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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2151
CarsonAllaria Wealth Management
Illinois
$8.89K – – –
PA
2152
Pineridge Advisors
Missouri
$8.8K +$7.57K +47 New
FFA
2153
Frazier Financial Advisors
Ohio
$8.43K +$7.24K +45 New
DPW
2154
DiNuzzo Private Wealth
Pennsylvania
$8.06K +$6.92K +43 New
HCM
2155
Horrell Capital Management
Arkansas
$8K – – –
SHIM
2156
Stone House Investment Management
Pennsylvania
$7.9K – – –
HWM
2157
HighMark Wealth Management
Minnesota
$7.9K – – –
SWM
2158
Sugarloaf Wealth Management
Georgia
$7.87K – – –
RF
2159
Robinswood Financial
Washington
$7.68K – – –
GCM
2160
Gables Capital Management
Florida
$7.49K – – –
MFG
2161
Mendota Financial Group
Wisconsin
$7.49K – – –
NSG
2162
Nalls Sherbakoff Group
Tennessee
$7.12K – – –
FRA
2163
Frank Rimerman Advisors
California
$7.12K +$6.12K +38 New
HFM
2164
Harvest Fund Management
China
$7K – – –
ODG
2165
O'Dell Group
Ohio
$6.93K +$5.96K +37 New
TCCM
2166
Timber Creek Capital Management
Massachusetts
$6.56K -$2.42K -15 -30%
RTL
2167
Red Tortoise LLC
Georgia
$6K – – –
VWA
2168
Valued Wealth Advisors
Utah
$5.82K +$6.28K +39 New
CAM
2169
ClariVest Asset Management
California
$5.44K +$3.86K +24 +480%
FSWA
2170
Financial Synergies Wealth Advisors
Texas
$4.8K +$644 +4 +14%
TWD
2171
True Wealth Design
Ohio
$4.77K – – –
FUBT
2172
First United Bank & Trust
Maryland
$4.68K +$4.02K +25 New
GIM
2173
Gold Investment Management
Alberta, Canada
$4.68K +$4.02K +25 New
AP
2174
Atwood & Palmer
Missouri
$4.31K +$805 +5 +28%
MCM
2175
MidAtlantic Capital Management
Virginia
$4.12K +$3.54K +22 New
85 86
87
88 89