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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
2526
Addison Advisors
Vermont
$189K +$2.86K +9 +2%
WBWA
2527
William B. Walkup & Associates
South Carolina
$188K – – –
FGAM
2528
Financial Gravity Asset Management
Texas
$187K +$179K +563 New
MCI
2529
MRP Capital Investments
Georgia
$186K +$186K +584 New
SC
2530
Stephens Consulting
Michigan
$185K +$12.7K +40 +8%
SSG
2531
Summit Securities Group
New York
$185K +$165K +520 +1,444%
AWM
2532
Activest Wealth Management
Florida
$183K +$12.7K +40 +8%
CAIM
2533
Catherine Avery Investment Management
Florida
$183K -$47.7K -150 -21%
FCT
2534
First Community Trust
Iowa
$183K -$19.1K -60 -10%
MAFA
2535
MJT & Associates Financial Advisory
Minnesota
$180K – – –
IUHSA
2536
Itau Unibanco Holding S.A.
Brazil
$180K -$6.04K -19 -3%
PPC
2537
Park Place Capital
Alabama
$180K +$150K +472 +684%
VWA
2538
VSM Wealth Advisory
Maryland
$177K – – –
FWA
2539
Flagship Wealth Advisors
Massachusetts
$176K -$161K -505 -49%
WPA
2540
Wealth Preservation Advisors
Tennessee
$175K +$95.4K +300 +132%
AI
2541
AXS Investments
New York
$175K +$168K +528 New
CVM
2542
Cheviot Value Management
California
$171K – – –
IWM
2543
IMG Wealth Management
Florida
$169K – – –
RFG
2544
REAP Financial Group
Texas
$166K +$10.5K +33 +7%
CCMI
2545
Creative Capital Management Investments
California
$166K – – –
SNB
2546
Security National Bank
Nebraska
$154K -$25.4K -80 -15%
DMBA
2547
Deseret Mutual Benefit Administrators
Utah
$153K -$8.59K -27 -6%
BHWM
2548
Bay Harbor Wealth Management
Maryland
$152K +$4.77K +15 +3%
BGAI
2549
Bruce G. Allen Investments
Colorado
$151K -$57.9K -182 -29%
RS
2550
Rakuten Securities
Japan
$150K -$118K -371 -45%
100 101
102
103 104