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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
TWM
1451
Tradition Wealth Management
Minnesota
$233K +$214K +1,928 New
ATC
1452
Adirondack Trust Company
New York
$231K -$20.5K -185 -9%
TA
1453
Trellis Advisors
Washington
$230K +$211K +1,901 New
NCM
1454
Northside Capital Management
Oregon
$229K +$209K +1,890 New
ACI
1455
Alpha Cubed Investments
California
$229K +$210K +1,894 New
PO
1456
Private Ocean
California
$227K +$886 +8 +0.4%
PCMC
1457
Private Capital Management (Colorado)
Colorado
$227K +$208K +1,877 New
LWM
1458
Laidlaw Wealth Management
New York
$226K +$207K +1,871 New
WCM
1459
Washington Capital Management
Washington
$225K +$206K +1,862 New
PFM
1460
Parsec Financial Management
North Carolina
$225K +$206K +1,863 New
RWM
1461
Ritholtz Wealth Management
New York
$224K +$205K +1,854 New
GGS
1462
Galvin Gaustad & Stein
Arizona
$224K +$206K +1,856 New
TWM
1463
Titus Wealth Management
California
$224K +$208K +1,882 New
NA
1464
Nottingham Advisors
New York
$223K +$204K +1,842 New
BG
1465
Bahl & Gaynor
Ohio
$222K +$203K +1,833 New
LNWTC
1466
Laird Norton Wetherby Trust Company
Washington
$222K +$204K +1,839 New
FM
1467
Foster & Motley
Ohio
$220K +$201K +1,817 New
GIA
1468
Granite Investment Advisors
New Hampshire
$220K +$201K +1,817 New
GSBTD
1469
Glenview State Bank Trust Department
Illinois
$220K +$201K +1,818 New
EGM
1470
Engineers Gate Manager
New York
$219K +$200K +1,810 New
ACA
1471
Aptus Capital Advisors
Alabama
$219K +$201K +1,818 New
SWA
1472
Stratos Wealth Advisors
Ohio
$218K +$199K +1,799 New
TTWM
1473
TCV Trust & Wealth Management
Virginia
$218K +$199K +1,801 New
RWM
1474
Raffa Wealth Management
District of Columbia
$217K +$1.99K +18 +1%
TAM
1475
Trillium Asset Management
Massachusetts
$217K -$278K -2,512 -58%