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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
LF
1851
Lee Financial
Texas
$87.6K +$6.37K +43 +8%
TFM
1852
TFC Financial Management
Massachusetts
$87.3K – – –
RWM
1853
Raffa Wealth Management
District of Columbia
$87.3K +$6.82K +46 +8%
FA
1854
Fortis Advisors
Pennsylvania
$86.9K – – –
ASBI
1855
American State Bank (Iowa)
Iowa
$84.2K – – –
BHWM
1856
Beaird Harris Wealth Management
Texas
$83.3K +$12.4K +84 +18%
PMFA
1857
Plante Moran Financial Advisors
Michigan
$83K +$8.74K +59 +12%
PA
1858
PSI Advisors
Florida
$82.9K -$7.56K -51 -8%
WCMN
1859
Westchester Capital Management (Nebraska)
Nebraska
$82.7K – – –
FFA
1860
Farther Finance Advisors
California
$80.9K +$81.2K +548 New
CAC
1861
Core Alternative Capital
Georgia
$80.7K +$11.3K +76 +16%
CWAF
1862
Core Wealth Advisors (Florida)
Florida
$79.9K +$6.52K +44 +9%
SGC
1863
Slocum, Gordon & Co
Rhode Island
$78.8K +$79K +533 New
HWMA
1864
Heritage Wealth Management (Arizona)
Arizona
$78.3K +$44K +297 +127%
CH
1865
Canton Hathaway
Rhode Island
$78K -$148K -1,000 -65%
DAC
1866
Dividend Assets Capital
South Carolina
$76K – – –
BWM
1867
Baystate Wealth Management
Massachusetts
$76K +$148 +1 +0.2%
NMG
1868
New Millennium Group
Utah
$74.8K – – –
ST
1869
Sageworth Trust
Pennsylvania
$74K – – –
BHWM
1870
Bay Harbor Wealth Management
Maryland
$73K -$148 -1 -0.2%
PP
1871
PrairieView Partners
Minnesota
$73K – – –
ETH
1872
Exos TFP Holdings
New York
$71.4K +$71.6K +483 New
CMBA
1873
C.M. Bidwell & Associates
Hawaii
$70.9K – – –
AA
1874
AlphaMark Advisors
Kentucky
$69K – – –
JAM
1875
JCIC Asset Management
Ontario, Canada
$69K – – –
73 74
75
76 77