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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
WP
1326
WMS Partners
Maryland
$504K -$25.2K -148 -5%
AI
1327
Accredited Investors
Minnesota
$501K -$99.8K -585 -16%
APW
1328
Acima Private Wealth
Virginia
$500K – – –
MCM
1329
Maryland Capital Management
Maryland
$499K – – –
MFG
1330
Magnus Financial Group
New York
$499K +$512 +3 +0.1%
SRC
1331
Shufro Rose & Co
New York
$496K – – –
MA
1332
Mezzasalma Advisors
New Jersey
$494K – – –
MME
1333
Meag Munich Ergo
Germany
$493K – – –
MIM
1334
Meridiem Investment Management
United Kingdom
$491K -$459K -2,690 -47%
SKK
1335
Shepherd Kaplan Krochuk
Massachusetts
$491K – – –
VCM
1336
Violich Capital Management
California
$491K – – –
PCM
1337
Pennsylvania Capital Management
Pennsylvania
$491K +$512K +3,000 New
SWM
1338
Scissortail Wealth Management
Oklahoma
$491K +$512K +3,000 New
LWMM
1339
Legacy Wealth Management (Mississippi)
Mississippi
$491K – – –
HA
1340
Herold Advisors
New York
$490K – – –
PHAM
1341
Palisades Hudson Asset Management
Florida
$490K – – –
FHA
1342
First Horizon Advisors
Tennessee
$486K +$98.6K +578 +24%
EFL
1343
ERn Financial LLC
Wisconsin
$483K – – –
TLCM
1344
Twin Lakes Capital Management
California
$481K +$512 +3 +0.1%
IAIM
1345
International Assets Investment Management
Florida
$481K +$53.2K +312 +12%
CWM
1346
Cornerstone Wealth Management
Missouri
$479K +$43.8K +257 +10%
6F
1347
626 Financial
Michigan
$477K +$497K +2,916 New
UAS
1348
United Asset Strategies
New York
$476K +$496K +2,908 New
SWMP
1349
Signature Wealth Management Partners
New Jersey
$474K – – –
SFG
1350
Summit Financial Group
West Virginia
$473K +$42.6K +250 +9%