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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
DRS
876
Deane Retirement Strategies
Louisiana
$3.26M +$56.3K +196 +2%
DWM
877
Diversify Wealth Management
Utah
$3.25M +$3.45K +12 +0.1%
Impax Asset Management Group
878
Impax Asset Management Group
United Kingdom
$3.25M -$118K -410 -4%
RBWA
879
RFG - Bristol Wealth Advisors
Massachusetts
$3.24M +$3.14M +10,913 New
SF
880
Summit Financial
New Jersey
$3.24M +$1.64M +5,708 +110%
EHWM
881
Eads & Heald Wealth Management
Georgia
$3.23M -$192K -669 -6%
MNBTD
882
Moody National Bank Trust Division
Texas
$3.23M -$194K -674 -6%
RG
883
Rathbones Group
United Kingdom
$3.19M -$395K -1,375 -11%
IVP
884
Intrinsic Value Partners
Arizona
$3.18M -$113K -395 -4%
VA
885
Vident Advisory
Georgia
$3.18M +$215K +749 +8%
PFA
886
Peak Financial Advisors
Colorado
$3.17M -$40.2K -140 -1%
FMWA
887
Forvis Mazars Wealth Advisors
Missouri
$3.17M -$74.1K -258 -2%
SPC
888
Sigma Planning Corp
Michigan
$3.16M -$194K -674 -6%
PDM
889
Penn Davis McFarland
Texas
$3.15M -$71.8K -250 -2%
COI
890
Connable Office Inc
Michigan
$3.14M -$578K -2,012 -16%
FHA
891
First Horizon Advisors
Tennessee
$3.14M -$21.8K -76 -0.7%
V
892
ValueWorks
New York
$3.14M -$247K -859 -8%
TBT
893
Texas Bank & Trust
Texas
$3.13M +$3.03M +10,553 New
VI
894
Vestcor Inc
New Brunswick, Canada
$3.13M -$189K -658 -6%
IWA
895
Icon Wealth Advisors
Texas
$3.13M – – –
GLR
896
Great Lakes Retirement
Ohio
$3.12M -$30.2K -105 -1%
CCG
897
Ceeto Capital Group
Florida
$3.1M -$656K -2,285 -18%
SJIM
898
St. Johns Investment Management
Florida
$3.09M -$26.4K -92 -0.9%
GC
899
GFG Capital
Florida
$3.09M +$16.1K +56 +0.5%
JSW
900
Journey Strategic Wealth
New Jersey
$3.07M +$1.07M +3,739 +57%