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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
GWP
1251
Gen-Wealth Partners
Michigan
$1.29M +$84.8K +287 +6%
DAS
1252
Diversify Advisory Services
Utah
$1.29M +$182K +617 +15%
PCH
1253
PGIM Custom Harvest
New Jersey
$1.29M +$554K +1,874 +64%
A
1254
Argentarii
Ohio
$1.29M +$24.8K +84 +2%
LCM
1255
Leisure Capital Management
California
$1.28M -$9.16K -31 -0.6%
IP
1256
Ignite Planners
California
$1.28M +$42K +142 +3%
APW
1257
Aventura Private Wealth
Florida
$1.28M +$36.1K +122 +3%
BAM
1258
Boyar Asset Management
New York
$1.28M -$7.98K -27 -0.6%
CFG
1259
Carr Financial Group
Massachusetts
$1.28M -$90.4K -306 -6%
MWA
1260
Muirfield Wealth Advisors
North Carolina
$1.28M +$2.96K +10 +0.2%
FCP
1261
Fidelis Capital Partners
Florida
$1.28M -$240K -811 -14%
SIA
1262
Strategic Investment Advisors
Michigan
$1.28M -$105K -356 -7%
KIM
1263
Kestra Investment Management
Texas
$1.28M -$326K -1,104 -19%
MDA
1264
Minot DeBlois Advisors
Massachusetts
$1.27M -$46.4K -157 -3%
MAM
1265
Mystic Asset Management
Rhode Island
$1.27M +$321K +1,085 +30%
WT
1266
Washington Trust
Rhode Island
$1.26M -$91K -308 -6%
NSIM
1267
North Star Investment Management
Illinois
$1.26M – – –
PPWP
1268
Premier Path Wealth Partners
New Jersey
$1.26M +$37.8K +128 +3%
BWM
1269
BigSur Wealth Management
Florida
$1.25M +$15.4K +52 +1%
MFG
1270
Magnus Financial Group
New York
$1.25M +$74.8K +253 +6%
PK
1271
Pflug Koory
Nebraska
$1.25M – – –
TWA
1272
TCI Wealth Advisors
Arizona
$1.25M +$887 +3 +0.1%
AL
1273
Aspiriant LLC
California
$1.25M -$161K -543 -10%
PIM
1274
Profit Investment Management
Maryland
$1.24M -$155K -523 -10%
WSC
1275
Wellington Shields & Co
New York
$1.24M +$117K +396 +9%