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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
FIM
2801
FWL Investment Management
Texas
$162K +$37.2K +104 +31%
BGAI
2802
Bruce G. Allen Investments
Colorado
$161K -$6.8K -19 -4%
OP
2803
ORG Partners
Indiana
$159K +$716 +2 +0.5%
BIA
2804
Bell Investment Advisors
California
$156K +$6.44K +18 +4%
BHWM
2805
Beaird Harris Wealth Management
Texas
$155K -$2.5K -7 -2%
FC
2806
Fairscale Capital
New Hampshire
$155K – – –
TCM
2807
Triumph Capital Management
Colorado
$155K +$150K +418 New
KFA
2808
Kelleher Financial Advisors
New York
$152K +$2.5K +7 +2%
B
2809
Birchbrook
Maine
$152K – – –
JAM
2810
JCIC Asset Management
Ontario, Canada
$152K – – –
MMCM
2811
Murphy & Mullick Capital Management
New York
$151K +$36.1K +101 +33%
SG
2812
Sankala Group
Colorado
$148K +$172K +480 New
MCI
2813
MRP Capital Investments
Georgia
$148K -$65.8K -184 -32%
GW&K Investment Management
2814
GW&K Investment Management
Massachusetts
$145K +$3.58K +10 +3%
BDPWM
2815
Barnes Dennig Private Wealth Management
Ohio
$143K +$138K +387 New
HNW
2816
High Note Wealth
Minnesota
$141K +$13.6K +38 +11%
RFS
2817
Richardson Financial Services
Massachusetts
$140K +$15K +42 +12%
AEPWM
2818
Atlantic Edge Private Wealth Management
Florida
$138K -$7.16K -20 -5%
RIP
2819
RAM Investment Partners
Washington
$137K +$132K +369 New
BWM
2820
Bernard Wealth Management
Michigan
$136K – – –
HCM
2821
Hollencrest Capital Management
California
$135K +$358 +1 +0.3%
WT
2822
WHI Trust
Illinois
$132K +$128K +357 New
GG
2823
Gleason Group
Kentucky
$131K +$3.58K +10 +3%
PFO
2824
Pioneer Family Office
Florida
$129K +$125K +350 New
GCM
2825
Gables Capital Management
Florida
$126K – – –