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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
CPG
2101
Custom Portfolio Group
Colorado
$29.2K +$25.1K +156 New
TSWM
2102
Tyler-Stone Wealth Management
Ohio
$29K – – –
BWP
2103
Baldwin Wealth Partners
Massachusetts
$29K +$14.3K +89 +135%
PP
2104
Pacifica Partners
Canada
$29K +$27.4K +170 New
VWWMG
2105
Vermillion & White Wealth Management Group
Pennsylvania
$28.9K +$24.8K +154 New
S
2106
Sachetta
Massachusetts
$28.7K +$24.6K +153 New
TCM
2107
Tradewinds Capital Management
Washington
$28.1K – – –
BWM
2108
BKM Wealth Management
Wisconsin
$28.1K +$24.1K +150 New
TVAMP
2109
Tennessee Valley Asset Management Partners
Tennessee
$28K +$24.1K +150 New
RFA
2110
Resurgent Financial Advisors
Georgia
$27.2K +$23.3K +145 New
RFG
2111
REAP Financial Group
Texas
$27K +$23.2K +144 New
CQS
2112
Credential Qtrade Securities
$26.8K -$25.8K -160 -53%
GWSG
2113
GPS Wealth Strategies Group
Colorado
$25.3K – – –
SA
2114
Scarborough Advisors
Maryland
$24.8K +$21.2K +132 New
HI
2115
Hoey Investments
Pennsylvania
$24.4K -$16.1K -100 -43%
RWM
2116
Raffa Wealth Management
District of Columbia
$24.4K – – –
AIC
2117
Archer Investment Corporation
Indiana
$24.2K – – –
CH
2118
Canton Hathaway
Rhode Island
$24K -$64.4K -400 -75%
NA
2119
Nordwand Advisors
Pennsylvania
$23.8K +$5.96K +37 +41%
RS
2120
Rakuten Securities
Japan
$23.6K +$20.3K +126 New
DFA
2121
DHJJ Financial Advisors
Illinois
$21.7K – – –
BCA
2122
Bray Capital Advisors
Florida
$20.2K – – –
CWM
2123
Cranbrook Wealth Management
Michigan
$19.7K – – –
LFA
2124
Level Financial Advisors
New York
$19.7K – – –
VWM
2125
Valley Wealth Managers
New Jersey
$19.7K – – –
83 84
85
86 87