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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
RTC
2526
Riverview Trust Company
Washington
$52.8K – – –
CWP
2527
Concord Wealth Partners
Virginia
$51K -$71.8K -250 -59%
AWM
2528
Abound Wealth Management
Tennessee
$49K -$17K -59 -26%
JFGIW
2529
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$48.5K -$156K -544 -78%
TCM
2530
Tradewinds Capital Management
Washington
$48.4K +$1.44K +5 +3%
RF
2531
Roxbury Financial
New Jersey
$48.2K +$45.4K +158 New
GA
2532
GoalVest Advisory
New York
$48.1K -$47.1K -164 -50%
FCG
2533
Financial Connections Group
California
$48K – – –
RWM
2534
Rialto Wealth Management
New York
$46K +$44.5K +155 New
XC
2535
XY Capital
Hong Kong
$45.7K +$44.2K +154 New
MSG
2536
Main Street Group
Virginia
$44.6K +$6.03K +21 +16%
FWM
2537
FLP Wealth Management
Arkansas
$41.2K +$39.9K +139 New
GWSG
2538
GPS Wealth Strategies Group
Colorado
$40.1K – – –
NA
2539
Nordwand Advisors
Pennsylvania
$40.1K – – –
SO
2540
Sierra Ocean
California
$39.6K +$38.2K +133 New
CH
2541
Canton Hathaway
Rhode Island
$39K – – –
FLP
2542
Financial Life Planners
Arizona
$38.3K +$37.1K +129 New
VWWMG
2543
Vermillion & White Wealth Management Group
Pennsylvania
$38.1K – – –
DWA
2544
Delos Wealth Advisors
Texas
$37.4K +$7.47K +26 +26%
CW
2545
Curio Wealth
Maryland
$37.1K +$35.9K +125 New
AIC
2546
Archer Investment Corporation
Indiana
$36.9K -$1.44K -5 -4%
AWM
2547
Activest Wealth Management
Florida
$36.5K -$9.77K -34 -22%
CWM
2548
Consultiva Wealth Management
Puerto Rico
$35.6K +$34.5K +120 New
DFA
2549
DHJJ Financial Advisors
Illinois
$34.4K – – –
TWD
2550
True Wealth Design
Ohio
$33.9K +$1.72K +6 +6%
100 101
102
103 104