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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
1601
Cyndeo Wealth Partners
Florida
$707K +$28.4K +99 +4%
DDPIC
1602
Deroy & Devereaux Private Investment Counsel
Michigan
$706K +$8.33K +29 +1%
WCG
1603
Weaver Consulting Group
California
$706K – – –
MSA
1604
Marino Stram & Associates
Massachusetts
$705K -$28.2K -98 -4%
MMG
1605
Monetary Management Group
Missouri
$705K – – –
BCG
1606
Breakwater Capital Group
New Jersey
$704K -$21K -73 -3%
CFG
1607
Cooper Financial Group
California
$703K +$190K +663 +39%
QWP
1608
Quotient Wealth Partners
Texas
$702K +$93.9K +327 +16%
MFS
1609
Miller Financial Services
Michigan
$700K +$678K +2,360 New
SAI
1610
Savvy Advisors Inc
New York
$700K +$142K +493 +26%
QFA
1611
Quantum Financial Advisors
California
$700K -$261K -910 -28%
RCG
1612
Regatta Capital Group
California
$699K -$29.9K -104 -4%
WFA
1613
WMG Financial Advisors
Tennessee
$698K -$4.88K -17 -0.7%
MFT
1614
Moisand Fitzgerald Tamayo
Florida
$694K – – –
MWA
1615
Moser Wealth Advisors
Washington
$690K – – –
RCM
1616
Raleigh Capital Management
North Carolina
$690K -$32.5K -113 -5%
PFS
1617
Physicians Financial Services
North Carolina
$689K – – –
UB
1618
Umpqua Bank
Oregon
$686K +$12.4K +43 +2%
MBTD
1619
Mechanics Bank - Trust Department
California
$684K -$105K -364 -14%
AIM
1620
Acropolis Investment Management
Missouri
$683K -$14.9K -52 -2%
SLA
1621
Silver Lake Advisory
Utah
$678K -$10.6K -37 -2%
TIA
1622
Tiemann Investment Advisors
California
$678K -$48K -167 -7%
AWM
1623
Arista Wealth Management
Nevada
$675K +$10.6K +37 +2%
PGAM
1624
Princeton Global Asset Management
New Jersey
$673K -$80.7K -281 -11%
AF
1625
Apexium Financial
Texas
$673K +$347K +1,207 +114%
63 64
65
66 67