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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
HAIM
1476
Hunter Associates Investment Management
Pennsylvania
$473K – – –
BWA
1477
Burt Wealth Advisors
Maryland
$471K – – –
MAM
1478
McLean Asset Management
Virginia
$470K -$14.6K -91 -4%
TIA
1479
Traphagen Investment Advisors
New Jersey
$470K +$2.25K +14 +0.6%
BA
1480
Ballast Advisors
Minnesota
$470K -$7.24K -45 -2%
PVM
1481
Palogic Value Management
Texas
$469K – – –
SCM
1482
Sage Capital Management
New Jersey
$469K +$403K +2,506 New
FMLI
1483
Fukoku Mutual Life Insurance
Japan
$469K – – –
PWP
1484
Pursue Wealth Partners
California
$468K – – –
ACM
1485
Accent Capital Management
Ohio
$468K +$402K +2,500 New
SPWG
1486
Sage Private Wealth Group
Illinois
$466K +$59.4K +369 +17%
GAM
1487
Garrison Asset Management
Arkansas
$465K -$12.1K -75 -3%
AO
1488
Advisor OS
Illinois
$465K +$54.4K +338 +16%
AIM
1489
Achmea Investment Management
Netherlands
$464K -$2.75M -17,106 -87%
PWMG
1490
Prestige Wealth Management Group
New Jersey
$462K +$32.5K +202 +9%
CAM
1491
Covenant Asset Management
New Jersey
$461K – – –
MFT
1492
Moisand Fitzgerald Tamayo
Florida
$459K -$1.13K -7 -0.3%
MPPLM
1493
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$459K +$7.24K +45 +2%
RHAM
1494
Round Hill Asset Management
California
$458K – – –
FFA
1495
Founders Financial Alliance
North Carolina
$458K +$43.5K +270 +12%
SCA
1496
Stonebridge Capital Advisors
Minnesota
$457K +$69.5K +432 +22%
LAM
1497
Lewis Asset Management
California
$456K +$392K +2,435 New
BG
1498
Benedetti & Gucer
Georgia
$456K -$6.76K -42 -2%
BOM
1499
Bank of Marin
California
$455K +$122K +755 +45%
Capstone Investment Advisors
1500
Capstone Investment Advisors
New York
$455K -$2.69M -16,718 -87%