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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
TWM
1351
Tradition Wealth Management
Minnesota
$503K +$14.8K +92 +3%
CTWM
1352
Cherry Tree Wealth Management
Minnesota
$501K +$465K +2,879 New
GTAM
1353
Global Trust Asset Management
Florida
$501K +$8.39K +52 +2%
BST
1354
Bath Savings Trust
Maine
$500K – – –
GITFIT
1355
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$500K +$16.1K +100 +4%
CWG
1356
Cornerstone Wealth Group
North Carolina
$498K +$116K +718 +34%
ME
1357
McIlrath & Eck
Washington
$497K -$1.61K -10 -0.3%
HA
1358
Herold Advisors
New York
$497K -$56.5K -350 -11%
JWBC
1359
John W. Bristol & Co
New York
$497K -$14.2K -88 -3%
MW
1360
Marcum Wealth
Ohio
$496K +$6.45K +40 +1%
FFA
1361
Fortune Financial Advisors
Kansas
$494K +$458K +2,836 New
MGI
1362
MayTech Global Investments
New York
$493K – – –
MA
1363
Mezzasalma Advisors
New Jersey
$492K – – –
DTL
1364
Dynamic Technology Lab
Singapore
$492K -$4.16M -25,778 -90%
BHB
1365
Bank Hapoalim BM
Israel
$492K +$6.13K +38 +1%
HDIM
1366
Hanson & Doremus Investment Management
Vermont
$492K +$52K +322 +13%
WP
1367
WMS Partners
Maryland
$492K +$484 +3 +0.1%
NP
1368
Nilsine Partners
Colorado
$490K -$161 -1 -0%
SWM
1369
Sendero Wealth Management
Texas
$490K +$454K +2,814 New
CB
1370
Centennial Bank
Arkansas
$488K -$32.3K -200 -7%
KA
1371
Kearns & Associates
California
$488K – – –
MIP
1372
Marietta Investment Partners
Wisconsin
$488K – – –
TYCC
1373
Texas Yale Capital Corp
Florida
$487K +$9.04K +56 +2%
PHS
1374
Pekin Hardy Strauss
Illinois
$486K +$9.2K +57 +2%
AIM
1375
Athena Investment Management
California
$485K -$4.84K -30 -1%