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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
HC
2551
Hoese & Co
Minnesota
$89.3K – – –
RF
2552
Rossby Financial
Florida
$87.4K +$28.1K +100 +57%
VWM
2553
Vermillion Wealth Management
Minnesota
$85.6K – – –
MMCM
2554
Murphy & Mullick Capital Management
New York
$85.5K +$47.8K +170 +155%
AWM
2555
Accredited Wealth Management
Kentucky
$82.4K +$72.6K +258 New
RWM
2556
Raffa Wealth Management
District of Columbia
$81.5K +$16.6K +59 +30%
WA
2557
WPG Advisers
Maryland
$81K -$6.75K -24 -9%
WTFG
2558
Wood Tarver Financial Group
Idaho
$81K – – –
AG
2559
AmeriFlex Group
Nevada
$80.4K – – –
FCMT
2560
Founders Capital Management (Texas)
Texas
$79.7K – – –
GEA
2561
Glen Eagle Advisors
New Jersey
$79.5K – – –
BCM
2562
Boreal Capital Management
Florida
$79.4K +$70.1K +249 New
WA
2563
Whipplewood Advisors
Colorado
$77.8K -$11K -39 -14%
FWM
2564
FSA Wealth Management
Massachusetts
$77.5K – – –
AT
2565
Avalon Trust
New Mexico
$76.2K -$36.6K -130 -35%
PFG
2566
Putney Financial Group
California
$74K -$8.44K -30 -11%
FP
2567
Financial Perspectives
Minnesota
$73.7K – – –
PWMA
2568
Pension & Wealth Management Advisors
Massachusetts
$73.4K – – –
OAJ
2569
Ogorek Anthony Joseph
New York
$73K +$11.3K +40 +21%
WCM
2570
Winthrop Capital Management
Indiana
$73K +$64.7K +230 New
WPA
2571
Wealth Preservation Advisors
Tennessee
$72.6K +$563 +2 +0.9%
S
2572
Sachetta
Massachusetts
$72.5K +$2.25K +8 +4%
SVWA
2573
Sarver Vrooman Wealth Advisors
Missouri
$72.1K -$21.7K -77 -25%
RFS
2574
Richardson Financial Services
Massachusetts
$71.6K +$844 +3 +1%
AWM
2575
AllSquare Wealth Management
New York
$71.5K – – –