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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
CYG
1551
Clean Yield Group
Vermont
$931K -$5.37K -16 -0.5%
QWP
1552
Quotient Wealth Partners
Texas
$926K -$7.04K -21 -0.7%
WAS
1553
Wealth Advisory Solutions
Indiana
$925K +$768K +2,291 +299%
ZI
1554
ZEGA Investments
Florida
$925K -$78.1K -233 -7%
PP
1555
PDS Planning
Ohio
$924K -$19.1K -57 -2%
LWMM
1556
Legacy Wealth Management (Mississippi)
Mississippi
$924K +$13.4K +40 +1%
TPW
1557
Talon Private Wealth
Florida
$923K +$1.02M +3,051 New
LAI
1558
Legal Advantage Investments
California
$923K +$168K +500 +20%
CFP
1559
Catalyst Financial Partners
Massachusetts
$922K +$63K +188 +7%
TWM
1560
Tradition Wealth Management
Minnesota
$920K +$16.8K +50 +2%
GFG
1561
Greystone Financial Group
Michigan
$919K -$12.7M -37,947 -93%
WI
1562
WBI Investments
New Jersey
$917K -$1.64M -4,879 -62%
MS
1563
Millington Securities
New Jersey
$917K +$1.02M +3,031 New
7WCP
1564
71 West Capital Partners
Massachusetts
$914K +$255K +762 +34%
BTWM
1565
Baker Tilly Wealth Management
Wisconsin
$913K -$46.6K -139 -4%
SWM
1566
Scissortail Wealth Management
Oklahoma
$913K – – –
AWP
1567
Abacus Wealth Partners
California
$911K -$97.2K -290 -9%
WA
1568
Waddell & Associates
Tennessee
$910K +$119K +355 +13%
MAA
1569
Matrix Asset Advisors
New York
$906K -$23.5K -70 -2%
CFG
1570
Cooper Financial Group
California
$903K -$66.1K -197 -6%
MWS
1571
MFA Wealth Services
California
$901K +$39.6K +118 +4%
CIAS
1572
Capital Investment Advisory Services
North Carolina
$899K -$1.01K -3 -0.1%
LWM
1573
LongView Wealth Management
Georgia
$889K -$51.3K -153 -5%
SWM
1574
SeaCrest Wealth Management
New York
$885K -$56.3K -168 -5%
BST
1575
Bath Savings Trust
Maine
$882K -$2.35K -7 -0.2%
61 62
63
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