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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
CFS
2551
Commonwealth Financial Services
West Virginia
$259K +$13.6K +38 +6%
BMCM
2552
Burns Matteson Capital Management
New York
$259K
CCWM
2553
Correct Capital Wealth Management
Missouri
$259K
TWA
2554
Talisman Wealth Advisors
New Jersey
$259K +$5.37K +15 +2%
PCM
2555
Pointe Capital Management
Michigan
$259K
EC
2556
EdgeRock Capital
Colorado
$258K +$11.1K +31 +5%
GCA
2557
Gradient Capital Advisors
California
$257K +$358 +1 +0.1%
LB
2558
Legacy Bridge
Iowa
$257K +$19.7K +55 +9%
OWA
2559
Octavia Wealth Advisors
Ohio
$257K -$131K -366 -34%
RIS
2560
Retirement Income Solutions
Michigan
$257K -$3.58K -10 -1%
CCM
2561
Chickasaw Capital Management
Tennessee
$257K +$19.3K +54 +8%
HA
2562
Hofer & Associates
California
$257K
Twin Tree Management
2563
Twin Tree Management
Texas
$257K -$330K -921 -57%
SFS
2564
Stiles Financial Services
Minnesota
$256K +$358 +1 +0.1%
PWP
2565
Ponta Wealth Partners
Florida
$256K +$248K +692 New
NWA
2566
New World Advisors
Massachusetts
$256K +$247K +691 New
FMTCOCP
2567
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$255K
PVAMC
2568
PPS&V Asset Management Consultants
Michigan
$255K -$3.58K -10 -1%
SWGC
2569
Summit Wealth Group (Colorado)
Colorado
$254K +$246K +687 New
WHC
2570
Wulff, Hansen & Co
California
$254K
CGFA
2571
Colton Groome Financial Advisors
North Carolina
$253K
GHA
2572
Good Harbor Advisors
Massachusetts
$253K +$245K +684 New
EL
2573
EWA LLC
Pennsylvania
$253K +$17.5K +49 +8%
PEA
2574
Park Edge Advisors
Ohio
$252K -$14.7K -41 -6%
ST
2575
Somerset Trust
Pennsylvania
$252K