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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
TF
1901
TimeScale Financial
Massachusetts
$105K +$37.7K +227 +56%
SL
1902
Savior LLC
Massachusetts
$103K – – –
PCM
1903
Pointe Capital Management
Michigan
$102K +$103K +619 New
FFC
1904
First Financial Corp
Indiana
$100K -$52.3K -315 -34%
RWM
1905
Raffa Wealth Management
District of Columbia
$99.8K +$2.32K +14 +2%
CM
1906
Capula Management
Cayman Islands
$99.3K +$99.9K +602 New
MIA
1907
Milestone Investment Advisors
Wisconsin
$99K +$99.5K +600 New
TFM
1908
TFC Financial Management
Massachusetts
$98.8K +$1.33K +8 +1%
FA
1909
Fortis Advisors
Pennsylvania
$97K – – –
BWM
1910
Baystate Wealth Management
Massachusetts
$96.5K +$11.6K +70 +14%
SIS
1911
Strategic Investment Solutions
Illinois
$95K +$95.6K +576 New
ASBI
1912
American State Bank (Iowa)
Iowa
$94K – – –
WCMN
1913
Westchester Capital Management (Nebraska)
Nebraska
$92.4K – – –
AW
1914
Avion Wealth
Texas
$91K -$11.4K -69 -10%
CIA
1915
Cape Investment Advisory
Georgia
$90.8K +$91.2K +550 New
FMII
1916
Farmers & Merchants Investments Inc
Nebraska
$90.4K -$532K -3,209 -85%
WPA
1917
West Paces Advisors
Georgia
$89.4K +$24.9K +150 +38%
CWAF
1918
Core Wealth Advisors (Florida)
Florida
$89.2K – – –
SGC
1919
Slocum, Gordon & Co
Rhode Island
$87.9K – – –
CH
1920
Canton Hathaway
Rhode Island
$87K – – –
PP
1921
PrairieView Partners
Minnesota
$85K +$2.65K +16 +3%
NMG
1922
New Millennium Group
Utah
$83.5K – – –
NHT
1923
New Hampshire Trust
New Hampshire
$82.5K -$29K -175 -26%
ST
1924
Sageworth Trust
Pennsylvania
$82.5K – – –
BHWM
1925
Beaird Harris Wealth Management
Texas
$79.2K -$13.9K -84 -15%
75 76
77
78 79