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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
SFG
1476
StrategIQ Financial Group
Indiana
$395K +$20.7K +128 +6%
PGAM
1477
Princeton Global Asset Management
New Jersey
$395K
RMCM
1478
Reynders McVeigh Capital Management
Massachusetts
$395K
ATFA
1479
All Terrain Financial Advisors
Minnesota
$394K
MIM
1480
Morningstar Investment Management
Illinois
$391K +$362K +2,242 New
WKSWA
1481
White Knight Strategic Wealth Advisors
New Jersey
$390K +$3.07K +19 +0.9%
QPW
1482
Quantum Private Wealth
Florida
$390K
GSC
1483
G&S Capital
Colorado
$388K -$2.9K -18 -0.8%
CIM
1484
Contravisory Investment Management
Massachusetts
$388K +$6.13K +38 +2%
VWM
1485
Venturi Wealth Management
Texas
$387K +$1.77K +11 +0.5%
TIA
1486
Tiemann Investment Advisors
California
$386K +$4.03K +25 +1%
PHAM
1487
Palisades Hudson Asset Management
Florida
$386K -$63.9K -396 -15%
BHWM
1488
Bar Harbor Wealth Management
New Hampshire
$385K -$11K -68 -3%
SFG
1489
Sunburst Financial Group
Alabama
$385K
MPPLM
1490
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$384K -$53.7K -333 -13%
Members Trust
1491
Members Trust
Florida
$384K +$356K +2,204 New
PWW
1492
Pettyjohn Wood & White
Virginia
$384K
DWM
1493
Dechtman Wealth Management
Colorado
$384K +$355K +2,203 New
WC
1494
Wexford Capital
Florida
$383K +$80.7K +500 +29%
Wealth Enhancement Advisory Services
1495
Wealth Enhancement Advisory Services
Minnesota
$383K -$168K -1,039 -32%
DDPIC
1496
Deroy & Devereaux Private Investment Counsel
Michigan
$383K
LSV Asset Management
1497
LSV Asset Management
Illinois
$383K +$355K +2,200 New
DCM
1498
Donaldson Capital Management
Indiana
$383K +$9.2K +57 +3%
WA
1499
Wealth Architects
California
$382K -$9.36K -58 -3%
AO
1500
Advisor OS
Illinois
$381K +$109K +676 +45%