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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
1526
CVA Family Office
Colorado
$21K – – –
HI
1527
Hudock Inc
Pennsylvania
$20K +$92 +1 +0.5%
LGWM
1528
Litman Gregory Wealth Management
California
$19K – – –
SA
1529
SRH Advisors
Kansas
$19K – – –
TC
1530
Trust Company
Kansas
$19K – – –
YAL
1531
Your Advocates Ltd
Texas
$19K – – –
FPFS
1532
First Personal Financial Services
North Carolina
$19K +$10.6K +115 +135%
RIM
1533
Rockbridge Investment Management
New York
$19K +$18.2K +198 New
MLFP
1534
MPS Loria Financial Planners
Illinois
$19K +$18.4K +200 New
RWG
1535
Regal Wealth Group
California
$18K – – –
RTC
1536
Riverview Trust Company
Washington
$16K – – –
FHA
1537
First Horizon Advisors
Tennessee
$15K – – –
EI
1538
Ellevest Inc
New York
$14K -$52.3K -568 -80%
BWL
1539
Bogart Wealth LLC
Virginia
$14K – – –
GC
1540
Grace Capital
Massachusetts
$14K – – –
HB
1541
Horizon Bancorp
Indiana
$14K – – –
NIM
1542
NuWave Investment Management
New Jersey
$14K +$13.1K +142 New
RA
1543
Rational Advisors
New York
$14K +$13.1K +142 New
NICM
1544
Neo Ivy Capital Management
New York
$14K +$13.4K +146 New
CQS
1545
Credential Qtrade Securities
$13.6K – – –
CWC
1546
Carolinas Wealth Consulting
North Carolina
$13K +$12.3K +134 New
MA
1547
Modus Advisors
Minnesota
$13K +$12.6K +137 New
PW
1548
Price Wealth
Texas
$12K +$11.8K +128 New
AFIA
1549
America First Investment Advisors
Nebraska
$11K – – –
MWA
1550
MFA Wealth Advisors
Pennsylvania
$10.2K +$9.85K +107 New
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