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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
FHA
1376
First Horizon Advisors
Tennessee
$402K +$121K +721 +43%
JFA
1377
JNBA Financial Advisors
Minnesota
$401K
AA
1378
Advisory Alpha
Michigan
$400K +$44K +263 +12%
OAM
1379
Oak Asset Management
California
$399K
HFS
1380
Hantz Financial Services
Michigan
$399K +$3.51K +21 +0.9%
BCA
1381
Berman Capital Advisors
Georgia
$399K +$92.1K +551 +30%
BHWM
1382
Bar Harbor Wealth Management
New Hampshire
$398K
EI
1383
Ellevest Inc
New York
$397K +$8.53K +51 +2%
WorldQuant Millennium Advisors
1384
WorldQuant Millennium Advisors
New York
$397K +$396K +2,370 New
PCG
1385
Private Capital Group
Connecticut
$396K -$836 -5 -0.2%
FCM
1386
Fairbanks Capital Management
California
$395K -$37.6K -225 -9%
SDWMA
1387
Schneider Downs Wealth Management Advisors
Pennsylvania
$394K +$4.18K +25 +1%
GA
1388
Geller Advisors
New York
$394K +$19.9K +119 +5%
FBB
1389
Fulton Breakefield Broenniman
Maryland
$394K +$40.6K +243 +12%
HI
1390
Humankind Investments
New York
$394K +$394K +2,354 New
SCA
1391
Snowden Capital Advisors
New York
$392K -$158K -944 -29%
MRCM
1392
M&R Capital Management
New Jersey
$387K -$3.18K -19 -0.8%
VFA
1393
Voya Financial Advisors
Connecticut
$386K +$27.3K +163 +8%
CHAM
1394
Clear Harbor Asset Management
Connecticut
$385K -$103K -616 -21%
OPOWM
1395
One Plus One Wealth Management
Florida
$385K
BCM
1396
Bluefin Capital Management
New York
$385K +$385K +2,300 New
CQS
1397
Credential Qtrade Securities
$384K +$13.5K +81 +4%
PFM
1398
Parsec Financial Management
North Carolina
$384K +$45.8K +274 +15%
CMO
1399
Covenant Multifamily Offices
Texas
$383K +$106K +634 +41%
AO
1400
Advisor OS
Illinois
$381K -$13.2K -79 -3%