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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
TCM
2526
Tradewinds Capital Management
Washington
$48.4K +$1.44K +5 +3%
RF
2527
Roxbury Financial
New Jersey
$48.2K +$45.4K +158 New
GA
2528
GoalVest Advisory
New York
$48.1K -$47.1K -164 -50%
FCG
2529
Financial Connections Group
California
$48K
RWM
2530
Rialto Wealth Management
New York
$46K +$44.5K +155 New
XC
2531
XY Capital
Hong Kong
$45.7K +$44.2K +154 New
MSG
2532
Main Street Group
Virginia
$44.6K +$6.03K +21 +16%
FWM
2533
FLP Wealth Management
Arkansas
$41.2K +$39.9K +139 New
GWSG
2534
GPS Wealth Strategies Group
Colorado
$40.1K
NA
2535
Nordwand Advisors
Pennsylvania
$40.1K
SO
2536
Sierra Ocean
California
$39.6K +$38.2K +133 New
CH
2537
Canton Hathaway
Rhode Island
$39K
FLP
2538
Financial Life Planners
Arizona
$38.3K +$37.1K +129 New
VWWMG
2539
Vermillion & White Wealth Management Group
Pennsylvania
$38.1K
DWA
2540
Delos Wealth Advisors
Texas
$37.4K +$7.47K +26 +26%
CW
2541
Curio Wealth
Maryland
$37.1K +$35.9K +125 New
AIC
2542
Archer Investment Corporation
Indiana
$36.9K -$1.44K -5 -4%
AWM
2543
Activest Wealth Management
Florida
$36.5K -$9.77K -34 -22%
CWM
2544
Consultiva Wealth Management
Puerto Rico
$35.6K +$34.5K +120 New
DFA
2545
DHJJ Financial Advisors
Illinois
$34.4K
TWD
2546
True Wealth Design
Ohio
$33.9K +$1.72K +6 +6%
MMCM
2547
Murphy & Mullick Capital Management
New York
$33.2K +$32.2K +112 New
SIP
2548
Sellwood Investment Partners
Oregon
$32.6K +$31.6K +110 New
BCA
2549
Bray Capital Advisors
Florida
$32.1K
GFL
2550
Granite FO LLC
New Hampshire
$30.9K