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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
PP
1451
PDS Planning
Ohio
$676K +$695 +3 +0.1%
TLCM
1452
Twin Lakes Capital Management
California
$674K +$695 +3 +0.1%
LAI
1453
Legal Advantage Investments
California
$671K – – –
ITIM
1454
Indiana Trust & Investment Management
Indiana
$667K +$79.9K +345 +14%
NP
1455
Nilsine Partners
Colorado
$667K +$8.8K +38 +1%
PWG
1456
Portside Wealth Group
Utah
$665K -$50.5K -218 -7%
BHB
1457
Bank Hapoalim BM
Israel
$665K – – –
KCPG
1458
Kavar Capital Partners Group
Kansas
$664K – – –
SB
1459
Strategic Blueprint
Georgia
$663K +$22K +95 +3%
HGA
1460
Hobbs Group Advisors
South Carolina
$663K +$663K +2,863 New
John W. Bristol & Co
1461
John W. Bristol & Co
New York
$660K – – –
V
1462
VeraBank
Texas
$659K -$11.6K -50 -2%
AC
1463
Abbrea Capital
California
$657K -$47.5K -205 -7%
Brooklyn Investment Group
1464
Brooklyn Investment Group
New York
$657K – – –
AC
1465
ASB Consultores
Florida
$655K -$260K -1,123 -28%
USB
1466
Union Savings Bank
Connecticut
$653K -$22.2K -96 -3%
RCIM
1467
Red Cedar Investment Management
Michigan
$652K +$652K +2,814 New
GLLW
1468
Graves Light Lenhart Wealth
Virginia
$651K – – –
Great Valley Advisor Group
1469
Great Valley Advisor Group
Delaware
$650K -$35.9K -155 -5%
CBT
1470
CoreFirst Bank & Trust
Kansas
$650K -$3.47K -15 -0.5%
ME
1471
McIlrath & Eck
Washington
$649K – – –
MIM
1472
Meridiem Investment Management
United Kingdom
$649K – – –
KA
1473
Kearns & Associates
California
$648K – – –
PWP
1474
Pursue Wealth Partners
California
$648K +$69.5K +300 +12%
AF
1475
Arrow Financial
New York
$647K -$32.4K -140 -5%