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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
TWMP
1426
Taylor Wealth Management Partners
Massachusetts
$11K – – –
ONST
1427
Old North State Trust
North Carolina
$11K +$11.4K +110 New
WAS
1428
WESPAC Advisors SoCal
California
$10K +$10.4K +100 New
KL
1429
KWMG LLC
Kansas
$9K – – –
POIA
1430
Pin Oak Investment Advisors
Texas
$9K – – –
TJHA
1431
Thomas J. Herzfeld Advisors
Florida
$9K – – –
OWA
1432
One Wealth Advisors
California
$8K +$936 +9 +13%
FRA
1433
Front Row Advisors
California
$7K -$1.04K -10 -14%
CFD
1434
Creative Financial Designs
Indiana
$7K – – –
OSNBOA
1435
Old Second National Bank of Aurora
Illinois
$7K – – –
TNBTD
1436
Trustmark National Bank Trust Department
Mississippi
$7K +$7.18K +69 New
QAM
1437
QCI Asset Management
New York
$6K – – –
Fidelity International
1438
Fidelity International
Bermuda
$6K +$5.72K +55 New
OBWP
1439
O'Brien Wealth Partners
Massachusetts
$6K +$6.24K +60 New
HCM
1440
Horrell Capital Management
Arkansas
$5K – – –
RIM
1441
Rampart Investment Management
Connecticut
$4.2K -$160K -1,541 -4%
PAMG
1442
Patton Albertson Miller Group
Tennessee
$4K +$3.64K +35 New
GTAM
1443
Global Trust Asset Management
Florida
$4K +$3.85K +37 New
TFA
1444
Transamerica Financial Advisors
Florida
$3K -$104 -1 -4%
TVWM
1445
Tower View Wealth Management
Wisconsin
$2K -$2.6K -25 -54%
LWA
1446
Lowe Wealth Advisors
Maryland
$2K – – –
MWM
1447
MinichMacGregor Wealth Management
New York
$2K – – –
MCM
1448
Monument Capital Management
Virginia
$2K +$1.56K +15 New
SCM
1449
Southport Capital Management
Tennessee
$2K +$1.77K +17 New
CIR
1450
Clear Investment Research
Georgia
$2K +$2.08K +20 New