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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
SMA
1451
Sage Mountain Advisors
Georgia
$390K -$26.4K -155 -6%
BOPW
1452
Brandywine Oak Private Wealth
Pennsylvania
$390K -$10.9K -64 -3%
MFC
1453
Mechanics Financial Corp
Ohio
$390K +$407K +2,385 New
VFA
1454
Voya Financial Advisors
Connecticut
$388K +$19.3K +113 +5%
FCM
1455
Fairbanks Capital Management
California
$386K -$341 -2 -0.1%
SDWMA
1456
Schneider Downs Wealth Management Advisors
Pennsylvania
$385K – – –
PCG
1457
Private Capital Group
Connecticut
$384K -$2.05K -12 -0.5%
FBB
1458
Fulton Breakefield Broenniman
Maryland
$384K – – –
CAL
1459
Capital Analysts LLC
Pennsylvania
$384K +$17.6K +103 +5%
AF
1460
Allworth Financial
California
$383K -$19.1K -112 -5%
APP
1461
Avantax Planning Partners
Iowa
$383K +$131K +771 +49%
PG
1462
Patten Group
Tennessee
$381K -$25.6K -150 -6%
HWIS
1463
Hancock Whitney Investment Services
Louisiana
$381K +$393K +2,303 New
Twin Tree Management
1464
Twin Tree Management
Texas
$380K -$3.47M -20,331 -90%
KFA
1465
Krane Funds Advisors
New York
$378K -$81.2K -476 -17%
WA
1466
Wealth Architects
California
$376K -$63.6K -373 -14%
CHAM
1467
Clear Harbor Asset Management
Connecticut
$376K – – –
OPOWM
1468
One Plus One Wealth Management
Florida
$376K – – –
MRCM
1469
M&R Capital Management
New Jersey
$374K -$4.09K -24 -1%
CGA
1470
Crescent Grove Advisors
Illinois
$374K +$390K +2,286 New
Voloridge Investment Management
1471
Voloridge Investment Management
Florida
$373K -$3.58M -20,993 -90%
JSW
1472
Journey Strategic Wealth
New Jersey
$373K +$389K +2,281 New
PAMG
1473
Patton Albertson Miller Group
Tennessee
$372K -$24K -141 -6%
CT
1474
Columbia Trust
Oregon
$372K – – –
BWA
1475
BDO Wealth Advisors
Florida
$372K +$47.4K +278 +14%