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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
1626
Prestige Wealth Management Group
New Jersey
$21K – – –
RTC
1627
Riverview Trust Company
Washington
$21K – – –
BG
1628
Bollard Group
Massachusetts
$21K +$120 +1 +0.6%
1NWS
1629
1 North Wealth Services
Maryland
$18K – – –
VEA
1630
Virtus ETF Advisers
New York
$17K -$29.3K -245 -64%
BWL
1631
Bogart Wealth LLC
Virginia
$17K -$956 -8 -6%
LFG
1632
Larson Financial Group
Missouri
$17K – – –
SGAM
1633
Smith Group Asset Management
Texas
$16K -$1.2K -10 -7%
SC
1634
Steph & Co
Wisconsin
$16K +$15.7K +131 New
AFIA
1635
America First Investment Advisors
Nebraska
$15K – – –
FPFS
1636
First Personal Financial Services
North Carolina
$15K – – –
RFM
1637
Royal Fund Management
Florida
$14K – – –
TJHA
1638
Thomas J. Herzfeld Advisors
Florida
$14K +$2.51K +21 +23%
AWA
1639
Arkadios Wealth Advisors
Georgia
$13.8K +$12.3K +103 New
IWA
1640
Intercontinental Wealth Advisors
Texas
$13K – – –
JPLA
1641
Joseph P. Lucia & Associates
New York
$13K – – –
CA
1642
CXI Advisors
Indiana
$13K +$12.4K +104 New
SSWG
1643
Seven Springs Wealth Group
Tennessee
$13K +$12.8K +107 New
HR
1644
Howe & Rusling
New York
$12K – – –
SCA
1645
Stuart Chaussee & Associates
California
$12K – – –
EWA
1646
Evolution Wealth Advisors
Florida
$12K +$11.4K +95 New
EIP
1647
Ellis Investment Partners
Pennsylvania
$11K +$120 +1 +1%
SIS
1648
Sound Income Strategies
Florida
$10K -$10.3K -86 -53%
POIA
1649
Pin Oak Investment Advisors
Texas
$10K – – –
SL
1650
Salomon & Ludwin
Virginia
$9K – – –
64 65
66
67 68