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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
2726
IMG Wealth Management
Florida
$171K +$1.6K +5 +1%
VR
2727
Vision Retirement
New Jersey
$169K +$3.84K +12 +2%
CAIM
2728
Catherine Avery Investment Management
Florida
$169K – – –
PWMG
2729
Private Wealth Management Group
New Jersey
$167K +$64K +200 +68%
PMIM
2730
Prudent Man Investment Management
Colorado
$166K – – –
WBWA
2731
William B. Walkup & Associates
South Carolina
$166K -$24K -75 -13%
SG
2732
Sankala Group
Colorado
$163K +$640 +2 +0.4%
MR
2733
Munich Reinsurance
$161K -$49.9K -156 -25%
CVM
2734
Cheviot Value Management
California
$161K – – –
FCT
2735
First Community Trust
Iowa
$161K – – –
AFC
2736
Ares Financial Consulting
California
$161K +$961 +3 +0.6%
MWA
2737
Medallion Wealth Advisors
Connecticut
$160K -$99.6K -311 -40%
CCA
2738
Catalyst Capital Advisors
New York
$158K -$2.24K -7 -1%
PJC
2739
Phillip James Consulting
Minnesota
$158K – – –
SA
2740
Strategic Advocates
Utah
$157K +$10.2K +32 +7%
BHWM
2741
Bay Harbor Wealth Management
Maryland
$157K +$11.2K +35 +8%
SNB
2742
Security National Bank
Nebraska
$156K -$961 -3 -0.6%
BIA
2743
Bell Investment Advisors
California
$152K +$15.4K +48 +12%
BHWM
2744
Beaird Harris Wealth Management
Texas
$151K +$6.08K +19 +4%
MMCM
2745
Murphy & Mullick Capital Management
New York
$146K +$1.28K +4 +0.9%
HNW
2746
High Note Wealth
Minnesota
$145K +$20.5K +64 +18%
RRMM
2747
Regatta Research & Money Management
Louisiana
$144K +$137K +427 New
AWM
2748
Activest Wealth Management
Florida
$143K -$327K -1,022 -71%
FC
2749
Fairscale Capital
New Hampshire
$142K – – –
AF
2750
Aviso Financial
Ontario, Canada
$141K +$125K +390 +1,444%
108 109
110
111 112