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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
MW
1476
Marcum Wealth
Ohio
$372K +$55.6K +326 +17%
WPC
1477
Waters Parkerson & Co
Louisiana
$371K -$27.8K -163 -7%
CPIA
1478
Cornell Pochily Investment Advisors
New York
$371K +$682 +4 +0.2%
ATFA
1479
All Terrain Financial Advisors
Minnesota
$370K -$154K -901 -29%
OAM
1480
Oak Asset Management
California
$370K – – –
RW
1481
Rede Wealth
Virginia
$368K +$8.7K +51 +2%
LFAS
1482
Level Four Advisory Services
Texas
$368K +$24.4K +143 +7%
FA
1483
Financial Advisors
Massachusetts
$366K – – –
QPW
1484
Quantum Private Wealth
Florida
$366K +$382K +2,240 New
AWM
1485
Aberdeen Wealth Management
Illinois
$363K -$7.67K -45 -2%
LWM
1486
Laidlaw Wealth Management
New York
$362K +$38.2K +224 +11%
DGAM
1487
Desjardins Global Asset Management
Quebec, Canada
$362K +$378K +2,215 New
CQS
1488
Credential Qtrade Securities
$361K -$14.7K -86 -4%
FBT
1489
First Bankers Trust
Kentucky
$360K -$34.1K -200 -8%
NAMP
1490
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$360K +$8.53K +50 +2%
EA
1491
Echo45 Advisors
California
$360K +$375K +2,202 New
MFG
1492
MidWestOne Financial Group
Iowa
$358K – – –
GDP
1493
Great Diamond Partners
Maine
$358K +$22K +129 +6%
WAOTB
1494
Wealth Advisors of Tampa Bay
Florida
$358K +$373K +2,190 New
Kayne Anderson Rudnick Investment Management
1495
Kayne Anderson Rudnick Investment Management
California
$355K +$2.56K +15 +0.7%
SCA
1496
Stonebridge Capital Advisors
Minnesota
$354K -$66.2K -388 -15%
9WM
1497
9258 Wealth Management
Ohio
$353K +$1.88K +11 +0.5%
TIA
1498
Tiemann Investment Advisors
California
$353K +$3.58K +21 +1%
1WM
1499
1900 Wealth Management
Texas
$353K +$368K +2,157 New
CWM
1500
Chemistry Wealth Management
New York
$352K +$367K +2,151 New