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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
CMO
1401
Covenant Multifamily Offices
Texas
$383K +$106K +634 +41%
AO
1402
Advisor OS
Illinois
$381K -$13.2K -79 -3%
MA
1403
MCF Advisors
Kentucky
$381K +$49.7K +297 +15%
AWM
1404
Aberdeen Wealth Management
Illinois
$380K -$33.4K -200 -8%
KMWM
1405
Keudell/Morrison Wealth Management
Oregon
$379K -$5.85K -35 -2%
CPIA
1406
Cornell Pochily Investment Advisors
New York
$379K +$6.35K +38 +2%
EWM
1407
EPG Wealth Management
Georgia
$378K -$7.52K -45 -2%
AP
1408
Adero Partners
California
$377K +$5.18K +31 +1%
CAL
1409
Capital Analysts LLC
Pennsylvania
$376K +$25.1K +150 +7%
FA
1410
Financial Advisors
Massachusetts
$375K – – –
PCM
1411
Parsons Capital Management
Rhode Island
$373K -$7.69K -46 -2%
CT
1412
Columbia Trust
Oregon
$372K – – –
RW
1413
Rede Wealth
Virginia
$368K +$86.3K +516 +31%
PCM
1414
Penserra Capital Management
California
$367K +$36.4K +218 +11%
ACI
1415
Alpha Cubed Investments
California
$366K – – –
MFG
1416
MidWestOne Financial Group
Iowa
$366K – – –
VCM
1417
Virtue Capital Management
Tennessee
$366K +$8.36K +50 +2%
WFI
1418
West Family Investments
California
$365K +$52.7K +315 +17%
CCMD
1419
Cypress Capital Management (Delaware)
Delaware
$362K – – –
NAMP
1420
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$361K – – –
Kayne Anderson Rudnick Investment Management
1421
Kayne Anderson Rudnick Investment Management
California
$361K +$254K +1,522 +240%
9WM
1422
9258 Wealth Management
Ohio
$359K -$167 -1 -0%
TIA
1423
Tiemann Investment Advisors
California
$358K -$13.9K -83 -4%
ESB
1424
Essex Savings Bank
Connecticut
$357K -$2.51K -15 -0.7%
RIM
1425
Reliant Investment Management
Tennessee
$357K – – –