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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
RF
2501
Rossby Financial
Florida
$46.1K +$51.4K +174 New
Loomis, Sayles & Company
2502
Loomis, Sayles & Company
Massachusetts
$46K -$27.8K -94 -35%
RTC
2503
Riverview Trust Company
Washington
$45.5K -$2.66K -9 -5%
AWM
2504
Abound Wealth Management
Tennessee
$45.4K +$1.18K +4 +2%
FCG
2505
Financial Connections Group
California
$44K
TCM
2506
TruNorth Capital Management
Michigan
$43.6K +$21.6K +73 +82%
GA
2507
GoalVest Advisory
New York
$43K -$591 -2 -1%
RWM
2508
Rialto Wealth Management
New York
$43K +$1.48K +5 +3%
TCM
2509
Tradewinds Capital Management
Washington
$42.5K -$1.48K -5 -3%
AF
2510
Abound Financial
California
$41.2K +$45.2K +153 New
PP
2511
PFS Partners
New Jersey
$41.2K +$23.1K +78 +104%
DF
2512
Dunhill Financial
United Kingdom
$41.1K -$13K -44 -22%
MSG
2513
Main Street Group
Virginia
$40.5K
IWP
2514
IAG Wealth Partners
Wisconsin
$40.4K +$44.3K +150 New
WAOTB
2515
Wealth Advisors of Tampa Bay
Florida
$40.4K +$44.3K +150 New
IRAG
2516
Investment Research & Advisory Group
Georgia
$40.1K -$251K -850 -85%
SO
2517
Sierra Ocean
California
$39.1K +$3.55K +12 +9%
1NWS
2518
1 North Wealth Services
Maryland
$37.1K +$40.8K +138 New
CW
2519
Curio Wealth
Maryland
$37.1K -$36.4K -123 -98%
WAM
2520
WFA Asset Management
Wisconsin
$36.7K -$18.9K -64 -28%
NA
2521
Nordwand Advisors
Pennsylvania
$36.3K
CH
2522
Canton Hathaway
Rhode Island
$35K
HFS
2523
Hughes Financial Services
Virginia
$34.6K +$37.8K +128 New
WOC
2524
West Oak Capital
California
$34.6K -$415K -1,405 -10%
VWWMG
2525
Vermillion & White Wealth Management Group
Pennsylvania
$34.5K