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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
1926
Chesapeake Asset Management
New York
$30.4K – – –
JGIA
1927
Jackson Grant Investment Advisers
Connecticut
$30.3K – – –
GKIM
1928
GW&K Investment Management
Massachusetts
$30K +$1.15K +7 +4%
CCC
1929
Chelsea Counsel Company
California
$29.8K – – –
RCM
1930
Ravenstone Capital Management
$29.8K – – –
SA
1931
SRH Advisors
Kansas
$29.8K – – –
BCM
1932
BluePath Capital Management
Georgia
$28.5K +$31.2K +191 New
DAC
1933
Dividend Assets Capital
South Carolina
$28K – – –
GM
1934
GeoWealth Management
Illinois
$28K +$6.54K +40 +26%
CCA
1935
Column Capital Advisors
Indiana
$27.7K -$1.96K -12 -6%
SFG
1936
Steward Financial Group
Texas
$26K +$654 +4 +2%
AFS
1937
Annapolis Financial Services
Maryland
$25.2K – – –
POIA
1938
Pin Oak Investment Advisors
Texas
$25K -$36K -220 -57%
SFA
1939
Semmax Financial Advisors
North Carolina
$25K +$26.5K +162 New
AWM
1940
Abound Wealth Management
Tennessee
$24.5K +$5.56K +34 +26%
PA
1941
PSI Advisors
Florida
$23.9K – – –
RA
1942
Rise Advisors
New York
$23.8K -$164 -1 -0.6%
TSWM
1943
Tyler-Stone Wealth Management
Ohio
$23K – – –
AFG
1944
Albion Financial Group
Utah
$22.5K +$24.7K +151 New
TCM
1945
Tradewinds Capital Management
Washington
$22.4K – – –
GWSG
1946
GPS Wealth Strategies Group
Colorado
$20.1K +$5.72K +35 +35%
RWM
1947
Raffa Wealth Management
District of Columbia
$19.4K – – –
AIC
1948
Archer Investment Corporation
Indiana
$19.2K – – –
DFA
1949
DHJJ Financial Advisors
Illinois
$17.3K +$19K +116 New
BCA
1950
Bray Capital Advisors
Florida
$16.1K – – –
76 77
78
79 80