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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
WLPWM
2776
Walled Lake Planning & Wealth Management
Illinois
$200K +$194K +541 New
AT
2777
Arlington Trust
Alabama
$198K -$191K -534 -50%
MWM
2778
Mascoma Wealth Management
New Hampshire
$197K -$31.5K -88 -14%
VWA
2779
VSM Wealth Advisory
Maryland
$197K – – –
RDFA
2780
Ritter Daniher Financial Advisory
Ohio
$196K +$87K +243 +84%
SEP
2781
Signature Equity Partners
Ohio
$196K +$190K +530 New
AG
2782
AmeriFlex Group
Nevada
$196K -$51.9K -145 -21%
WPA
2783
Wealth Preservation Advisors
Tennessee
$196K +$358 +1 +0.2%
LGWM
2784
Litman Gregory Wealth Management
California
$194K +$188K +525 New
TFA
2785
Transamerica Financial Advisors
Florida
$190K +$90.2K +252 +96%
CFD
2786
Creative Financial Designs
Indiana
$188K +$56.2K +157 +45%
CCMI
2787
Creative Capital Management Investments
California
$186K +$716 +2 +0.4%
AI
2788
AXS Investments
New York
$185K -$9.66K -27 -5%
Fideuram - Intesa Sanpaolo Private Banking
2789
Fideuram - Intesa Sanpaolo Private Banking
$181K +$175K +489 New
FCT
2790
First Community Trust
Iowa
$176K -$26.8K -75 -14%
VR
2791
Vision Retirement
New Jersey
$174K +$168K +470 New
SNB
2792
Security National Bank
Nebraska
$172K – – –
DMBA
2793
Deseret Mutual Benefit Administrators
Utah
$170K – – –
CVM
2794
Cheviot Value Management
California
$170K – – –
FMB
2795
Field & Main Bank
Kentucky
$168K +$19K +53 +13%
PMIM
2796
Prudent Man Investment Management
Colorado
$166K +$138K +385 +602%
JWM
2797
Jessup Wealth Management
Ohio
$164K +$159K +443 New
PJC
2798
Phillip James Consulting
Minnesota
$163K +$166K +463 New
FFL
2799
Financial Freedom LLC
Ohio
$163K – – –
BHWM
2800
Bay Harbor Wealth Management
Maryland
$162K -$6.44K -18 -4%