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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
GC
1676
Grace Capital
Massachusetts
$18K – – –
IFA
1677
Interactive Financial Advisors
Illinois
$18K +$16.6K +150 New
BWL
1678
Bogart Wealth LLC
Virginia
$17K – – –
CWC
1679
Carolinas Wealth Consulting
North Carolina
$16K -$2.44K -22 -15%
SWM
1680
Sugarloaf Wealth Management
Georgia
$16K +$1.11K +10 +8%
FHA
1681
First Horizon Advisors
Tennessee
$15K -$4.54K -41 -24%
AFIA
1682
America First Investment Advisors
Nebraska
$15K – – –
SGAM
1683
Smith Group Asset Management
Texas
$14K – – –
GCGDR
1684
Geo Capital Gestora de Recursos
Brazil
$13K -$8.12M -73,347 -100%
SSWG
1685
Seven Springs Wealth Group
Tennessee
$13K – – –
LAM
1686
Lountzis Asset Management
Pennsylvania
$12K – – –
NFSG
1687
Newbridge Financial Services Group
Florida
$12K – – –
SIM
1688
Seaview Investment Managers
Florida
$12K – – –
SCA
1689
Stuart Chaussee & Associates
California
$12K – – –
EIP
1690
Ellis Investment Partners
Pennsylvania
$12K +$111 +1 +1%
WAS
1691
Winch Advisory Services
Wisconsin
$12K +$5.76K +52 +113%
AWG
1692
Altus Wealth Group
Colorado
$12K +$10.7K +97 New
HR
1693
Howe & Rusling
New York
$12K +$11.1K +100 New
IPW
1694
IronBridge Private Wealth
Texas
$12K +$11.1K +100 New
IHWM
1695
Iron Horse Wealth Management
Iowa
$12K +$11.1K +100 New
OIM
1696
Oder Investment Management
California
$12K +$11.2K +101 New
JGIA
1697
Jackson Grant Investment Advisers
Connecticut
$11K – – –
CWM
1698
Cranbrook Wealth Management
Michigan
$11K +$5.87K +53 +133%
FPS
1699
Fieldpoint Private Securities
Connecticut
$9K +$7.86K +71 New
DWMG
1700
DB Wealth Management Group
California
$9K +$8.64K +78 New
66 67
68
69 70