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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
GFL
1951
Granite FO LLC
New Hampshire
$18K +$16.9K +114 New
AF
1952
Affiance Financial
Minnesota
$17.7K +$17.8K +120 New
FCA
1953
Fortis Capital Advisors
Kansas
$17.7K +$17.8K +120 New
LFA
1954
Level Financial Advisors
New York
$16K – – –
BCA
1955
Bray Capital Advisors
Florida
$16K – – –
FA
1956
Fiduciary Alliance
South Carolina
$15.7K +$15.7K +106 New
CWM
1957
Cranbrook Wealth Management
Michigan
$15.5K -$3.7K -25 -19%
VWM
1958
Valley Wealth Managers
New Jersey
$15.5K – – –
IHWM
1959
Iron Horse Wealth Management
Iowa
$15K – – –
WAS
1960
Winch Advisory Services
Wisconsin
$15K – – –
HB
1961
Horizon Bancorp
Indiana
$15K +$14.8K +100 New
SFG
1962
Steward Financial Group
Texas
$15K +$15.3K +103 New
FGAM
1963
Financial Gravity Asset Management
Texas
$14.8K -$398K -2,687 -95%
OLVIG
1964
Oliver Lagore Vanvalin Investment Group
Michigan
$13.7K +$7.11K +48 +107%
CAS
1965
Coppell Advisory Solutions
Texas
$13.3K +$13.3K +90 New
CASC
1966
Coppell Advisory Solutions Corp
Texas
$13.3K +$13.3K +90 New
FWA
1967
Freedom Wealth Alliance
Wisconsin
$12.9K +$12.9K +87 New
BCMLT
1968
Beacon Capital Management LLC (Tennessee)
Tennessee
$12.8K -$29K -196 -70%
CCM
1969
Cribstone Capital Management
Maine
$12.7K +$12.7K +86 New
DWMG
1970
DB Wealth Management Group
California
$11.5K – – –
AWM
1971
Abound Wealth Management
Tennessee
$9.47K +$3.85K +26 +68%
HNWAG
1972
High Net Worth Advisory Group
Florida
$8.87K – – –
JWM
1973
Janiczek Wealth Management
Colorado
$8.55K – – –
SIC
1974
SJS Investment Consulting
Ohio
$8.27K +$4.89K +33 +143%
PPC
1975
Park Place Capital
Alabama
$8K +$8.3K +56 New
77 78
79
80 81