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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
CWG
1351
Cornerstone Wealth Group
North Carolina
$389K +$2.51K +16 +0.7%
AO
1352
Advisor OS
Illinois
$389K +$369K +2,355 New
CNBTD
1353
Citizens National Bank Trust Department
Mississippi
$387K -$49.3K -315 -12%
MRCM
1354
M&R Capital Management
New Jersey
$385K +$313 +2 +0.1%
SDWMA
1355
Schneider Downs Wealth Management Advisors
Pennsylvania
$384K +$66.3K +423 +22%
EI
1356
Ellevest Inc
New York
$383K +$48.4K +309 +15%
EWM
1357
EPG Wealth Management
Georgia
$380K -$31K -198 -8%
OPOWM
1358
One Plus One Wealth Management
Florida
$380K
KMWM
1359
Keudell/Morrison Wealth Management
Oregon
$380K +$5.01K +32 +1%
BIP
1360
Blueprint Investment Partners
North Carolina
$379K +$359K +2,293 New
Rafferty Asset Management
1361
Rafferty Asset Management
New York
$378K -$629K -4,016 -64%
SICM
1362
Sustainable Insight Capital Management
New York
$378K -$121K -773 -25%
PCM
1363
Parsons Capital Management
Rhode Island
$376K -$3.92K -25 -1%
22CM
1364
20/20 Capital Management
California
$376K +$783 +5 +0.2%
GVAG
1365
Great Valley Advisor Group
Delaware
$375K +$470 +3 +0.1%
OAM
1366
Oak Asset Management
California
$373K +$354K +2,259 New
FA
1367
Financial Advisors
Massachusetts
$370K
ACM
1368
Allred Capital Management
Texas
$369K -$2.19K -14 -0.6%
GA
1369
Geller Advisors
New York
$369K -$626 -4 -0.2%
CPIA
1370
Cornell Pochily Investment Advisors
New York
$367K -$39.3K -251 -10%
CT
1371
Columbia Trust
Oregon
$367K -$8.93K -57 -3%
TIA
1372
Tiemann Investment Advisors
California
$367K -$7.67K -49 -2%
AP
1373
Adero Partners
California
$367K -$3.92K -25 -1%
CQS
1374
Credential Qtrade Securities
$366K -$167K -1,068 -33%
BCM
1375
BlueCrest Capital Management
Jersey
$364K +$345K +2,204 New