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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
1876
Baldwin Wealth Partners
Massachusetts
$15K +$12.6K +83 +296%
FGAM
1877
Financial Gravity Asset Management
Texas
$14.1K -$434K -2,864 -50%
LFA
1878
Level Financial Advisors
New York
$14K – – –
VWM
1879
Valley Wealth Managers
New Jersey
$14K – – –
IHWM
1880
Iron Horse Wealth Management
Iowa
$13K – – –
WAS
1881
Winch Advisory Services
Wisconsin
$13K – – –
DWMG
1882
DB Wealth Management Group
California
$11K – – –
OSNBOA
1883
Old Second National Bank of Aurora
Illinois
$9K – – –
HNWAG
1884
High Net Worth Advisory Group
Florida
$8K -$15.1K -100 -63%
JWM
1885
Janiczek Wealth Management
Colorado
$8K – – –
ACM
1886
Antonetti Capital Management
Florida
$7K – – –
PPWM
1887
PFG Private Wealth Management
Florida
$7K – – –
PI
1888
PFS Investments
Georgia
$6.43K +$226K +1,490 +3%
DBG
1889
De Burlo Group
Massachusetts
$6.07K +$6.81K +45 New
HCM
1890
Horrell Capital Management
Arkansas
$6K – – –
TFGT
1891
TS Financial Group (TSFG)
Illinois
$6K – – –
OLVIG
1892
Oliver Lagore Vanvalin Investment Group
Michigan
$6K +$5.3K +35 +350%
AWM
1893
Abound Wealth Management
Tennessee
$5.13K +$5.75K +38 New
CWC
1894
Carolinas Wealth Consulting
North Carolina
$5K – – –
MS
1895
Mizuho Securities
Japan
$5K +$151 +1 +3%
HF
1896
Halpern Financial
Virginia
$4.45K -$454 -3 -8%
MOS
1897
MGO One Seven
Ohio
$4.25K +$11.8K +78 +1%
DI
1898
Disciplined Investments
Oklahoma
$4K -$3.94K -26 -47%
GCM
1899
Gables Capital Management
Florida
$4K – – –
IWP
1900
IAG Wealth Partners
Wisconsin
$4K – – –
74 75
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