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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
KIM
3001
Kestra Investment Management
Texas
-$306K -828 Closed
QWM
3002
QP Wealth Management
New Jersey
-$304K -821 Closed
AU
3003
AlphaGrep UK
-$273K -814 Closed
FCM
3004
Fieldview Capital Management
Michigan
-$300K -810 Closed
ACA
3005
Affinity Capital Advisors
California
-$299K -808 Closed
WAM
3006
Wallington Asset Management
Indiana
-$297K -803 Closed
CIAM
3007
Caitong International Asset Management
Hong Kong
-$297K -802 Closed
MCP
3008
Mirador Capital Partners
California
-$297K -802 Closed
SW
3009
SlateStone Wealth
Florida
-$296K -800 Closed
Betterment LLC
3010
Betterment LLC
New York
-$293K -793 Closed
GCP
3011
Guardian Capital (Pennsylvania)
Pennsylvania
-$290K -785 Closed
DF
3012
Donoghue Forlines
Massachusetts
-$285K -771 Closed
CRI
3013
Colonial River Investments
Virginia
-$279K -754 Closed
ACM
3014
Aspen Capital Management
Idaho
-$273K -737 Closed
COCM
3015
Charter Oak Capital Management
New Hampshire
-$272K -734 Closed
LA
3016
Latitude Advisors
Florida
-$270K -729 Closed
IWP
3017
Invenio Wealth Partners
Florida
-$266K -720 Closed
SGC
3018
Slocum, Gordon & Co
Rhode Island
-$266K -718 Closed
FFC
3019
Frederick Financial Consultants
Maryland
-$264K -713 Closed
CA
3020
Claris Advisors
Missouri
-$259K -701 Closed
EC
3021
EdgeRock Capital
Colorado
-$258K -698 Closed
TWA
3022
Talisman Wealth Advisors
New Jersey
-$259K -696 Closed
PWM
3023
PMG Wealth Management
Illinois
-$252K -681 Closed
NICM
3024
Neo Ivy Capital Management
New York
-$249K -674 Closed
TCM
3025
TABR Capital Management
California
-$249K -673 Closed