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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
LIS
2576
Legacy Investment Solutions
Idaho
$15.8K – – –
LWMI
2577
Legacy Wealth Management (Idaho)
Idaho
$15.8K – – –
UFF
2578
USA Financial Formulas
Michigan
$15.7K -$1.87M -6,507 -99%
DPW
2579
DiNuzzo Private Wealth
Pennsylvania
$14.8K – – –
ETS
2580
ESL Trust Services
New York
$14.8K – – –
CWM
2581
CarsonAllaria Wealth Management
Illinois
$14.2K – – –
SIC
2582
SJS Investment Consulting
Ohio
$13.9K -$2.3K -8 -15%
PP
2583
Pacifica Partners
Canada
$13.4K – – –
CWC
2584
Carolinas Wealth Consulting
North Carolina
$13.4K – – –
FIA
2585
FPC Investment Advisory
California
$13.3K +$8.91K +31 +282%
VWA
2586
Valued Wealth Advisors
Utah
$13.1K -$3.16K -11 -20%
CWA
2587
Carolina Wealth Advisors
South Carolina
$13.1K – – –
HCM
2588
Horrell Capital Management
Arkansas
$13K – – –
HWM
2589
HighMark Wealth Management
Minnesota
$12.7K – – –
SWM
2590
Sugarloaf Wealth Management
Georgia
$12.5K – – –
RF
2591
Robinswood Financial
Washington
$12.2K – – –
MBFW
2592
Morton Brown Family Wealth
Pennsylvania
$11.9K – – –
AIP
2593
Alexis Investment Partners
Texas
$11.9K +$11.5K +40 New
DCM
2594
Davis Capital Management
Florida
$11.3K – – –
MAS
2595
MPWM Advisory Solutions
Georgia
$10.7K +$10.3K +36 New
HFS
2596
HBC Financial Services
Washington
$10K – – –
GIM
2597
Gold Investment Management
Alberta, Canada
$9.79K – – –
RTL
2598
Red Tortoise LLC
Georgia
$9.5K – – –
OA
2599
Operose Advisors
Wisconsin
$8.9K -$28.2K -98 -77%
VWM
2600
Valley Wealth Managers
New Jersey
$8.9K – – –
102 103
104
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