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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
1951
Level Financial Advisors
New York
$15.7K – – –
VWM
1952
Valley Wealth Managers
New Jersey
$15.7K – – –
BCMLT
1953
Beacon Capital Management LLC (Tennessee)
Tennessee
$15.1K – – –
WAS
1954
Winch Advisory Services
Wisconsin
$15K – – –
IHWM
1955
Iron Horse Wealth Management
Iowa
$14.9K – – –
SCA
1956
Stuart Chaussee & Associates
California
$14.9K – – –
NA
1957
Nordwand Advisors
Pennsylvania
$13.4K +$14.7K +90 New
CAS
1958
Coppell Advisory Solutions
Texas
$13.3K -$83.9K -513 -85%
DWMG
1959
DB Wealth Management Group
California
$11.6K – – –
FRA
1960
Front Row Advisors
California
$10K +$11K +67 New
BWP
1961
Baldwin Wealth Partners
Massachusetts
$9.85K – – –
SIC
1962
SJS Investment Consulting
Ohio
$9.1K +$1.64K +10 +20%
TFGT
1963
TS Financial Group (TSFG)
Illinois
$9K – – –
AWM
1964
Activest Wealth Management
Florida
$8.36K – – –
JWM
1965
Janiczek Wealth Management
Colorado
$7.91K – – –
ACM
1966
Antonetti Capital Management
Florida
$7.46K – – –
RG
1967
Retirement Group
California
$7.46K – – –
TCCM
1968
Timber Creek Capital Management
Massachusetts
$7.46K -$8.18K -50 -50%
CWM
1969
CarsonAllaria Wealth Management
Illinois
$7.05K +$7.69K +47 New
HCM
1970
Highlander Capital Management
New Jersey
$7K -$49.1K -300 -86%
HCM
1971
Horrell Capital Management
Arkansas
$7K – – –
SHIM
1972
Stone House Investment Management
Pennsylvania
$6.27K – – –
HWM
1973
HighMark Wealth Management
Minnesota
$6.27K – – –
SWM
1974
Sugarloaf Wealth Management
Georgia
$6.27K – – –
RF
1975
Robinswood Financial
Washington
$6.12K – – –
77 78
79
80 81