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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
MAFA
2501
MJT & Associates Financial Advisory
Minnesota
$173K – – –
VWA
2502
VSM Wealth Advisory
Maryland
$170K – – –
SC
2503
Stephens Consulting
Michigan
$165K +$4.79K +17 +3%
AWM
2504
Activest Wealth Management
Florida
$163K +$34.9K +124 +32%
IWM
2505
IMG Wealth Management
Florida
$162K +$5.35K +19 +4%
CIA
2506
Cape Investment Advisory
Georgia
$160K +$1.41K +5 +1%
SL
2507
Salomon & Ludwin
Virginia
$160K +$40.8K +145 +42%
CCMI
2508
Creative Capital Management Investments
California
$159K – – –
DMBA
2509
Deseret Mutual Benefit Administrators
Utah
$155K -$41.7K -148 -23%
RFG
2510
REAP Financial Group
Texas
$149K +$80.8K +287 +159%
CB
2511
CNB Bank
Pennsylvania
$141K -$2.81K -10 -2%
CVM
2512
Cheviot Value Management
California
$141K – – –
BHWM
2513
Bay Harbor Wealth Management
Maryland
$141K +$8.44K +30 +7%
FFL
2514
Financial Freedom LLC
Ohio
$140K – – –
PP
2515
PrairieView Partners
Minnesota
$140K – – –
BHWM
2516
Beaird Harris Wealth Management
Texas
$136K +$7.32K +26 +6%
B
2517
Birchbrook
Maine
$131K – – –
FMB
2518
Field & Main Bank
Kentucky
$128K – – –
BIA
2519
Bell Investment Advisors
California
$126K +$5.07K +18 +5%
FC
2520
Fairscale Capital
New Hampshire
$126K – – –
AEPWM
2521
Atlantic Edge Private Wealth Management
Florida
$121K +$1.13K +4 +1%
IWMWV
2522
Ironwood Wealth Management (West Virginia)
West Virginia
$120K – – –
GKIM
2523
GW&K Investment Management
Massachusetts
$118K +$21.1K +75 +26%
HCM
2524
Hollencrest Capital Management
California
$117K +$11.3K +40 +12%
BWM
2525
Bernard Wealth Management
Michigan
$117K -$844 -3 -0.8%
99 100
101
102 103