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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
RA
2526
Rise Advisors
New York
$111K +$5.91K +21 +6%
BCMLT
2527
Beacon Capital Management LLC (Tennessee)
Tennessee
$110K -$13.8K -49 -12%
HNW
2528
High Note Wealth
Minnesota
$109K
GG
2529
Gleason Group
Kentucky
$109K +$281 +1 +0.3%
GCM
2530
Gables Capital Management
Florida
$108K
FIM
2531
FWL Investment Management
Texas
$107K +$9.57K +34 +11%
PCFFS
2532
Pacific Center for Financial Services
California
$106K
Bank Julius Baer & Co
2533
Bank Julius Baer & Co
Switzerland
$102K
NCM
2534
Northwest Capital Management
Oregon
$99.8K
CBT
2535
Crews Bank & Trust
Florida
$99.5K
OPTFSNA
2536
Old Point Trust & Financial Services N A
Virginia
$96.3K
GWSA
2537
Global Wealth Strategies & Associates
Colorado
$96.3K +$2.25K +8 +3%
PB
2538
Pinnacle Bancorp
Nebraska
$93.8K
GK
2539
Graney & King
New York
$93.1K +$9.29K +33 +13%
C
2540
Covestor
United Kingdom
$93K -$7.88K -28 -9%
TC
2541
Tacita Capital
Ontario, Canada
$92.5K
RDFA
2542
Ritter Daniher Financial Advisory
Ohio
$91.9K +$14.1K +50 +21%
WOSD
2543
WFA of San Diego
California
$91.9K +$81.1K +288 New
PWMG
2544
Private Wealth Management Group
New Jersey
$90.6K -$6.19K -22 -7%
HC
2545
Hoese & Co
Minnesota
$89.3K
RF
2546
Rossby Financial
Florida
$87.4K +$28.1K +100 +57%
VWM
2547
Vermillion Wealth Management
Minnesota
$85.6K
MMCM
2548
Murphy & Mullick Capital Management
New York
$85.5K +$47.8K +170 +155%
AWM
2549
Accredited Wealth Management
Kentucky
$82.4K +$72.6K +258 New
RWM
2550
Raffa Wealth Management
District of Columbia
$81.5K +$16.6K +59 +30%