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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
TFM
1901
TFC Financial Management
Massachusetts
$105K +$807 +5 +0.8%
CAS
1902
Coppell Advisory Solutions
Texas
$104K +$97.3K +603 New
HFS
1903
Hantz Financial Services
Michigan
$103K -$139K -864 -59%
WP
1904
WealthPLAN Partners
Nebraska
$101K -$16.1K -100 -15%
OP
1905
ORG Partners
Indiana
$100K +$92.8K +575 New
ASBI
1906
American State Bank (Iowa)
Iowa
$99.3K – – –
WCMN
1907
Westchester Capital Management (Nebraska)
Nebraska
$97.6K – – –
CIA
1908
Cape Investment Advisory
Georgia
$96K +$161 +1 +0.2%
FA
1909
Fiduciary Alliance
South Carolina
$94.4K +$87.5K +542 New
CWAF
1910
Core Wealth Advisors (Florida)
Florida
$94.2K – – –
SGC
1911
Slocum, Gordon & Co
Rhode Island
$92.8K – – –
CH
1912
Canton Hathaway
Rhode Island
$92K – – –
BAM
1913
Bosun Asset Management
Illinois
$91K +$84.2K +522 New
RFA
1914
Register Financial Advisors
Georgia
$90.1K +$24.8K +154 +42%
IGWM
1915
ICA Group Wealth Management
Colorado
$90.1K +$25K +155 +43%
PP
1916
PrairieView Partners
Minnesota
$89K – – –
GFL
1917
Granite FO LLC
New Hampshire
$88.5K +$48.4K +300 +144%
NMG
1918
New Millennium Group
Utah
$88.1K – – –
WPA
1919
West Paces Advisors
Georgia
$86.6K -$7.26K -45 -8%
BHWM
1920
Beaird Harris Wealth Management
Texas
$83.7K +$161 +1 +0.2%
AA
1921
AlphaMark Advisors
Kentucky
$82K – – –
BWL
1922
Bogart Wealth LLC
Virginia
$81.9K +$2.42K +15 +3%
JAM
1923
JCIC Asset Management
Ontario, Canada
$81.9K – – –
CSWM
1924
Cassady Schiller Wealth Management
Ohio
$78.6K – – –
PCFFS
1925
Pacific Center for Financial Services
California
$78.4K – – –
75 76
77
78 79