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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
LGWM
1726
Litman Gregory Wealth Management
California
$28K – – –
TC
1727
Trust Company
Kansas
$28K – – –
YAL
1728
Your Advocates Ltd
Texas
$28K – – –
LFG
1729
Larson Financial Group
Missouri
$28K +$132 +1 +0.5%
AWM
1730
AllSquare Wealth Management
New York
$28K +$1.85K +14 +8%
RWG
1731
Regal Wealth Group
California
$27K – – –
GWSG
1732
GPS Wealth Strategies Group
Colorado
$27K +$25.8K +195 New
MWP
1733
Meridian Wealth Partners
Pennsylvania
$26K +$2.77K +21 +13%
AWMS
1734
Advocacy Wealth Management Services
Georgia
$25K – – –
POIA
1735
Pin Oak Investment Advisors
Texas
$25K – – –
SFP
1736
Sterling Financial Planning
New Jersey
$25K – – –
LAS
1737
Lloyd Advisory Services
Georgia
$24K -$2.77K -21 -11%
RTC
1738
Riverview Trust Company
Washington
$24K – – –
BWL
1739
Bogart Wealth LLC
Virginia
$24K +$4.1K +31 +22%
IFA
1740
Interactive Financial Advisors
Illinois
$21K – – –
TCWA
1741
Ten Capital Wealth Advisors
Washington
$20K -$36.3K -275 -65%
SWM
1742
Sugarloaf Wealth Management
Georgia
$19K +$132 +1 +0.7%
SGAM
1743
Smith Group Asset Management
Texas
$19K +$3.04K +23 +20%
SCA
1744
Stuart Chaussee & Associates
California
$19K +$4.76K +36 +36%
WCM
1745
Wealthcare Capital Management
Virginia
$19K +$17.4K +132 New
CWC
1746
Carolinas Wealth Consulting
North Carolina
$18K -$396 -3 -2%
RA
1747
Resolute Advisors
California
$18K +$24.4K +185 New
AFIA
1748
America First Investment Advisors
Nebraska
$17K – – –
RWM
1749
RBA Wealth Management
California
$17K +$15.9K +120 New
SSWG
1750
Seven Springs Wealth Group
Tennessee
$15K – – –
68 69
70
71 72