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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2401
Cedar Wealth Management
California
$24.1K – – –
TCM
2402
TruNorth Capital Management
Michigan
$24.1K +$5.48K +22 +33%
GCGDR
2403
Geo Capital Gestora de Recursos
Brazil
$21K – – –
PP
2404
PFS Partners
New Jersey
$20.3K – – –
DF
2405
Dunhill Financial
United Kingdom
$17.1K +$249 +1 +2%
CWM
2406
Cranbrook Wealth Management
Michigan
$17.1K – – –
RL
2407
Rogco LP
Oklahoma
$16.3K – – –
VWA
2408
Valued Wealth Advisors
Utah
$14.9K +$747 +3 +6%
SIC
2409
SJS Investment Consulting
Ohio
$14.9K -$249 -1 -2%
LIS
2410
Legacy Investment Solutions
Idaho
$14.4K +$12.4K +50 New
LWMI
2411
Legacy Wealth Management (Idaho)
Idaho
$14.4K +$12.4K +50 New
DPW
2412
DiNuzzo Private Wealth
Pennsylvania
$13.6K – – –
ETS
2413
ESL Trust Services
New York
$13.6K – – –
CWM
2414
CarsonAllaria Wealth Management
Illinois
$13K – – –
RWA
2415
Redmont Wealth Advisors
Illinois
$12.7K – – –
PP
2416
Pacifica Partners
Canada
$12.2K – – –
CWC
2417
Carolinas Wealth Consulting
North Carolina
$12.2K +$1.25K +5 +13%
HCM
2418
Horrell Capital Management
Arkansas
$12K – – –
NAAA
2419
New Age Alpha Advisors
New York
$11.9K – – –
CWA
2420
Carolina Wealth Advisors
South Carolina
$11.9K +$6.97K +28 +175%
HWM
2421
HighMark Wealth Management
Minnesota
$11.5K +$249 +1 +2%
SHIM
2422
Stone House Investment Management
Pennsylvania
$11.5K – – –
SWM
2423
Sugarloaf Wealth Management
Georgia
$11.4K – – –
FFA
2424
Frazier Financial Advisors
Ohio
$11.1K -$4.23K -17 -29%
RF
2425
Robinswood Financial
Washington
$11.1K – – –
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