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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
2701
Private Wealth Management Group
New Jersey
$88.9K +$3.35K +10 +4%
GK
2702
Graney & King
New York
$88.8K – – –
BCM
2703
Boreal Capital Management
Florida
$86.5K -$16.8K -50 -15%
GWSA
2704
Global Wealth Strategies & Associates
Colorado
$86.5K +$2.01K +6 +2%
EPAM
2705
Evelyn Partners Asset Management
$83.2K +$79.5K +237 +624%
GWS
2706
Greykasell Wealth Strategies
California
$81.7K +$31.9K +95 +54%
Q1WB
2707
Quest 10 Wealth Builders
Virginia
$81.1K -$671 -2 -0.7%
WAG
2708
Wiser Advisor Group
Arizona
$80.5K – – –
AWM
2709
Abound Wealth Management
Tennessee
$79K -$5.37K -16 -6%
GEA
2710
Glen Eagle Advisors
New Jersey
$77.3K +$335 +1 +0.4%
FCMT
2711
Founders Capital Management (Texas)
Texas
$75.6K – – –
TC
2712
Tacita Capital
Ontario, Canada
$75.6K – – –
MCA
2713
McGuire Capital Advisors
Oklahoma
$73.1K -$2.01K -6 -2%
FA
2714
Fountainhead AM
New Jersey
$72.5K +$5.03K +15 +7%
FP
2715
Financial Perspectives
Minnesota
$70.1K – – –
WCM
2716
Winthrop Capital Management
Indiana
$70K – – –
JFA
2717
JNBA Financial Advisors
Minnesota
$69.9K – – –
HHCP
2718
Hilton Head Capital Partners
South Carolina
$68.4K – – –
FPF
2719
First Pacific Financial
Washington
$67.9K +$5.37K +16 +8%
RA
2720
Rational Advisors
New York
$67.8K -$2.01M -5,980 -96%
S
2721
Sachetta
Massachusetts
$66.7K -$5.03K -15 -6%
FG
2722
Fairman Group
Pennsylvania
$66.5K – – –
OAJ
2723
Ogorek Anthony Joseph
New York
$64K – – –
RWM
2724
Raffa Wealth Management
District of Columbia
$64K +$1.01K +3 +1%
PP
2725
PFS Partners
New Jersey
$63.9K – – –
107 108
109
110 111