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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
LHEI
2776
Leo H. Evart Inc
California
$108K – – –
CBT
2777
Crews Bank & Trust
Florida
$106K – – –
APW
2778
Atlantic Private Wealth
North Carolina
$102K +$320 +1 +0.3%
HHCP
2779
Hilton Head Capital Partners
South Carolina
$102K +$24K +75 +33%
CIM
2780
Contravisory Investment Management
Massachusetts
$101K -$8.86M -27,675 -99%
EIP
2781
Essential Investment Partners
Colorado
$101K – – –
RP
2782
Rowlandmiller & Partners
Georgia
$101K +$96.1K +300 New
GK
2783
Graney & King
New York
$99.5K +$320 +1 +0.3%
BWS
2784
Buck Wealth Strategies
Colorado
$98.2K +$92.9K +290 New
BCM
2785
Boreal Capital Management
Florida
$96.7K – – –
GEA
2786
Glen Eagle Advisors
New Jersey
$94.6K +$7.68K +24 +9%
S
2787
Sachetta
Massachusetts
$93.6K +$17.9K +56 +25%
FA
2788
Fedenia Advisers
Wisconsin
$93.4K +$88.4K +276 New
GWS
2789
Greykasell Wealth Strategies
California
$91.3K – – –
WAG
2790
Wiser Advisor Group
Arizona
$90.3K +$320 +1 +0.4%
Q1WB
2791
Quest 10 Wealth Builders
Virginia
$88.6K -$1.92K -6 -2%
FFO
2792
Fortitude Family Office
Arizona
$85.9K +$22.4K +70 +38%
RF
2793
Roxbury Financial
New Jersey
$85K +$34.3K +107 +74%
FCMT
2794
Founders Capital Management (Texas)
Texas
$84.6K – – –
TC
2795
Tacita Capital
Ontario, Canada
$84.6K – – –
C
2796
Covestor
United Kingdom
$84K +$19.5K +61 +32%
RA
2797
Rational Advisors
New York
$83.9K +$7.68K +24 +11%
JFA
2798
JNBA Financial Advisors
Minnesota
$83.2K +$4.8K +15 +6%
ACA
2799
American Capital Advisory
Idaho
$81.4K +$38.7K +121 +101%
FP
2800
Financial Perspectives
Minnesota
$78.5K – – –
110 111
112
113 114