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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
OPW
1601
Oxler Private Wealth
New York
$60K +$55.4K +500 New
TF
1602
TimeScale Financial
Massachusetts
$59K +$222 +2 +0.4%
JAM
1603
JCIC Asset Management
Ontario, Canada
$59K +$1.55K +14 +3%
BFG
1604
Baron Financial Group
New Jersey
$58.2K – – –
CHA
1605
Carmichael Hill & Associates
Maryland
$57K – – –
T
1606
TOBAM
France
$57K +$51.8K +468 New
PCFFS
1607
Pacific Center for Financial Services
California
$56K -$997 -9 -2%
MF
1608
Manchester Financial
California
$55K – – –
TAIM
1609
TD Ameritrade Investment Management
Nebraska
$52K -$1.88K -17 -4%
CCA
1610
Column Capital Advisors
Indiana
$51K -$56.5K -510 -55%
CFD
1611
Creative Financial Designs
Indiana
$51K – – –
FPB
1612
First PREMIER Bank
South Dakota
$51K – – –
TCWA
1613
Ten Capital Wealth Advisors
Washington
$51K +$46.7K +422 New
BWM
1614
Baystate Wealth Management
Massachusetts
$50K – – –
HFM
1615
Harvest Fund Management
China
$50K +$46.2K +417 New
BWA
1616
BDO Wealth Advisors
Florida
$49K -$217K -1,959 -83%
FMB
1617
Field & Main Bank
Kentucky
$48K – – –
SWP
1618
ShoreHaven Wealth Partners
New Jersey
$48K +$44.3K +400 New
GG
1619
Gleason Group
Kentucky
$47K +$111 +1 +0.3%
IWMWV
1620
Ironwood Wealth Management (West Virginia)
West Virginia
$46K +$41.8K +377 New
EWM
1621
Edge Wealth Management
New York
$45K -$1.33K -12 -3%
COCM
1622
Charter Oak Capital Management
New Hampshire
$44K +$40.4K +365 New
FA
1623
Financial Advantage
Maryland
$41K -$37.7K -340 -50%
IF
1624
Ironwood Financial
Arizona
$41K – – –
SFSIG
1625
San Francisco Sentry Investment Group
California
$41K – – –
63 64
65
66 67