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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2251
Cedar Wealth Management
California
$20.3K +$18.5K +89 New
JWM
2252
Janiczek Wealth Management
Colorado
$20K – – –
RL
2253
Rogco LP
Oklahoma
$18.7K -$21.8K -105 -56%
PP
2254
PFS Partners
New Jersey
$17.1K – – –
ACA
2255
American Capital Advisory
Idaho
$16.6K – – –
CWM
2256
Cranbrook Wealth Management
Michigan
$14.3K -$8.71K -42 -40%
DF
2257
Dunhill Financial
United Kingdom
$13.9K +$1.66K +8 +15%
FFA
2258
Frazier Financial Advisors
Ohio
$13.2K +$2.7K +13 +29%
WIA
2259
Wetzel Investment Advisors
Indiana
$13.1K – – –
SIC
2260
SJS Investment Consulting
Ohio
$13K -$207 -1 -2%
AWM
2261
Activest Wealth Management
Florida
$12.8K +$11.6K +56 New
AP
2262
Atwood & Palmer
Missouri
$11.8K +$6.01K +29 +126%
RG
2263
Retirement Group
California
$11.4K – – –
ETS
2264
ESL Trust Services
New York
$11.4K +$10.4K +50 New
CWM
2265
CarsonAllaria Wealth Management
Illinois
$10.8K – – –
FGAM
2266
Financial Gravity Asset Management
Texas
$10.8K +$3.73K +18 +58%
RWA
2267
Redmont Wealth Advisors
Illinois
$10.7K +$9.75K +47 New
DPW
2268
DiNuzzo Private Wealth
Pennsylvania
$10K +$207 +1 +2%
HCM
2269
Horrell Capital Management
Arkansas
$10K – – –
SHIM
2270
Stone House Investment Management
Pennsylvania
$9.63K – – –
HWM
2271
HighMark Wealth Management
Minnesota
$9.63K – – –
SWM
2272
Sugarloaf Wealth Management
Georgia
$9.56K – – –
WF
2273
WoodTrust Financial
Wisconsin
$9.39K -$137K -663 -2%
VWA
2274
Valued Wealth Advisors
Utah
$9.36K +$415 +2 +5%
CWC
2275
Carolinas Wealth Consulting
North Carolina
$9.34K -$1.87K -9 -18%
89 90
91
92 93