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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
KCM
2951
Key Capital Management
Tennessee
$11.5K -$3.52K -11 -24%
GIM
2952
Gold Investment Management
Alberta, Canada
$11.2K – – –
KPP
2953
Kings Path Partners
Texas
$11.2K +$10.6K +33 New
HWM
2954
HighMark Wealth Management
Minnesota
$10.8K – – –
CJ
2955
Caitlin John
Michigan
$10.7K – – –
PS
2956
Planning Strategies
Pennsylvania
$10.5K +$9.93K +31 New
OA
2957
Operose Advisors
Wisconsin
$10.1K -$18.6K -58 -66%
TFGT
2958
TS Financial Group (TSFG)
Illinois
$10K – – –
KSB
2959
Kennebec Savings Bank
Maine
$9.81K – – –
DCM
2960
Davis Capital Management
Florida
$9.81K +$2.88K +9 +45%
FGC
2961
Financial Gravity Companies
Texas
$9.81K +$9.29K +29 New
HHGA
2962
Halbert Hargrove Global Advisors
California
$9.61K – – –
PG
2963
Proffitt & Goodson
Tennessee
$9.47K – – –
LFA
2964
LGT Financial Advisors
Texas
$9.13K – – –
RWS
2965
Retirement Wealth Solutions
Wisconsin
$9.13K +$7.36K +23 +575%
CWP
2966
Clark Wealth Partners
Illinois
$8.79K +$8.32K +26 New
HIA
2967
HFM Investment Advisors
New Jersey
$8.46K +$4.48K +14 +127%
IFS
2968
Intelligent Financial Strategies
Minnesota
$8.46K – – –
AP
2969
Atwood & Palmer
Missouri
$7.78K – – –
HAP
2970
Harbor Asset Planning
Massachusetts
$7.44K – – –
LIA
2971
Luken Investment Analytics
Tennessee
$7.44K – – –
MSFP
2972
Mark Sheptoff Financial Planning
Connecticut
$7.1K – – –
MAS
2973
MPWM Advisory Solutions
Georgia
$7.1K – – –
DWS
2974
Dynamic Wealth Strategies
California
$7.1K +$1.92K +6 +40%
IA
2975
IFS Advisors
Kansas
$6.76K – – –
117 118
119
120 121