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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
MWP
1726
Meridian Wealth Partners
Pennsylvania
$26K +$2.77K +21 +13%
AWMS
1727
Advocacy Wealth Management Services
Georgia
$25K – – –
POIA
1728
Pin Oak Investment Advisors
Texas
$25K – – –
SFP
1729
Sterling Financial Planning
New Jersey
$25K – – –
LAS
1730
Lloyd Advisory Services
Georgia
$24K -$2.77K -21 -11%
RTC
1731
Riverview Trust Company
Washington
$24K – – –
BWL
1732
Bogart Wealth LLC
Virginia
$24K +$4.1K +31 +22%
IFA
1733
Interactive Financial Advisors
Illinois
$21K – – –
TCWA
1734
Ten Capital Wealth Advisors
Washington
$20K -$36.3K -275 -65%
SGAM
1735
Smith Group Asset Management
Texas
$19K +$3.04K +23 +20%
SCA
1736
Stuart Chaussee & Associates
California
$19K +$4.76K +36 +36%
WCM
1737
Wealthcare Capital Management
Virginia
$19K +$17.4K +132 New
CWC
1738
Carolinas Wealth Consulting
North Carolina
$18K -$396 -3 -2%
RA
1739
Resolute Advisors
California
$18K +$24.4K +185 New
AFIA
1740
America First Investment Advisors
Nebraska
$17K – – –
RWM
1741
RBA Wealth Management
California
$17K +$15.9K +120 New
SSWG
1742
Seven Springs Wealth Group
Tennessee
$15K – – –
IPW
1743
IronBridge Private Wealth
Texas
$14K – – –
IHWM
1744
Iron Horse Wealth Management
Iowa
$14K – – –
NFSG
1745
Newbridge Financial Services Group
Florida
$14K – – –
WAS
1746
Winch Advisory Services
Wisconsin
$14K – – –
PSIWM
1747
Paradigm Strategies in Wealth Management
Minnesota
$14K +$13.2K +100 New
CP
1748
Corbenic Partners
Pennsylvania
$14K +$13.3K +101 New
JGIA
1749
Jackson Grant Investment Advisers
Connecticut
$13K – – –
FGAM
1750
Financial Gravity Asset Management
Texas
$12.7K +$3.44K +26 +41%
68 69
70
71 72