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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
BFP
2851
Birchwood Financial Partners
Minnesota
$45.1K – – –
FLP
2852
Financial Life Planners
Arizona
$44.3K – – –
MSG
2853
Main Street Group
Virginia
$44.1K – – –
CH
2854
Canton Hathaway
Rhode Island
$44K – – –
MAM
2855
Marquette Asset Management
Minnesota
$43K +$33K +103 +429%
SVWA
2856
Sarver Vrooman Wealth Advisors
Missouri
$42.5K -$1.28K -4 -3%
NIM
2857
Nexus Investment Management
Ontario, Canada
$42.3K – – –
PP
2858
Paladin Partners
Wisconsin
$42.3K – – –
SWAG
2859
Spectrum Wealth Advisory Group
California
$41.6K +$39.4K +123 New
SIC
2860
SJS Investment Consulting
Ohio
$41.4K +$15.4K +48 +65%
SC
2861
Solstein Capital
California
$40.9K – – –
QWM
2862
Quaker Wealth Management
New Jersey
$40.6K +$33.6K +105 +700%
AF
2863
Abound Financial
California
$38K -$3.2K -10 -8%
EF
2864
Entrust Financial
Pennsylvania
$37.5K – – –
KFG
2865
Kingdom Financial Group
Arizona
$36.7K +$13.4K +42 +64%
MAM
2866
Meeder Asset Management
Ohio
$36.2K +$5.44K +17 +19%
CWM
2867
Cranbrook Wealth Management
Michigan
$35.5K – – –
GFL
2868
Granite FO LLC
New Hampshire
$35.2K – – –
EWM
2869
Evolution Wealth Management
Florida
$34.8K -$961 -3 -3%
TWD
2870
True Wealth Design
Ohio
$34K +$640 +2 +2%
EP
2871
Elkhorn Partners
Nebraska
$33.8K -$80K -250 -71%
AT
2872
Avalon Trust
New Mexico
$33.8K – – –
RJA
2873
Ross\Johnson & Associates
Minnesota
$33.8K – – –
WA
2874
Walsh & Associates
Florida
$33.8K – – –
FFA
2875
Frazier Financial Advisors
Ohio
$33.5K -$320 -1 -1%
113 114
115
116 117