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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
2651
American Capital Advisory
Idaho
$37.4K -$954 -3 -3%
PSFG
2652
Park Square Financial Group
Georgia
$35.9K -$194K -610 -85%
CWM
2653
Cranbrook Wealth Management
Michigan
$34.9K – – –
GFL
2654
Granite FO LLC
New Hampshire
$34.5K – – –
CIAS
2655
CBIZ Investment Advisory Services
Ohio
$34.2K -$6.04K -19 -16%
GFWA
2656
Grey Fox Wealth Advisors
Delaware
$33.5K +$32.1K +101 New
RJA
2657
Ross\Johnson & Associates
Minnesota
$33.2K – – –
SCA
2658
Stuart Chaussee & Associates
California
$33.2K – – –
STB
2659
S&T Bank
Pennsylvania
$32.2K – – –
AFG
2660
Albion Financial Group
Utah
$29.6K – – –
TCM
2661
TruNorth Capital Management
Michigan
$29.6K – – –
HHGA
2662
Halbert Hargrove Global Advisors
California
$28.9K +$18.8K +59 +211%
GA
2663
Guerra Advisors
Florida
$27.9K +$26.7K +84 New
MWPCG
2664
Measured Wealth Private Client Group
New Hampshire
$27.6K +$26.4K +83 New
AIM
2665
Access Investment Management
Georgia
$27.2K – – –
DFA
2666
DHJJ Financial Advisors
Illinois
$27.2K +$1.91K +6 +8%
MNA
2667
Manning & Napier Advisors
New York
$26.9K +$25.8K +81 New
HC
2668
Hoese & Co
Minnesota
$26.6K -$63.6K -200 -71%
CIA
2669
Cape Investment Advisory
Georgia
$26.2K -$135K -423 -84%
VWM
2670
Valley Wealth Managers
New Jersey
$25.2K +$14.6K +46 +153%
ECM
2671
Estabrook Capital Management
New York
$24.6K – – –
IW
2672
Imprint Wealth
South Carolina
$23.9K +$22.9K +72 New
DWM
2673
Dogwood Wealth Management
Kansas
$23.3K +$1.27K +4 +6%
CCM
2674
Cloud Capital Management
Washington
$23K +$22.3K +70 New
ACM
2675
Anfield Capital Management
California
$22.6K +$7.32K +23 +51%
105 106
107
108 109