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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
GEA
1951
Glen Eagle Advisors
New Jersey
$18K +$12.3K +72 +189%
LFA
1952
Level Financial Advisors
New York
$17K +$17.9K +105 New
IHWM
1953
Iron Horse Wealth Management
Iowa
$16K – – –
WAS
1954
Winch Advisory Services
Wisconsin
$16K +$171 +1 +1%
POIA
1955
Pin Oak Investment Advisors
Texas
$15K – – –
TC
1956
TAP Consulting
Missouri
$15K +$16K +94 New
WFS
1957
Widmann Financial Services
Maryland
$15K +$16.2K +95 New
RI
1958
Rinkey Investments
California
$14K +$13.8K +81 New
DWMG
1959
DB Wealth Management Group
California
$13K – – –
FGAM
1960
Financial Gravity Asset Management
Texas
$12.9K +$769K +4,511 +5,569%
AW
1961
Alaethes Wealth
Nevada
$11K – – –
CP
1962
Corbenic Partners
Pennsylvania
$11K – – –
TFP
1963
Tilia Fiduciary Partners
North Carolina
$11K +$11.3K +66 New
BBHC
1964
Brown Brothers Harriman & Co
New York
$10.1K +$416K +2,442 +4%
SAM
1965
Strategic Asset Management
Minnesota
$10K +$10.6K +62 New
DFCM
1966
Dark Forest Capital Management
Puerto Rico
$10K +$10.9K +64 New
AWM
1967
Activest Wealth Management
Florida
$9K – – –
PPWM
1968
PFG Private Wealth Management
Florida
$9K – – –
AA
1969
Addison Advisors
Vermont
$9K +$8.36K +49 +613%
HFA
1970
HC Financial Advisors
California
$8K – – –
OSNBOA
1971
Old Second National Bank of Aurora
Illinois
$8K – – –
RG
1972
Retirement Group
California
$8K – – –
CWAF
1973
Core Wealth Advisors (Florida)
Florida
$7K -$1.08M -6,307 -99%
HCM
1974
Horrell Capital Management
Arkansas
$7K – – –
TFGT
1975
TS Financial Group (TSFG)
Illinois
$7K +$4.6K +27 +193%
77 78
79
80 81