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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
OP
2576
ORG Partners
Indiana
$8.93K -$83.9K -284 -90%
VWA
2577
Valued Wealth Advisors
Utah
$8.91K -$3.25K -11 -25%
GIM
2578
Gold Investment Management
Alberta, Canada
$8.88K – – –
PAM
2579
Parvin Asset Management
South Dakota
$8.88K +$9.75K +33 New
RTL
2580
Red Tortoise LLC
Georgia
$8.61K – – –
T
2581
Transce3nd
Texas
$8.34K -$13.3K -45 -59%
OA
2582
Operose Advisors
Wisconsin
$8.07K – – –
VWM
2583
Valley Wealth Managers
New Jersey
$8.07K – – –
HHGA
2584
Halbert Hargrove Global Advisors
California
$8.07K +$591 +2 +7%
TFGT
2585
TS Financial Group (TSFG)
Illinois
$8K – – –
KSB
2586
Kennebec Savings Bank
Maine
$7.8K -$9.16K -31 -52%
FFA
2587
Frazier Financial Advisors
Ohio
$7.53K – – –
CWP
2588
Clark Wealth Partners
Illinois
$7.53K -$591 -2 -7%
AF
2589
Aviso Financial
Ontario, Canada
$7.26K – – –
FUBT
2590
First United Bank & Trust
Maryland
$6.73K – – –
AP
2591
Atwood & Palmer
Missouri
$6.46K – – –
PCM
2592
Perritt Capital Management
Illinois
$6.46K +$7.09K +24 New
LIA
2593
Luken Investment Analytics
Tennessee
$5.92K +$6.5K +22 New
YAL
2594
Your Advocates Ltd
Texas
$5.41K – – –
IA
2595
IFS Advisors
Kansas
$5.38K – – –
CIAS
2596
CBIZ Investment Advisory Services
Ohio
$5.38K +$5.91K +20 New
WCM
2597
WealthTrak Capital Management
Virginia
$5.11K -$1.48K -5 -21%
WW
2598
Winnow Wealth
Texas
$4.89K +$1.77K +6 +46%
RPA
2599
Redwood Park Advisors
California
$4.84K – – –
CWM
2600
Crowley Wealth Management
Delaware
$4.3K +$2.37K +8 +100%
102 103
104
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