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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
MW
1451
Marcum Wealth
Ohio
$649K +$37.7K +182 +7%
NP
1452
Nilsine Partners
Colorado
$647K -$17.8K -86 -3%
BB
1453
Burford Brothers
Texas
$647K +$50.4K +243 +9%
CBT
1454
CoreFirst Bank & Trust
Kansas
$643K -$5.18K -25 -0.9%
QPWM
1455
Quadrant Private Wealth Management
Pennsylvania
$642K -$22.2K -107 -4%
ME
1456
McIlrath & Eck
Washington
$638K
KA
1457
Kearns & Associates
California
$638K
MIM
1458
Meridiem Investment Management
United Kingdom
$638K
GLLW
1459
Graves Light Lenhart Wealth
Virginia
$634K
FFA
1460
Fortune Financial Advisors
Kansas
$634K -$12.4K -60 -2%
AC
1461
Avestar Capital
New York
$633K +$158K +760 +38%
SB
1462
Strategic Blueprint
Georgia
$631K -$34.2K -165 -6%
Bank Julius Baer & Co
1463
Bank Julius Baer & Co
Switzerland
$630K -$639K -3,080 -53%
HDIM
1464
Hanson & Doremus Investment Management
Vermont
$630K -$12.2K -59 -2%
PWM
1465
Partnership Wealth Management
Maryland
$627K +$829 +4 +0.1%
GWANC
1466
Guardian Wealth Advisors (North Carolina)
North Carolina
$626K +$16K +77 +3%
MIP
1467
Marietta Investment Partners
Wisconsin
$626K
DA
1468
Doliver Advisors
Texas
$626K -$27.4K -132 -5%
MFA
1469
Millington Financial Advisors
Illinois
$621K
T
1470
TNF
Montana
$621K
MFG
1471
Midwest Financial Group
Kansas
$620K
TSWM
1472
Triangle Securities Wealth Management
North Carolina
$617K
BHWM
1473
Bar Harbor Wealth Management
New Hampshire
$617K +$127K +612 +29%
MA
1474
MCF Advisors
Kentucky
$616K -$251K -1,211 -31%
FFA
1475
Farther Finance Advisors
California
$616K +$81.5K +393 +17%