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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
1551
CFO4Life Group
Texas
$935K -$8.72K -26 -0.8%
NG
1552
Novem Group
New York
$935K -$10.7K -32 -1%
IA
1553
Insight Advisors
Pennsylvania
$933K -$841K -2,507 -45%
MFA
1554
Mayflower Financial Advisors
Massachusetts
$933K -$14.4K -43 -1%
CYG
1555
Clean Yield Group
Vermont
$931K -$5.37K -16 -0.5%
QWP
1556
Quotient Wealth Partners
Texas
$926K -$7.04K -21 -0.7%
WAS
1557
Wealth Advisory Solutions
Indiana
$925K +$768K +2,291 +299%
ZI
1558
ZEGA Investments
Florida
$925K -$78.1K -233 -7%
PP
1559
PDS Planning
Ohio
$924K -$19.1K -57 -2%
LWMM
1560
Legacy Wealth Management (Mississippi)
Mississippi
$924K +$13.4K +40 +1%
TPW
1561
Talon Private Wealth
Florida
$923K +$1.02M +3,051 New
LAI
1562
Legal Advantage Investments
California
$923K +$168K +500 +20%
CFP
1563
Catalyst Financial Partners
Massachusetts
$922K +$63K +188 +7%
TWM
1564
Tradition Wealth Management
Minnesota
$920K +$16.8K +50 +2%
GFG
1565
Greystone Financial Group
Michigan
$919K -$12.7M -37,947 -93%
WI
1566
WBI Investments
New Jersey
$917K -$1.64M -4,879 -62%
MS
1567
Millington Securities
New Jersey
$917K +$1.02M +3,031 New
7WCP
1568
71 West Capital Partners
Massachusetts
$914K +$255K +762 +34%
BTWM
1569
Baker Tilly Wealth Management
Wisconsin
$913K -$46.6K -139 -4%
SWM
1570
Scissortail Wealth Management
Oklahoma
$913K – – –
AWP
1571
Abacus Wealth Partners
California
$911K -$97.2K -290 -9%
WA
1572
Waddell & Associates
Tennessee
$910K +$119K +355 +13%
MAA
1573
Matrix Asset Advisors
New York
$906K -$23.5K -70 -2%
CFG
1574
Cooper Financial Group
California
$903K -$66.1K -197 -6%
MWS
1575
MFA Wealth Services
California
$901K +$39.6K +118 +4%
61 62
63
64 65