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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
MSA
1476
Marino Stram & Associates
Massachusetts
$313K -$466K -2,789 -60%
SWM
1477
Stockman Wealth Management
Montana
$312K -$836 -5 -0.3%
FB
1478
First Bancorp
Maine
$312K +$311K +1,863 New
WCM
1479
Washington Capital Management
Washington
$312K
VWM
1480
Valley Wealth Managers
New Jersey
$311K -$16.7K -100 -5%
BFPW
1481
BOK Financial Private Wealth
Colorado
$311K +$44.1K +264 +17%
WRM
1482
Weybosset Research & Management
Rhode Island
$310K -$16.7K -100 -5%
NA
1483
Nottingham Advisors
New York
$309K
HC
1484
Hamilton Capital
Ohio
$309K +$308K +1,845 New
IAN
1485
Integrated Advisors Network
Texas
$308K -$15.4K -92 -5%
RFA
1486
Reilly Financial Advisors
California
$307K
KWA
1487
KCS Wealth Advisory
California
$306K -$51.8K -310 -15%
CIC
1488
Carnegie Investment Counsel
Ohio
$305K
WWM
1489
Wolff Wiese Magana
California
$305K +$48.7K +291 +19%
TA
1490
Trellis Advisors
Washington
$304K
FFA
1491
Founders Financial Alliance
North Carolina
$304K +$1.17K +7 +0.4%
1WA
1492
180 Wealth Advisors
Washington
$303K -$60.5K -362 -17%
GWS
1493
Glassman Wealth Services
Virginia
$303K -$6.35K -38 -2%
PA
1494
Probity Advisors
Texas
$302K -$22.4K -134 -7%
W
1495
Wealthquest
Ohio
$302K -$7.19K -43 -2%
FMW
1496
Farr Miller & Washington
District of Columbia
$302K
NCM
1497
Northside Capital Management
Oregon
$302K
GIA
1498
Granite Investment Advisors
New Hampshire
$301K
ATC
1499
Adirondack Trust Company
New York
$300K -$8.36K -50 -3%
HWA
1500
HHM Wealth Advisors
Tennessee
$297K