealth
Pennsylvania
$304K – – –
IAAG
2304
Innovative Asset Advisors Group
Connecticut
$304K +$337K +1,005 New
AGA
2305
Arkos Global Advisors
Texas
$304K +$10.1K +30 +3%
GGI
2306
Godsey & Gibb Inc
Virginia
$304K -$14.1K -42 -4%
IIA
2307
IPG Investment Advisors
California
$303K -$77.8K -232 -19%
MIM
2308
Meridiem Investment Management
United Kingdom
$303K – – –
GJIA
2309
Glass Jacobson Investment Advisors
Maryland
$302K – – –
BOA
2310
Birnam Oak Advisors
New York
$302K +$335K +1,000 New
SCM
2311
Stonebridge Capital Management
California
$302K +$335K +1,000 New
SA
2312
Sovran Advisors
California
$302K -$335 -1 -0.1%
PWAM
2313
Pinnacle West Asset Management
Wyoming
$302K – – –
BWM
2314
Baron Wealth Management
Michigan
$301K -$37.9K -113 -10%
CCG
2315
Catalina Capital Group
California
$301K +$4.02K +12 +1%
NEWAS
2316
N.E.W. Advisory Services
Wisconsin
$301K -$94.9K -283 -22%
XPN
2317
XY Planning Network
Montana
$301K +$43.3K +129 +15%
HWA
2318
Heartwood Wealth Advisors
Virginia
$300K – – –
AIA
2319
Allied Investment Advisors
Montana
$299K – – –
CAWM
2320
Capital Advisors Wealth Management
Washington
$298K +$335 +1 +0.1%
HT
2321
Headlands Technologies
Illinois
$298K -$1.06M -3,175 -76%
BWP
2322
Barlow Wealth Partners
Kentucky
$297K – – –
SI
2323
Seeds Investor
New York
$297K +$50.6K +151 +20%
NF
2324
NavPoint Financial
Minnesota
$297K – – –
ATI
2325
Act Two Investors
California
$296K – – –
91 92
93
94 95