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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
BIA
2201
Bell Investment Advisors
California
$85.4K +$2.32K +10 +3%
VAMG
2202
Voisard Asset Management Group
Michigan
$82.2K – – –
CAC
2203
Core Alternative Capital
Georgia
$79.7K – – –
SP
2204
SWS Partners
Ohio
$77.2K +$77.1K +333 New
FCG
2205
Financial Connections Group
California
$77K – – –
HCM
2206
Hollencrest Capital Management
California
$75.7K – – –
GA
2207
GoalVest Advisory
New York
$75.5K – – –
PWMG
2208
Private Wealth Management Group
New Jersey
$74.6K +$232 +1 +0.3%
CCA
2209
Criterion Capital Advisors
Tennessee
$74.1K – – –
MS
2210
Mizuho Securities
Japan
$74.1K +$74.1K +320 New
NCM
2211
Northwest Capital Management
Oregon
$72.5K -$133K -575 -65%
NMM
2212
Naples Money Management
Florida
$70.3K – – –
OPTFSNA
2213
Old Point Trust & Financial Services N A
Virginia
$69.9K – – –
FIM
2214
FWL Investment Management
Texas
$69.5K – – –
WOSD
2215
WFA of San Diego
California
$69.2K +$69.2K +299 New
SC
2216
Stephens Consulting
Michigan
$68.3K +$8.57K +37 +14%
RDFA
2217
Ritter Daniher Financial Advisory
Ohio
$67.8K – – –
HC
2218
Hoese & Co
Minnesota
$67.2K – – –
FNWA
2219
Financial Network Wealth Advisors
Utah
$67.2K +$67.2K +290 New
RFS
2220
Richardson Financial Services
Massachusetts
$65.3K – – –
MWA
2221
MFA Wealth Advisors
Pennsylvania
$65.1K +$65.1K +281 New
CMP
2222
Coston McIsaac & Partners
Maine
$64K – – –
BHWM
2223
Beaird Harris Wealth Management
Texas
$63.2K -$53.7K -232 -46%
GWSA
2224
Global Wealth Strategies & Associates
Colorado
$63K – – –
AWM
2225
AllSquare Wealth Management
New York
$62.8K – – –
87 88
89
90 91