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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
DF
2401
Dunhill Financial
United Kingdom
$17.1K +$249 +1 +2%
CWM
2402
Cranbrook Wealth Management
Michigan
$17.1K – – –
RL
2403
Rogco LP
Oklahoma
$16.3K – – –
VWA
2404
Valued Wealth Advisors
Utah
$14.9K +$747 +3 +6%
SIC
2405
SJS Investment Consulting
Ohio
$14.9K -$249 -1 -2%
LIS
2406
Legacy Investment Solutions
Idaho
$14.4K +$12.4K +50 New
LWMI
2407
Legacy Wealth Management (Idaho)
Idaho
$14.4K +$12.4K +50 New
DPW
2408
DiNuzzo Private Wealth
Pennsylvania
$13.6K – – –
ETS
2409
ESL Trust Services
New York
$13.6K – – –
CWM
2410
CarsonAllaria Wealth Management
Illinois
$13K – – –
RWA
2411
Redmont Wealth Advisors
Illinois
$12.7K – – –
PP
2412
Pacifica Partners
Canada
$12.2K – – –
CWC
2413
Carolinas Wealth Consulting
North Carolina
$12.2K +$1.25K +5 +13%
HCM
2414
Horrell Capital Management
Arkansas
$12K – – –
NAAA
2415
New Age Alpha Advisors
New York
$11.9K – – –
CWA
2416
Carolina Wealth Advisors
South Carolina
$11.9K +$6.97K +28 +175%
HWM
2417
HighMark Wealth Management
Minnesota
$11.5K +$249 +1 +2%
SHIM
2418
Stone House Investment Management
Pennsylvania
$11.5K – – –
SWM
2419
Sugarloaf Wealth Management
Georgia
$11.4K – – –
FFA
2420
Frazier Financial Advisors
Ohio
$11.1K -$4.23K -17 -29%
RF
2421
Robinswood Financial
Washington
$11.1K – – –
MBFW
2422
Morton Brown Family Wealth
Pennsylvania
$10.8K +$9.96K +40 New
DCM
2423
Davis Capital Management
Florida
$10.3K – – –
LP
2424
LMR Partners
United Kingdom
$9.22K +$8.47K +34 New
HFS
2425
HBC Financial Services
Washington
$9K +$7.22K +29 +414%
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97
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