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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
PGCM
1176
Prescott Group Capital Management
Oklahoma
$670K
SWM
1177
Spire Wealth Management
Virginia
$666K -$1.13M -6,869 -59%
RWM
1178
Ritholtz Wealth Management
New York
$663K -$139K -844 -15%
BFC
1179
Bedel Financial Consulting
Indiana
$662K -$27.9K -169 -3%
MWM
1180
Meridian Wealth Management
Kentucky
$657K +$118K +714 +18%
TCM
1181
Tufton Capital Management
Maryland
$656K
RMCM
1182
Reynders McVeigh Capital Management
Massachusetts
$654K
GFS
1183
GYL Financial Synergies
Connecticut
$652K +$165 +1 +0%
FCAG
1184
First Capital Advisors Group
New Jersey
$652K +$777K +4,705 New
AL
1185
Aspiriant LLC
California
$649K -$30.4K -184 -4%
SS
1186
Simplicity Solutions
Minnesota
$646K +$66.4K +402 +9%
WA
1187
Wealth Alliance
New York
$645K -$114K -689 -13%
EAM
1188
Evanson Asset Management
California
$645K +$38.7K +234 +5%
Koshinski Asset Management
1189
Koshinski Asset Management
Illinois
$644K +$5.95K +36 +0.8%
RCM
1190
Radnor Capital Management
Pennsylvania
$643K +$76K +460 +11%
PTC
1191
Private Trust Company
Ohio
$641K -$240K -1,456 -24%
CIA
1192
Capital Investment Advisors
Georgia
$641K -$220K -1,334 -22%
TWA
1193
TCI Wealth Advisors
Arizona
$641K -$1.49K -9 -0.2%
SIG
1194
Sargent Investment Group
Maryland
$638K -$826 -5 -0.1%
DI
1195
Diligent Investors
California
$638K
ACM
1196
Advisors Capital Management
New Jersey
$636K -$60K -363 -7%
FLPIM
1197
F.L. Putnam Investment Management
Massachusetts
$636K -$22K -133 -3%
SC
1198
Schulhoff & Co
Ohio
$636K -$5.78K -35 -0.8%
CWS
1199
Cypress Wealth Services
California
$636K +$12.1K +73 +2%
PRC
1200
Pearl River Capital
Michigan
$635K +$756K +4,578 New