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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
SL
2501
Salomon & Ludwin
Virginia
$160K +$40.8K +145 +42%
CCMI
2502
Creative Capital Management Investments
California
$159K – – –
DMBA
2503
Deseret Mutual Benefit Administrators
Utah
$155K -$41.7K -148 -23%
RFG
2504
REAP Financial Group
Texas
$149K +$80.8K +287 +159%
CB
2505
CNB Bank
Pennsylvania
$141K -$2.81K -10 -2%
CVM
2506
Cheviot Value Management
California
$141K – – –
BHWM
2507
Bay Harbor Wealth Management
Maryland
$141K +$8.44K +30 +7%
FFL
2508
Financial Freedom LLC
Ohio
$140K – – –
PP
2509
PrairieView Partners
Minnesota
$140K – – –
BHWM
2510
Beaird Harris Wealth Management
Texas
$136K +$7.32K +26 +6%
B
2511
Birchbrook
Maine
$131K – – –
FMB
2512
Field & Main Bank
Kentucky
$128K – – –
BIA
2513
Bell Investment Advisors
California
$126K +$5.07K +18 +5%
FC
2514
Fairscale Capital
New Hampshire
$126K – – –
AEPWM
2515
Atlantic Edge Private Wealth Management
Florida
$121K +$1.13K +4 +1%
IWMWV
2516
Ironwood Wealth Management (West Virginia)
West Virginia
$120K – – –
GKIM
2517
GW&K Investment Management
Massachusetts
$118K +$21.1K +75 +26%
HCM
2518
Hollencrest Capital Management
California
$117K +$11.3K +40 +12%
BWM
2519
Bernard Wealth Management
Michigan
$117K -$844 -3 -0.8%
JFGIW
2520
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$117K +$23.9K +85 +30%
MAM
2521
Meeder Asset Management
Ohio
$116K -$5.45M -19,374 -98%
CMP
2522
Coston McIsaac & Partners
Maine
$114K – – –
Q1WB
2523
Quest 10 Wealth Builders
Virginia
$113K +$23.6K +84 +31%
OP
2524
ORG Partners
Indiana
$112K +$88.1K +313 +948%
CFD
2525
Creative Financial Designs
Indiana
$111K +$1.13K +4 +1%
99 100
101
102 103