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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
LA
1351
Legacy Advisors
Pennsylvania
$1.33M +$1.34K +4 +0.1%
LWL
1352
Leo Wealth LLC
Texas
$1.32M -$244K -729 -14%
VIA
1353
Victrix Investment Advisors
Florida
$1.32M +$3.69K +11 +0.3%
MCM
1354
Manchester Capital Management
Vermont
$1.31M -$51K -152 -3%
SIC
1355
Salem Investment Counselors
North Carolina
$1.31M -$20.5K -61 -1%
FBT
1356
First Bank & Trust
South Dakota
$1.31M -$580K -1,731 -29%
TFS
1357
Thoroughbred Financial Services
Tennessee
$1.31M +$28.8K +86 +2%
PCH
1358
PGIM Custom Harvest
New Jersey
$1.31M +$319K +951 +28%
FCM
1359
Family Capital Management
Michigan
$1.3M +$125K +374 +10%
MAA
1360
Mraz Amerine & Associates
California
$1.3M
HIA
1361
Harbor Investment Advisory
Maryland
$1.3M -$202K -602 -12%
SC
1362
Schulhoff & Co
Ohio
$1.3M
BWP
1363
BSW Wealth Partners
Colorado
$1.3M +$5.7K +17 +0.4%
TIM
1364
Triad Investment Management
California
$1.3M -$1.29M -3,842 -47%
IA
1365
IFG Advisors
Missouri
$1.3M +$14.4K +43 +1%
PWG
1366
Portside Wealth Group
Utah
$1.29M +$130K +387 +10%
ANB
1367
Amarillo National Bank
Texas
$1.29M +$73.4K +219 +5%
SIA
1368
Soltis Investment Advisors
Utah
$1.29M +$108K +322 +8%
NLP
1369
Next Level Private
New York
$1.29M +$76.1K +227 +6%
BAM
1370
Boyar Asset Management
New York
$1.29M -$2.35K -7 -0.2%
BFC
1371
Bedel Financial Consulting
Indiana
$1.28M -$72.8K -217 -5%
FFN
1372
Focus Financial Network
Minnesota
$1.28M -$232K -692 -14%
RWM
1373
Riverbend Wealth Management
South Carolina
$1.28M -$38.2K -114 -3%
LTAS
1374
Linden Thomas Advisory Services
North Carolina
$1.28M +$96.2K +287 +7%
SF
1375
Sun Financial
Utah
$1.27M +$59.3K +177 +5%