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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
SG
1476
StoneX Group
New York
$395K -$16.8K -104 -4%
SFG
1477
StrategIQ Financial Group
Indiana
$395K +$20.7K +128 +6%
PGAM
1478
Princeton Global Asset Management
New Jersey
$395K – – –
RMCM
1479
Reynders McVeigh Capital Management
Massachusetts
$395K – – –
ATFA
1480
All Terrain Financial Advisors
Minnesota
$394K – – –
MIM
1481
Morningstar Investment Management
Illinois
$391K +$362K +2,242 New
WKSWA
1482
White Knight Strategic Wealth Advisors
New Jersey
$390K +$3.07K +19 +0.9%
QPW
1483
Quantum Private Wealth
Florida
$390K – – –
GSC
1484
G&S Capital
Colorado
$388K -$2.9K -18 -0.8%
CIM
1485
Contravisory Investment Management
Massachusetts
$388K +$6.13K +38 +2%
VWM
1486
Venturi Wealth Management
Texas
$387K +$1.77K +11 +0.5%
TIA
1487
Tiemann Investment Advisors
California
$386K +$4.03K +25 +1%
PHAM
1488
Palisades Hudson Asset Management
Florida
$386K -$63.9K -396 -15%
BHWM
1489
Bar Harbor Wealth Management
New Hampshire
$385K -$11K -68 -3%
SFG
1490
Sunburst Financial Group
Alabama
$385K – – –
MPPLM
1491
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$384K -$53.7K -333 -13%
Members Trust
1492
Members Trust
Florida
$384K +$356K +2,204 New
PWW
1493
Pettyjohn Wood & White
Virginia
$384K – – –
DWM
1494
Dechtman Wealth Management
Colorado
$384K +$355K +2,203 New
WC
1495
Wexford Capital
Florida
$383K +$80.7K +500 +29%
Wealth Enhancement Advisory Services
1496
Wealth Enhancement Advisory Services
Minnesota
$383K -$168K -1,039 -32%
DDPIC
1497
Deroy & Devereaux Private Investment Counsel
Michigan
$383K – – –
LSV Asset Management
1498
LSV Asset Management
Illinois
$383K +$355K +2,200 New
DCM
1499
Donaldson Capital Management
Indiana
$383K +$9.2K +57 +3%
WA
1500
Wealth Architects
California
$382K -$9.36K -58 -3%