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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
VWA
2651
VSM Wealth Advisory
Maryland
$161K – – –
AG
2652
AmeriFlex Group
Nevada
$161K +$1.01K +3 +0.6%
RDFA
2653
Ritter Daniher Financial Advisory
Ohio
$161K – – –
MWM
2654
Mascoma Wealth Management
New Hampshire
$161K -$671 -2 -0.4%
WBWA
2655
William B. Walkup & Associates
South Carolina
$152K – – –
IWM
2656
IMG Wealth Management
Florida
$152K -$13.1K -39 -7%
CCMI
2657
Creative Capital Management Investments
California
$152K – – –
CAIM
2658
Catherine Avery Investment Management
Florida
$151K -$16.8K -50 -9%
Cohen & Steers
2659
Cohen & Steers
New York
$151K -$168K -500 -50%
JWM
2660
JPL Wealth Management
Colorado
$149K +$166K +494 New
VR
2661
Vision Retirement
New Jersey
$148K +$6.04K +18 +4%
CCA
2662
Catalyst Capital Advisors
New York
$144K -$4.56M -13,605 -97%
CVM
2663
Cheviot Value Management
California
$144K – – –
FCT
2664
First Community Trust
Iowa
$144K – – –
AFC
2665
Ares Financial Consulting
California
$142K +$112K +333 +240%
SG
2666
Sankala Group
Colorado
$142K – – –
SNB
2667
Security National Bank
Nebraska
$140K – – –
PJC
2668
Phillip James Consulting
Minnesota
$140K +$1.01K +3 +0.6%
AI
2669
AXS Investments
New York
$138K -$14.8K -44 -9%
FMB
2670
Field & Main Bank
Kentucky
$137K – – –
RFS
2671
Richardson Financial Services
Massachusetts
$134K +$21.5K +64 +17%
FFL
2672
Financial Freedom LLC
Ohio
$133K – – –
SA
2673
Strategic Advocates
Utah
$131K -$1.95M -5,816 -93%
MMCM
2674
Murphy & Mullick Capital Management
New York
$130K +$6.71K +20 +5%
BHWM
2675
Bay Harbor Wealth Management
Maryland
$129K -$3.69K -11 -3%