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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
2351
Aviso Financial
Ontario, Canada
$58.6K +$21.2K +85 +65%
JFA
2352
JNBA Financial Advisors
Minnesota
$58K -$198K -795 -79%
BFPW
2353
BOK Financial Private Wealth
Colorado
$57.5K +$49.3K +198 +1,414%
TPW
2354
Talon Private Wealth
Florida
$56.7K +$52K +209 New
JGIA
2355
Jackson Grant Investment Advisers
Connecticut
$55.1K – – –
CIAS
2356
CBIZ Investment Advisory Services
Ohio
$54.2K – – –
CCC
2357
Chelsea Counsel Company
California
$54.2K – – –
SA
2358
SRH Advisors
Kansas
$54.2K – – –
TCG
2359
Transcendent Capital Group
Oklahoma
$54.2K – – –
AFS
2360
Annapolis Financial Services
Maryland
$54K – – –
IFS
2361
Intelligent Financial Strategies
Minnesota
$52.6K – – –
RTC
2362
Riverview Trust Company
Washington
$48.3K +$2.24K +9 +5%
CPA
2363
Capital Performance Advisors
California
$47.6K +$43.8K +176 New
MSWM
2364
Mowery & Schoenfeld Wealth Management
Illinois
$46.1K +$42.3K +170 New
FCG
2365
Financial Connections Group
California
$44K -$42.1K -169 -51%
WAM
2366
WFA Asset Management
Wisconsin
$43.9K – – –
TCM
2367
Tradewinds Capital Management
Washington
$42.9K – – –
AWM
2368
Activest Wealth Management
Florida
$42.6K -$152K -612 -80%
WOC
2369
West Oak Capital
California
$38.7K -$94.6K -380 -3%
IUHSA
2370
Itau Unibanco Holding S.A.
Brazil
$38K +$34.9K +140 New
GWSG
2371
GPS Wealth Strategies Group
Colorado
$36.6K – – –
NA
2372
Nordwand Advisors
Pennsylvania
$36.6K – – –
MSG
2373
Main Street Group
Virginia
$35.4K -$249 -1 -0.8%
PCMC
2374
Planning Capital Management Corporation
Pennsylvania
$35.3K -$75.7K -304 -70%
RWM
2375
Raffa Wealth Management
District of Columbia
$35.3K – – –
93 94
95
96 97