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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
VR
2651
Vision Retirement
New Jersey
$148K +$6.04K +18 +4%
CCA
2652
Catalyst Capital Advisors
New York
$144K -$4.56M -13,605 -97%
CVM
2653
Cheviot Value Management
California
$144K
FCT
2654
First Community Trust
Iowa
$144K
AFC
2655
Ares Financial Consulting
California
$142K +$112K +333 +240%
SG
2656
Sankala Group
Colorado
$142K
SNB
2657
Security National Bank
Nebraska
$140K
PJC
2658
Phillip James Consulting
Minnesota
$140K +$1.01K +3 +0.6%
AI
2659
AXS Investments
New York
$138K -$14.8K -44 -9%
FMB
2660
Field & Main Bank
Kentucky
$137K
RFS
2661
Richardson Financial Services
Massachusetts
$134K +$21.5K +64 +17%
FFL
2662
Financial Freedom LLC
Ohio
$133K
SA
2663
Strategic Advocates
Utah
$131K -$1.95M -5,816 -93%
MMCM
2664
Murphy & Mullick Capital Management
New York
$130K +$6.71K +20 +5%
BHWM
2665
Bay Harbor Wealth Management
Maryland
$129K -$3.69K -11 -3%
BHWM
2666
Beaird Harris Wealth Management
Texas
$129K +$2.01K +6 +1%
KFA
2667
Kelleher Financial Advisors
New York
$128K -$2.35K -7 -2%
TLFA
2668
True Link Financial Advisors
California
$128K +$141K +422 New
FC
2669
Fairscale Capital
New Hampshire
$127K
BGAI
2670
Bruce G. Allen Investments
Colorado
$126K -$7.04K -21 -5%
B
2671
Birchbrook
Maine
$124K
JAM
2672
JCIC Asset Management
Ontario, Canada
$124K
GKIM
2673
GW&K Investment Management
Massachusetts
$122K +$3.69K +11 +3%
BIA
2674
Bell Investment Advisors
California
$121K -$7.38K -22 -5%
ACA
2675
Atlas Capital Advisors
Wyoming
$115K +$64K +191 +102%