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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
2551
Strategies Wealth Advisors
Michigan
$217K -$34.5K -103 -13%
FCCM
2552
First City Capital Management
Georgia
$216K -$8.38K -25 -3%
MMM
2553
Mendel Money Management
Illinois
$216K -$5.37K -16 -2%
RIP
2554
RAM Investment Partners
Washington
$216K +$116K +345 +93%
AF
2555
Advisornet Financial
Minnesota
$216K -$4.69K -14 -2%
AIS
2556
AM Investment Strategies
Tennessee
$216K
T
2557
Tidemark
California
$216K +$335 +1 +0.1%
PWMG
2558
Prestige Wealth Management Group
New Jersey
$216K -$336K -1,002 -58%
CAS
2559
Coppell Advisory Solutions
Texas
$215K +$51.6K +154 +27%
TPWA
2560
Twin Peaks Wealth Advisors
California
$215K +$8.38K +25 +4%
ORAM
2561
One River Asset Management
Connecticut
$215K +$227K +676 +1,988%
CM
2562
Capula Management
Cayman Islands
$215K +$238K +710 New
CCFM
2563
Clear Creek Financial Management
Washington
$214K +$1.68K +5 +0.7%
SPF
2564
South Plains Financial
Texas
$214K
TAM
2565
Titleist Asset Management
Texas
$214K +$21.5K +64 +10%
HA
2566
Hofer & Associates
California
$214K +$4.36K +13 +2%
AFA
2567
American Financial Advisors
Georgia
$214K +$335 +1 +0.1%
CCM
2568
Chickasaw Capital Management
Tennessee
$213K +$3.69K +11 +2%
MWM
2569
Maridea Wealth Management
New York
$212K -$392K -1,169 -62%
VAF
2570
Values Added Financial
District of Columbia
$212K -$15.4K -46 -6%
SL
2571
Salomon & Ludwin
Virginia
$212K +$32.2K +96 +16%
BCA
2572
Bay Colony Advisors
Massachusetts
$212K -$9.39K -28 -4%
RFW
2573
Rainier Family Wealth
Washington
$212K +$235K +701 New
ABLA
2574
Alan B. Lancz & Associates
Ohio
$212K -$50.3K -150 -18%
PFG
2575
Pinnacle Financial Group
Illinois
$212K -$1.34K -4 -0.6%