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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
BH
2701
Burk Holdings
Oklahoma
$101K +$112K +333 New
LHEI
2702
Leo H. Evart Inc
California
$96.2K +$107K +318 New
CBT
2703
Crews Bank & Trust
Florida
$94.4K – – –
VWM
2704
Vermillion Wealth Management
Minnesota
$92.8K +$12.7K +38 +14%
DWP
2705
Destiny Wealth Partners
Florida
$92.6K +$103K +306 New
PWMA
2706
Pension & Wealth Management Advisors
Massachusetts
$91.9K +$17.1K +51 +20%
OPTFSNA
2707
Old Point Trust & Financial Services N A
Virginia
$91.3K – – –
APW
2708
Atlantic Private Wealth
North Carolina
$91K -$671 -2 -0.7%
EIP
2709
Essential Investment Partners
Colorado
$90.7K – – –
PF
2710
PlanVest Financial
Maryland
$90.7K +$101K +300 New
PWMG
2711
Private Wealth Management Group
New Jersey
$88.9K +$3.35K +10 +4%
GK
2712
Graney & King
New York
$88.8K – – –
BCM
2713
Boreal Capital Management
Florida
$86.5K -$16.8K -50 -15%
GWSA
2714
Global Wealth Strategies & Associates
Colorado
$86.5K +$2.01K +6 +2%
EPAM
2715
Evelyn Partners Asset Management
$83.2K +$79.5K +237 +624%
GWS
2716
Greykasell Wealth Strategies
California
$81.7K +$31.9K +95 +54%
Q1WB
2717
Quest 10 Wealth Builders
Virginia
$81.1K -$671 -2 -0.7%
WAG
2718
Wiser Advisor Group
Arizona
$80.5K – – –
AWM
2719
Abound Wealth Management
Tennessee
$79K -$5.37K -16 -6%
GEA
2720
Glen Eagle Advisors
New Jersey
$77.3K +$335 +1 +0.4%
FCMT
2721
Founders Capital Management (Texas)
Texas
$75.6K – – –
TC
2722
Tacita Capital
Ontario, Canada
$75.6K – – –
MCA
2723
McGuire Capital Advisors
Oklahoma
$73.1K -$2.01K -6 -2%
FA
2724
Fountainhead AM
New Jersey
$72.5K +$5.03K +15 +7%
FP
2725
Financial Perspectives
Minnesota
$70.1K – – –
107 108
109
110 111