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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
TCM
1051
Tufton Capital Management
Maryland
$632K
BRWA
1052
B. Riley Wealth Advisors
Florida
$632K +$33K +276 +6%
PPP
1053
Private Portfolio Partners
New Jersey
$629K -$837 -7 -0.1%
CST
1054
Charles Schwab Trust
Nevada
$627K -$4.3K -36 -0.7%
ST
1055
Spinnaker Trust
Maine
$622K -$1.55K -13 -0.3%
ISB
1056
Iowa State Bank
Iowa
$622K
HIM
1057
Hillsdale Investment Management
Ontario, Canada
$620K +$5.98K +50 +1%
SSWM
1058
Sheets Smith Wealth Management
North Carolina
$619K -$35.1K -294 -6%
PCG
1059
Private Capital Group
Connecticut
$614K -$1.01M -8,416 -63%
EB
1060
Eastern Bank
Massachusetts
$611K -$70.9K -593 -11%
FSA
1061
Fort Sheridan Advisors
Illinois
$610K
PWS
1062
Paragon Wealth Strategies
Florida
$610K +$56.5K +473 +11%
PGAM
1063
Princeton Global Asset Management
New Jersey
$606K +$44.2K +370 +8%
OPS
1064
Orion Portfolio Solutions
Nebraska
$602K +$578K +4,836 New
GC
1065
GFG Capital
Florida
$597K +$573K +4,792 New
SYBT
1066
Stock Yards Bank & Trust
Kentucky
$594K +$101K +842 +21%
HAS
1067
HBW Advisory Services
California
$594K +$570K +4,771 New
CWS
1068
Cypress Wealth Services
California
$592K +$1.55K +13 +0.3%
Koshinski Asset Management
1069
Koshinski Asset Management
Illinois
$591K +$159K +1,331 +39%
CT
1070
Columbia Trust
Oregon
$589K +$566K +4,734 New
MFG
1071
Magnus Financial Group
New York
$586K +$2.03K +17 +0.4%
IWS
1072
Insight Wealth Strategies
California
$583K -$11.7K -98 -2%
RMCM
1073
Reynders McVeigh Capital Management
Massachusetts
$581K +$23.9K +200 +4%
ITIM
1074
Indiana Trust & Investment Management
Indiana
$579K -$49.6K -415 -8%
SC
1075
Schulhoff & Co
Ohio
$578K