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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
PS
2051
Planned Solutions
California
$60.7K +$52.2K +324 New
PWMG
2052
Private Wealth Management Group
New Jersey
$60.1K +$51.7K +321 New
CCA
2053
Criterion Capital Advisors
Tennessee
$59.9K +$51.5K +320 New
T
2054
Tidemark
California
$59K +$50.7K +315 New
VAMG
2055
Voisard Asset Management Group
Michigan
$57.1K +$49.1K +305 New
EC
2056
EntryPoint Capital
New York
$56.6K +$48.6K +302 New
NMM
2057
Naples Money Management
Florida
$56.3K +$48.5K +301 New
LF
2058
Lee Financial
Texas
$56.2K -$10.1K -63 -17%
FIM
2059
FWL Investment Management
Texas
$56.2K – – –
RAM
2060
Riggs Asset Management
Pennsylvania
$56.2K – – –
AWM
2061
AllSquare Wealth Management
New York
$55.5K – – –
C
2062
Covestor
United Kingdom
$55K -$966 -6 -2%
RDFA
2063
Ritter Daniher Financial Advisory
Ohio
$54.9K -$5.15K -32 -10%
CMP
2064
Coston McIsaac & Partners
Maine
$52K – – –
RFS
2065
Richardson Financial Services
Massachusetts
$51.3K +$44.1K +274 New
GWSA
2066
Global Wealth Strategies & Associates
Colorado
$51K – – –
WAG
2067
Wiser Advisor Group
Arizona
$48.7K +$41.9K +260 New
SC
2068
Stephens Consulting
Michigan
$48.3K – – –
HC
2069
Hoese & Co
Minnesota
$47.8K – – –
IFAM
2070
Institutional & Family Asset Management
Colorado
$47.1K – – –
AIMA
2071
Ables Iannone Moore & Associates
Georgia
$46.8K +$40.2K +250 New
CHA
2072
Carmichael Hill & Associates
Maryland
$46.6K +$4.35K +27 +12%
FWM
2073
FSA Wealth Management
Massachusetts
$46K +$39.1K +243 New
ACA
2074
Atlas Capital Advisors
Wyoming
$43.8K – – –
OA
2075
Operose Advisors
Wisconsin
$43.6K -$6.76K -42 -15%
81 82
83
84 85