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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
CFS
2626
CGC Financial Services
Oregon
$176K
AW
2627
Avion Wealth
Texas
$176K +$6.04K +18 +3%
SIS
2628
Strategic Investment Solutions
Illinois
$174K -$45.3K -135 -19%
RFG
2629
REAP Financial Group
Texas
$174K +$2.35K +7 +1%
TCA
2630
Trifecta Capital Advisors
Illinois
$174K
CFD
2631
Creative Financial Designs
Indiana
$171K +$19.1K +57 +11%
AT
2632
Arlington Trust
Alabama
$171K +$10.1K +30 +6%
SEP
2633
Signature Equity Partners
Ohio
$170K +$10.7K +32 +6%
PMIM
2634
Prudent Man Investment Management
Colorado
$166K
MAFA
2635
MJT & Associates Financial Advisory
Minnesota
$164K
PPC
2636
Park Place Capital
Alabama
$163K -$2.01K -6 -1%
WSFG
2637
Wall Street Financial Group
Illinois
$163K +$181K +540 New
FWA
2638
Flagship Wealth Advisors
Massachusetts
$163K -$162K -484 -49%
WPA
2639
Wealth Preservation Advisors
Tennessee
$162K +$2.68K +8 +2%
SWIM
2640
Smallwood Wealth Investment Management
New Jersey
$162K -$60.4K -180 -25%
VWA
2641
VSM Wealth Advisory
Maryland
$161K
AG
2642
AmeriFlex Group
Nevada
$161K +$1.01K +3 +0.6%
RDFA
2643
Ritter Daniher Financial Advisory
Ohio
$161K
MWM
2644
Mascoma Wealth Management
New Hampshire
$161K -$671 -2 -0.4%
WBWA
2645
William B. Walkup & Associates
South Carolina
$152K
IWM
2646
IMG Wealth Management
Florida
$152K -$13.1K -39 -7%
CCMI
2647
Creative Capital Management Investments
California
$152K
CAIM
2648
Catherine Avery Investment Management
Florida
$151K -$16.8K -50 -9%
Cohen & Steers
2649
Cohen & Steers
New York
$151K -$168K -500 -50%
JWM
2650
JPL Wealth Management
Colorado
$149K +$166K +494 New