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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1876
Sugarloaf Wealth Management
Georgia
$19K +$151 +1 +0.7%
CWM
1877
Cranbrook Wealth Management
Michigan
$18K -$19.1K -126 -49%
BBPWM
1878
Blue Bell Private Wealth Management
Pennsylvania
$18K – – –
AFIA
1879
America First Investment Advisors
Nebraska
$16K – – –
GWSG
1880
GPS Wealth Strategies Group
Colorado
$16K +$17.6K +116 New
BCA
1881
Bray Capital Advisors
Florida
$15K – – –
BWP
1882
Baldwin Wealth Partners
Massachusetts
$15K +$12.6K +83 +296%
LFA
1883
Level Financial Advisors
New York
$14K – – –
VWM
1884
Valley Wealth Managers
New Jersey
$14K – – –
IHWM
1885
Iron Horse Wealth Management
Iowa
$13K – – –
WAS
1886
Winch Advisory Services
Wisconsin
$13K – – –
DWMG
1887
DB Wealth Management Group
California
$11K – – –
OSNBOA
1888
Old Second National Bank of Aurora
Illinois
$9K – – –
HNWAG
1889
High Net Worth Advisory Group
Florida
$8K -$15.1K -100 -63%
JWM
1890
Janiczek Wealth Management
Colorado
$8K – – –
ACM
1891
Antonetti Capital Management
Florida
$7K – – –
PPWM
1892
PFG Private Wealth Management
Florida
$7K – – –
DBG
1893
De Burlo Group
Massachusetts
$6.07K +$6.81K +45 New
HCM
1894
Horrell Capital Management
Arkansas
$6K – – –
TFGT
1895
TS Financial Group (TSFG)
Illinois
$6K – – –
OLVIG
1896
Oliver Lagore Vanvalin Investment Group
Michigan
$6K +$5.3K +35 +350%
AWM
1897
Abound Wealth Management
Tennessee
$5.13K +$5.75K +38 New
CWC
1898
Carolinas Wealth Consulting
North Carolina
$5K – – –
MS
1899
Mizuho Securities
Japan
$5K +$151 +1 +3%
HF
1900
Halpern Financial
Virginia
$4.45K -$454 -3 -8%
74 75
76
77 78