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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
APW
1351
Acima Private Wealth
Virginia
$456K – – –
FW
1352
FirstPurpose Wealth
Utah
$455K +$4.91K +30 +1%
KA
1353
Kovack Advisors
Florida
$454K -$69.2K -423 -12%
EFL
1354
ERn Financial LLC
Wisconsin
$453K – – –
SRC
1355
Shufro Rose & Co
New York
$452K -$4.58K -28 -0.9%
MA
1356
MCF Advisors
Kentucky
$452K +$10.3K +63 +2%
RMCM
1357
Reynders McVeigh Capital Management
Massachusetts
$450K +$122K +747 +33%
AIM
1358
Acropolis Investment Management
Missouri
$448K – – –
LAI
1359
Legal Advantage Investments
California
$448K -$16.4K -100 -3%
AWA
1360
Authentikos Wealth Advisory
California
$448K -$3.6K -22 -0.7%
LWMM
1361
Legacy Wealth Management (Mississippi)
Mississippi
$448K – – –
CCI
1362
Credit Capital Investments
New Jersey
$444K +$487K +2,979 New
TWM
1363
Tradition Wealth Management
Minnesota
$444K +$14.4K +88 +3%
JFG
1364
Jefferies Financial Group
New York
$444K -$640K -3,915 -57%
PP
1365
PDS Planning
Ohio
$443K +$9.16K +56 +2%
MAM
1366
MWA Asset Management
Massachusetts
$437K +$479K +2,930 New
APIM
1367
Agate Pass Investment Management
Washington
$436K -$67.1K -410 -12%
CA
1368
Cambridge Advisors
Nebraska
$434K – – –
ZIG
1369
Zullo Investment Group
Pennsylvania
$434K +$51.9K +317 +12%
TLCM
1370
Twin Lakes Capital Management
California
$432K +$654 +4 +0.1%
V
1371
VeraBank
Texas
$432K -$10.8K -66 -2%
GTAM
1372
Global Trust Asset Management
Florida
$431K +$2.29K +14 +0.5%
EAM
1373
Eagle Asset Management
Florida
$431K +$116K +711 +33%
SFG
1374
Summit Financial Group
West Virginia
$430K -$200K -1,225 -30%
CTWM
1375
Cherry Tree Wealth Management
Minnesota
$429K – – –