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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
PSFG
2926
Park Square Financial Group
Georgia
$11.5K -$6.4K -20 -37%
KCM
2927
Key Capital Management
Tennessee
$11.5K -$3.52K -11 -24%
GIM
2928
Gold Investment Management
Alberta, Canada
$11.2K – – –
KPP
2929
Kings Path Partners
Texas
$11.2K +$10.6K +33 New
HWM
2930
HighMark Wealth Management
Minnesota
$10.8K – – –
CJ
2931
Caitlin John
Michigan
$10.7K – – –
PS
2932
Planning Strategies
Pennsylvania
$10.5K +$9.93K +31 New
OA
2933
Operose Advisors
Wisconsin
$10.1K -$18.6K -58 -66%
TFGT
2934
TS Financial Group (TSFG)
Illinois
$10K – – –
KSB
2935
Kennebec Savings Bank
Maine
$9.81K – – –
DCM
2936
Davis Capital Management
Florida
$9.81K +$2.88K +9 +45%
FGC
2937
Financial Gravity Companies
Texas
$9.81K +$9.29K +29 New
HHGA
2938
Halbert Hargrove Global Advisors
California
$9.61K – – –
PG
2939
Proffitt & Goodson
Tennessee
$9.47K – – –
LFA
2940
LGT Financial Advisors
Texas
$9.13K – – –
RWS
2941
Retirement Wealth Solutions
Wisconsin
$9.13K +$7.36K +23 +575%
CWP
2942
Clark Wealth Partners
Illinois
$8.79K +$8.32K +26 New
HIA
2943
HFM Investment Advisors
New Jersey
$8.46K +$4.48K +14 +127%
IFS
2944
Intelligent Financial Strategies
Minnesota
$8.46K – – –
AP
2945
Atwood & Palmer
Missouri
$7.78K – – –
HAP
2946
Harbor Asset Planning
Massachusetts
$7.44K – – –
LIA
2947
Luken Investment Analytics
Tennessee
$7.44K – – –
MSFP
2948
Mark Sheptoff Financial Planning
Connecticut
$7.1K – – –
MAS
2949
MPWM Advisory Solutions
Georgia
$7.1K – – –
DWS
2950
Dynamic Wealth Strategies
California
$7.1K +$1.92K +6 +40%
116 117
118
119 120