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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
FIM
2476
FWL Investment Management
Texas
$89K – – –
CBT
2477
Crews Bank & Trust
Florida
$88.7K +$85.9K +299 New
CAS
2478
Coppell Advisory Solutions
Texas
$88.6K +$3.73K +13 +5%
GKIM
2479
GW&K Investment Management
Massachusetts
$88K +$1.44K +5 +2%
C
2480
Covestor
United Kingdom
$88K +$8.33K +29 +11%
PB
2481
Pinnacle Bancorp
Nebraska
$87.3K -$25.9K -90 -23%
GWSA
2482
Global Wealth Strategies & Associates
Colorado
$87.3K – – –
TC
2483
Tacita Capital
Ontario, Canada
$86.1K -$43.1K -150 -34%
Q1WB
2484
Quest 10 Wealth Builders
Virginia
$84.3K +$81.6K +284 New
HC
2485
Hoese & Co
Minnesota
$83.1K – – –
RFS
2486
Richardson Financial Services
Massachusetts
$83K -$862 -3 -1%
CMP
2487
Coston McIsaac & Partners
Maine
$82K – – –
AWM
2488
Accredited Wealth Management
Kentucky
$81.8K +$79K +275 New
SC
2489
Stephens Consulting
Michigan
$81.3K -$2.01K -7 -2%
VWM
2490
Vermillion Wealth Management
Minnesota
$79.2K +$76.7K +267 New
WA
2491
WPG Advisers
Maryland
$79.2K +$76.7K +267 New
Loomis, Sayles & Company
2492
Loomis, Sayles & Company
Massachusetts
$79K +$76.4K +266 New
RDFA
2493
Ritter Daniher Financial Advisory
Ohio
$78.4K -$8.33K -29 -10%
WAG
2494
Wiser Advisor Group
Arizona
$78K +$287 +1 +0.4%
PFG
2495
Putney Financial Group
California
$77.8K +$75.3K +262 New
GK
2496
Graney & King
New York
$76.8K +$74.4K +259 New
WTFG
2497
Wood Tarver Financial Group
Idaho
$75K +$73.3K +255 New
FCMT
2498
Founders Capital Management (Texas)
Texas
$74.2K – – –
CCA
2499
Criterion Capital Advisors
Tennessee
$74.1K – – –
GEA
2500
Glen Eagle Advisors
New Jersey
$73.9K – – –