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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
2351
Winthrop Capital Management
Indiana
$62K – – –
AWM
2352
Abound Wealth Management
Tennessee
$60.8K +$13.2K +53 +31%
FG
2353
Fairman Group
Pennsylvania
$59.7K – – –
S
2354
Sachetta
Massachusetts
$59.4K +$3.49K +14 +7%
NC
2355
Nixon Capital
Texas
$59.1K – – –
AF
2356
Aviso Financial
Ontario, Canada
$58.6K +$21.2K +85 +65%
JFA
2357
JNBA Financial Advisors
Minnesota
$58K -$198K -795 -79%
BFPW
2358
BOK Financial Private Wealth
Colorado
$57.5K +$49.3K +198 +1,414%
TPW
2359
Talon Private Wealth
Florida
$56.7K +$52K +209 New
JGIA
2360
Jackson Grant Investment Advisers
Connecticut
$55.1K – – –
CIAS
2361
CBIZ Investment Advisory Services
Ohio
$54.2K – – –
CCC
2362
Chelsea Counsel Company
California
$54.2K – – –
SA
2363
SRH Advisors
Kansas
$54.2K – – –
TCG
2364
Transcendent Capital Group
Oklahoma
$54.2K – – –
AFS
2365
Annapolis Financial Services
Maryland
$54K – – –
IFS
2366
Intelligent Financial Strategies
Minnesota
$52.6K – – –
RTC
2367
Riverview Trust Company
Washington
$48.3K +$2.24K +9 +5%
CPA
2368
Capital Performance Advisors
California
$47.6K +$43.8K +176 New
MSWM
2369
Mowery & Schoenfeld Wealth Management
Illinois
$46.1K +$42.3K +170 New
FCG
2370
Financial Connections Group
California
$44K -$42.1K -169 -51%
WAM
2371
WFA Asset Management
Wisconsin
$43.9K – – –
TCM
2372
Tradewinds Capital Management
Washington
$42.9K – – –
AWM
2373
Activest Wealth Management
Florida
$42.6K -$152K -612 -80%
IUHSA
2374
Itau Unibanco Holding S.A.
Brazil
$38K +$34.9K +140 New
GWSG
2375
GPS Wealth Strategies Group
Colorado
$36.6K – – –
93 94
95
96 97