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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
DCM
2701
Davidson Capital Management
Texas
$12.3K +$11.8K +37 New
RBC
2702
Roble Belko & Company
Pennsylvania
$12K +$11.1K +35 +1,750%
EP
2703
Essential Partners
California
$11.6K +$954 +3 +9%
AFWM
2704
Abich Financial Wealth Management
Virginia
$11.6K +$11.1K +35 New
GIM
2705
Gold Investment Management
Alberta, Canada
$11K – – –
RTL
2706
Red Tortoise LLC
Georgia
$10.6K – – –
OA
2707
Operose Advisors
Wisconsin
$9.96K – – –
KSB
2708
Kennebec Savings Bank
Maine
$9.63K – – –
WWA
2709
Wealth Watch Advisors
Colorado
$9.63K +$9.22K +29 New
FFA
2710
Frazier Financial Advisors
Ohio
$9.3K – – –
TFGT
2711
TS Financial Group (TSFG)
Illinois
$9K – – –
EWP
2712
Elevation Wealth Partners
California
$8.97K +$8.59K +27 New
AF
2713
Aviso Financial
Ontario, Canada
$8.97K – – –
LFA
2714
LGT Financial Advisors
Texas
$8.97K – – –
IFS
2715
Intelligent Financial Strategies
Minnesota
$8.3K -$53.8K -169 -87%
HFS
2716
Horizon Financial Services
North Carolina
$7.97K +$7.63K +24 New
CJ
2717
Caitlin John
Michigan
$7.81K +$7.63K +24 New
AP
2718
Atwood & Palmer
Missouri
$7.64K -$318 -1 -4%
HAP
2719
Harbor Asset Planning
Massachusetts
$7.31K – – –
LIA
2720
Luken Investment Analytics
Tennessee
$7.31K – – –
NWM
2721
Nova Wealth Management
Florida
$7.23K – – –
MSFP
2722
Mark Sheptoff Financial Planning
Connecticut
$6.97K – – –
MAS
2723
MPWM Advisory Solutions
Georgia
$6.97K – – –
PWA
2724
Principia Wealth Advisory
Texas
$6.97K +$954 +3 +17%
CC
2725
Corsicana & Co
Texas
$6.97K +$6.68K +21 New
107 108
109
110 111