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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
2526
Activest Wealth Management
Florida
$183K +$12.7K +40 +8%
CAIM
2527
Catherine Avery Investment Management
Florida
$183K -$47.7K -150 -21%
FCT
2528
First Community Trust
Iowa
$183K -$19.1K -60 -10%
MAFA
2529
MJT & Associates Financial Advisory
Minnesota
$180K – – –
IUHSA
2530
Itau Unibanco Holding S.A.
Brazil
$180K -$6.04K -19 -3%
PPC
2531
Park Place Capital
Alabama
$180K +$150K +472 +684%
VWA
2532
VSM Wealth Advisory
Maryland
$177K – – –
FWA
2533
Flagship Wealth Advisors
Massachusetts
$176K -$161K -505 -49%
WPA
2534
Wealth Preservation Advisors
Tennessee
$175K +$95.4K +300 +132%
AI
2535
AXS Investments
New York
$175K +$168K +528 New
CVM
2536
Cheviot Value Management
California
$171K – – –
IWM
2537
IMG Wealth Management
Florida
$169K – – –
RFG
2538
REAP Financial Group
Texas
$166K +$10.5K +33 +7%
CCMI
2539
Creative Capital Management Investments
California
$166K – – –
SNB
2540
Security National Bank
Nebraska
$154K -$25.4K -80 -15%
DMBA
2541
Deseret Mutual Benefit Administrators
Utah
$153K -$8.59K -27 -6%
BHWM
2542
Bay Harbor Wealth Management
Maryland
$152K +$4.77K +15 +3%
BGAI
2543
Bruce G. Allen Investments
Colorado
$151K -$57.9K -182 -29%
RS
2544
Rakuten Securities
Japan
$150K -$118K -371 -45%
FFL
2545
Financial Freedom LLC
Ohio
$146K – – –
SIS
2546
Sound Income Strategies
Florida
$145K -$41K -129 -22%
OP
2547
ORG Partners
Indiana
$142K +$26.1K +82 +24%
BHWM
2548
Beaird Harris Wealth Management
Texas
$142K – – –
FC
2549
Fairscale Capital
New Hampshire
$139K – – –
B
2550
Birchbrook
Maine
$136K – – –
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102
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