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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
EIP
2826
Essential Investment Partners
Colorado
$111K +$107K +300 New
PCFFS
2827
Pacific Center for Financial Services
California
$110K – – –
GK
2828
Graney & King
New York
$108K – – –
PWMG
2829
Private Wealth Management Group
New Jersey
$105K – – –
GWSA
2830
Global Wealth Strategies & Associates
Colorado
$104K -$7.87K -22 -7%
KAS
2831
Kemnay Advisory Services
New York
$104K +$100K +280 New
AWM
2832
Abound Wealth Management
Tennessee
$103K +$27.6K +77 +39%
Q1WB
2833
Quest 10 Wealth Builders
Virginia
$99.8K +$358 +1 +0.4%
VWM
2834
Vermillion Wealth Management
Minnesota
$99.7K – – –
WAG
2835
Wiser Advisor Group
Arizona
$98.3K +$358 +1 +0.4%
FF
2836
Friedenthal Financial
New Jersey
$97.7K +$94.5K +264 New
C
2837
Covestor
United Kingdom
$97K -$13.6K -38 -13%
GEA
2838
Glen Eagle Advisors
New Jersey
$94.5K -$14.7K -41 -14%
PWMA
2839
Pension & Wealth Management Advisors
Massachusetts
$93.5K +$3.94K +11 +5%
QA
2840
Quattro Advisors
Pennsylvania
$92.9K +$89.8K +251 New
TC
2841
Tacita Capital
Ontario, Canada
$92.5K -$14.3K -40 -14%
FCMT
2842
Founders Capital Management (Texas)
Texas
$92.5K – – –
MCA
2843
McGuire Capital Advisors
Oklahoma
$91.9K +$88.7K +248 New
P
2844
Palladiem
Pennsylvania
$89.6K +$85.9K +240 New
AT
2845
Avalon Trust
New Mexico
$88.4K -$5.01K -14 -6%
CRI
2846
Commonwealth Retirement Investments
Virginia
$87.3K +$84.5K +236 New
S
2847
Sachetta
Massachusetts
$87.2K – – –
FP
2848
Financial Perspectives
Minnesota
$85.7K +$358 +1 +0.4%
JFA
2849
JNBA Financial Advisors
Minnesota
$85.5K +$6.08K +17 +8%
WCM
2850
Winthrop Capital Management
Indiana
$85K +$82.3K +230 New
112 113
114
115 116