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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
GFA
2826
Godfrey Financial Associates
New York
$17.5K +$1.34K +4 +7%
RL
2827
Rogco LP
Oklahoma
$16.9K – – –
EPIMS
2828
Evelyn Partners Investment Management Services
$16.6K – – –
EP
2829
Essential Partners
California
$16.3K +$6.37K +19 +54%
PSFG
2830
Park Square Financial Group
Georgia
$16.3K -$37.6K -112 -67%
MWA
2831
Merkkuri Wealth Advisors
New York
$15.7K +$17.4K +52 New
SC
2832
Swan Capital
Florida
$15.6K – – –
BFS
2833
Bare Financial Services
Pennsylvania
$15.4K +$1.34K +4 +9%
GCM
2834
Gunpowder Capital Management
Maryland
$15.1K -$1.34K -4 -7%
ETS
2835
ESL Trust Services
New York
$15.1K – – –
TAR
2836
Trask Adam Roland
$15.1K +$16.8K +50 New
DPW
2837
DiNuzzo Private Wealth
Pennsylvania
$14.8K -$671 -2 -4%
KCM
2838
Key Capital Management
Tennessee
$13.6K +$3.69K +11 +32%
CWA
2839
Carolina Wealth Advisors
South Carolina
$13.3K -$1.34K -4 -8%
HCM
2840
Horrell Capital Management
Arkansas
$13.3K – – –
SHIM
2841
Stone House Investment Management
Pennsylvania
$13.1K -$1.01K -3 -7%
VWA
2842
Valued Wealth Advisors
Utah
$12.8K -$4.36K -13 -24%
EWP
2843
Elevation Wealth Partners
California
$12.4K -$335 -1 -2%
MNA
2844
Manning & Napier Advisors
New York
$12.2K +$3.69K +11 +37%
TM
2845
Torren Management
California
$11.5K -$16.1K -48 -56%
IW
2846
Imprint Wealth
South Carolina
$10.6K -$8.72K -26 -43%
GIM
2847
Gold Investment Management
Alberta, Canada
$9.98K – – –
RTL
2848
Red Tortoise LLC
Georgia
$9.68K – – –
HWM
2849
HighMark Wealth Management
Minnesota
$9.62K -$1.34K -4 -11%
CJ
2850
Caitlin John
Michigan
$9.56K +$1.34K +4 +14%
112 113
114
115 116