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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
RCM
1926
Ravenstone Capital Management
$29.6K -$6.67K -45 -18%
HI
1927
Hoey Investments
Pennsylvania
$29.6K – – –
TCCM
1928
Timber Creek Capital Management
Massachusetts
$29.6K – – –
CCC
1929
Chelsea Counsel Company
California
$29.6K +$29.6K +200 New
CMA
1930
Cedar Mountain Advisors
Oregon
$29.4K – – –
JGIA
1931
Jackson Grant Investment Advisers
Connecticut
$28.1K – – –
FPB
1932
First PREMIER Bank
South Dakota
$27K – – –
WHG
1933
Westwood Holdings Group
Texas
$26K +$25.9K +175 New
AFS
1934
Annapolis Financial Services
Maryland
$25.1K – – –
GM
1935
GeoWealth Management
Illinois
$25K -$2.81K -19 -10%
EC
1936
Elequin Capital
New York
$24.8K +$24.9K +168 New
MIM
1937
Macroview Investment Management
Maryland
$24.8K +$24.9K +168 New
TFP
1938
Tilia Fiduciary Partners
North Carolina
$24.5K – – –
AA
1939
Addison Advisors
Vermont
$24.4K -$5.19K -35 -18%
RA
1940
Rise Advisors
New York
$23.4K +$148 +1 +0.6%
TSWM
1941
Tyler-Stone Wealth Management
Ohio
$23K – – –
JFGIW
1942
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$22.8K -$8.15K -55 -26%
IFA
1943
Interactive Financial Advisors
Illinois
$22.2K – – –
TCM
1944
Tradewinds Capital Management
Washington
$22.2K – – –
PCTC
1945
Perkins Coie Trust Company
Washington
$22.2K – – –
CQS
1946
Credential Qtrade Securities
$21.1K -$4.3K -29 -17%
SWM
1947
Sugarloaf Wealth Management
Georgia
$20.3K -$148 -1 -0.7%
OWA
1948
One Wealth Advisors
California
$19.9K +$20K +135 New
BBPWM
1949
Blue Bell Private Wealth Management
Pennsylvania
$19.4K – – –
MUMSS
1950
Mitsubishi UFJ Morgan Stanley Securities
Japan
$19K -$19.3K -130 -50%
76 77
78
79 80