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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
RCM
1701
Raleigh Capital Management
North Carolina
$713K +$166K +494 +27%
SI
1702
Saxon Interests
Texas
$711K -$816K -2,434 -51%
JWBC
1703
John W. Bristol & Co
New York
$711K – – –
DW30
1704
Drucker Wealth 3.0
New Jersey
$710K -$12.7K -38 -2%
MEG
1705
Millstone Evans Group
Colorado
$708K – – –
DE
1706
Diversified Enterprises
Delaware
$707K -$7.71K -23 -1%
FPH
1707
Financial Planning Hawaii
Hawaii
$706K +$26.8K +80 +4%
PCG
1708
PFC Capital Group
California
$706K – – –
SIS
1709
Sound Income Strategies
Florida
$705K -$14.1K -42 -2%
FIM
1710
FWL Investment Management
Texas
$704K +$634K +1,890 +432%
HBW
1711
Hazlett, Burt & Watson
West Virginia
$704K +$335 +1 +0%
MMG
1712
Monetary Management Group
Missouri
$703K -$16.8K -50 -2%
SCM
1713
Sage Capital Management
New Jersey
$703K – – –
VAG
1714
VisionPoint Advisory Group
Texas
$701K +$4.69K +14 +0.6%
PHAM
1715
Palisades Hudson Asset Management
Florida
$700K – – –
DE
1716
Defiance ETFs
New York
$700K +$776K +2,313 New
MWA
1717
Meridian Wealth Advisors
Texas
$696K -$14.1K -42 -2%
CCC
1718
Compass Capital Corp
Massachusetts
$696K -$9.05K -27 -1%
CAM
1719
Costello Asset Management
Pennsylvania
$696K +$468K +1,396 +154%
RRA
1720
Round Rock Advisors
Connecticut
$695K -$30.5K -91 -4%
BHIA
1721
Birch Hill Investment Advisors
Massachusetts
$690K – – –
OWA
1722
One Wealth Advisors
California
$690K +$11.1K +33 +1%
MA
1723
MONECO Advisors
Connecticut
$685K +$36.5K +109 +5%
TVPW
1724
Third View Private Wealth
Connecticut
$685K +$65K +194 +9%
CWM
1725
Connecticut Wealth Management
Connecticut
$685K +$9.05K +27 +1%
67 68
69
70 71