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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
AFS
1901
Annapolis Financial Services
Maryland
$24K +$165 +1 +0.6%
TFP
1902
Tilia Fiduciary Partners
North Carolina
$23K – – –
HNWAG
1903
High Net Worth Advisory Group
Florida
$22K -$11.2K -68 -30%
RA
1904
Rise Advisors
New York
$22K +$165 +1 +0.6%
TCM
1905
Tradewinds Capital Management
Washington
$21K -$92.2K -558 -79%
GM
1906
GeoWealth Management
Illinois
$21K -$8.75K -53 -25%
IFA
1907
Interactive Financial Advisors
Illinois
$21K – – –
PCTC
1908
Perkins Coie Trust Company
Washington
$21K – – –
TSWM
1909
Tyler-Stone Wealth Management
Ohio
$21K – – –
JPLA
1910
Joseph P. Lucia & Associates
New York
$20K -$23.5K -142 -49%
CAL
1911
Capital Advisors Ltd
Ohio
$20K -$1.82K -11 -7%
CQS
1912
Credential Qtrade Securities
$19.8K -$353K -2,135 -94%
SWM
1913
Sugarloaf Wealth Management
Georgia
$19K – – –
ETI
1914
Enterprise Trust & Investment
California
$19K +$22.5K +136 New
AWMS
1915
Advocacy Wealth Management Services
Georgia
$18K -$5.12K -31 -19%
BBPWM
1916
Blue Bell Private Wealth Management
Pennsylvania
$18K -$2.48K -15 -10%
AFIA
1917
America First Investment Advisors
Nebraska
$17K – – –
VWM
1918
Valley Wealth Managers
New Jersey
$15K -$289K -1,750 -94%
BCA
1919
Bray Capital Advisors
Florida
$15K – – –
LFA
1920
Level Financial Advisors
New York
$15K – – –
FGAM
1921
Financial Gravity Asset Management
Texas
$14.4K -$325K -1,968 -26%
BA
1922
Bivin & Associates
Oklahoma
$14K -$4.29K -26 -21%
IHWM
1923
Iron Horse Wealth Management
Iowa
$14K – – –
WAS
1924
Winch Advisory Services
Wisconsin
$14K +$3.8K +23 +31%
GKIM
1925
GW&K Investment Management
Massachusetts
$12K +$5.29K +32 +63%
75 76
77
78 79