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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
FFL
2551
Financial Freedom LLC
Ohio
$146K – – –
SIS
2552
Sound Income Strategies
Florida
$145K -$41K -129 -22%
OP
2553
ORG Partners
Indiana
$142K +$26.1K +82 +24%
BHWM
2554
Beaird Harris Wealth Management
Texas
$142K – – –
FC
2555
Fairscale Capital
New Hampshire
$139K – – –
B
2556
Birchbrook
Maine
$136K – – –
JAM
2557
JCIC Asset Management
Ontario, Canada
$136K +$130K +410 New
BIA
2558
Bell Investment Advisors
California
$135K +$3.18K +10 +3%
KFA
2559
Kelleher Financial Advisors
New York
$135K +$129K +405 New
FMB
2560
Field & Main Bank
Kentucky
$133K – – –
AEPWM
2561
Atlantic Edge Private Wealth Management
Florida
$131K +$4.77K +15 +4%
GKIM
2562
GW&K Investment Management
Massachusetts
$127K +$4.45K +14 +4%
BWM
2563
Bernard Wealth Management
Michigan
$122K – – –
KFP
2564
Kerr Financial Planning
California
$122K +$109K +344 New
HCM
2565
Hollencrest Capital Management
California
$121K -$954 -3 -0.8%
T
2566
TOBAM
France
$120K -$95.7K -301 -45%
RA
2567
Rise Advisors
New York
$119K +$3.5K +11 +3%
IWMWV
2568
Ironwood Wealth Management (West Virginia)
West Virginia
$119K – – –
CFD
2569
Creative Financial Designs
Indiana
$117K +$636 +2 +0.6%
HNW
2570
High Note Wealth
Minnesota
$114K +$636 +2 +0.6%
GG
2571
Gleason Group
Kentucky
$114K +$318 +1 +0.3%
GCM
2572
Gables Capital Management
Florida
$113K – – –
RFS
2573
Richardson Financial Services
Massachusetts
$112K +$36.6K +115 +52%
FIM
2574
FWL Investment Management
Texas
$111K – – –
PCFFS
2575
Pacific Center for Financial Services
California
$110K – – –
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