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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
2276
HighMark Wealth Management
Minnesota
$9.63K – – –
SWM
2277
Sugarloaf Wealth Management
Georgia
$9.56K – – –
VWA
2278
Valued Wealth Advisors
Utah
$9.36K +$415 +2 +5%
CWC
2279
Carolinas Wealth Consulting
North Carolina
$9.34K -$1.87K -9 -18%
RF
2280
Robinswood Financial
Washington
$9.33K – – –
GCM
2281
Gables Capital Management
Florida
$9.11K – – –
MFG
2282
Mendota Financial Group
Wisconsin
$9.11K – – –
CAM
2283
ClariVest Asset Management
California
$9.11K +$2.28K +11 +38%
FRA
2284
Frank Rimerman Advisors
California
$8.65K – – –
TCCM
2285
Timber Creek Capital Management
Massachusetts
$7.97K – – –
GIM
2286
Gold Investment Management
Alberta, Canada
$7.51K +$1.66K +8 +32%
RTL
2287
Red Tortoise LLC
Georgia
$7.29K – – –
HI
2288
Hoey Investments
Pennsylvania
$6.83K -$20.7K -100 -77%
AFWM
2289
Abich Financial Wealth Management
Virginia
$6.83K -$9.12K -44 -59%
FSWA
2290
Financial Synergies Wealth Advisors
Texas
$6.49K -$829 -4 -12%
TFGT
2291
TS Financial Group (TSFG)
Illinois
$6K -$3.73K -18 -39%
TFA
2292
Transamerica Financial Advisors
Florida
$6K +$4.77K +23 New
TWD
2293
True Wealth Design
Ohio
$5.8K – – –
FUBT
2294
First United Bank & Trust
Maryland
$5.69K – – –
MCM
2295
MidAtlantic Capital Management
Virginia
$5.01K – – –
OAJ
2296
Ogorek Anthony Joseph
New York
$5K – – –
WAS
2297
Winch Advisory Services
Wisconsin
$4.61K -$9.54K -46 -70%
IA
2298
IFS Advisors
Kansas
$4.55K – – –
CMA
2299
Cedar Mountain Advisors
Oregon
$4.1K +$415 +2 +13%
PA
2300
Pineridge Advisors
Missouri
$3.87K -$6.22K -30 -64%
90 91
92
93 94