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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
JSL
1201
JT Stratford LLC
Georgia
$644K +$20.3K +124 +3%
FAFN
1202
First Affirmative Financial Network
Colorado
$643K +$46.6K +285 +7%
WAP
1203
Wealthcare Advisory Partners
Pennsylvania
$643K +$167K +1,024 +31%
SI
1204
Symmetry Investments
Jersey
$642K +$704K +4,305 New
RDWM
1205
Red Door Wealth Management
Tennessee
$641K +$58.2K +356 +9%
Jones Financial Companies
1206
Jones Financial Companies
Missouri
$638K -$738K -4,514 -51%
OWA
1207
Outlook Wealth Advisors
Texas
$636K +$41.1K +251 +6%
BAM
1208
Beaumont Asset Management
Texas
$636K -$818 -5 -0.1%
CG
1209
CFO4Life Group
Texas
$636K -$17.2K -105 -2%
SRC
1210
Sage Rhino Capital
California
$635K -$14.7K -90 -2%
BJL
1211
Brighton Jones LLC
Washington
$635K +$9.98K +61 +1%
FTWA
1212
Fifth Third Wealth Advisors
Ohio
$634K +$380K +2,323 +121%
HH
1213
Hilltop Holdings
Texas
$632K -$2.24M -13,706 -76%
DWM
1214
Dakota Wealth Management
Florida
$631K -$141K -860 -17%
GL
1215
Graypoint LLC
New York
$631K -$38.8K -237 -5%
CA
1216
Continuum Advisory
Idaho
$631K -$299K -1,830 -30%
HWA
1217
Heritage Wealth Advisors
Virginia
$631K -$2.94K -18 -0.4%
CWS
1218
Cypress Wealth Services
California
$630K +$1.31K +8 +0.2%
PCG
1219
Prosperity Consulting Group
Maryland
$629K +$690K +4,217 New
LWM
1220
Lyell Wealth Management
California
$627K
BDFN
1221
Bond & Devick Financial Network
Minnesota
$627K -$18.8K -115 -3%
EAM
1222
Evanson Asset Management
California
$626K +$164 +1 +0%
WA
1223
WBH Advisory
Maryland
$624K +$3.6K +22 +0.5%
AWM
1224
Aries Wealth Management
Maine
$620K +$64.8K +396 +11%
CFSG
1225
Community Financial Services Group
Vermont
$620K +$680K +4,156 New