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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
2301
Frazier Financial Advisors
Ohio
$13.4K – – –
SIC
2302
SJS Investment Consulting
Ohio
$13K -$232 -1 -2%
VWA
2303
Valued Wealth Advisors
Utah
$12.1K +$2.55K +11 +27%
ETS
2304
ESL Trust Services
New York
$11.6K – – –
DPW
2305
DiNuzzo Private Wealth
Pennsylvania
$11.6K +$1.39K +6 +14%
CWM
2306
CarsonAllaria Wealth Management
Illinois
$11.1K – – –
RWA
2307
Redmont Wealth Advisors
Illinois
$10.9K – – –
PP
2308
Pacifica Partners
Canada
$10.6K -$28.9K -125 -74%
NAAA
2309
New Age Alpha Advisors
New York
$10.2K +$10.2K +44 New
HCM
2310
Horrell Capital Management
Arkansas
$10K – – –
HWM
2311
HighMark Wealth Management
Minnesota
$9.82K – – –
SHIM
2312
Stone House Investment Management
Pennsylvania
$9.8K – – –
SWM
2313
Sugarloaf Wealth Management
Georgia
$9.72K – – –
RF
2314
Robinswood Financial
Washington
$9.49K – – –
CWC
2315
Carolinas Wealth Consulting
North Carolina
$9.26K -$232 -1 -2%
FW
2316
Fairway Wealth
Ohio
$9.03K +$9.03K +39 New
DCM
2317
Davis Capital Management
Florida
$8.88K +$5.79K +25 +192%
EC
2318
Elequin Capital
New York
$8.8K +$8.8K +38 New
TWP
2319
Triad Wealth Partners
Kansas
$8.35K +$8.34K +36 New
TCCM
2320
Timber Creek Capital Management
Massachusetts
$8.1K – – –
BWP
2321
Baldwin Wealth Partners
Massachusetts
$8.1K +$6.25K +27 +338%
DMIC
2322
Dixon Mitchell Investment Counsel
British Columbia, Canada
$8.1K +$8.11K +35 New
GIM
2323
Gold Investment Management
Alberta, Canada
$7.64K – – –
SFC
2324
Strategic Financial Concepts
Texas
$7.42K +$7.41K +32 New
RTL
2325
Red Tortoise LLC
Georgia
$7.41K – – –
91 92
93
94 95