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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
ATFA
1501
All Terrain Financial Advisors
Minnesota
$422K – – –
OAM
1502
Oak Asset Management
California
$422K – – –
RW
1503
Rede Wealth
Virginia
$422K +$2.17K +12 +0.5%
SB
1504
Strategic Blueprint
Georgia
$422K +$48.9K +271 +14%
OTL
1505
Oak Thistle LLC
New York
$422K +$408K +2,258 New
LFAS
1506
Level Four Advisory Services
Texas
$421K +$361 +2 +0.1%
JSW
1507
Journey Strategic Wealth
New Jersey
$419K -$7.22K -40 -2%
CIA
1508
Caerus Investment Advisors
Texas
$419K – – –
FA
1509
Financial Advisors
Massachusetts
$419K – – –
FCM
1510
Fairbanks Capital Management
California
$418K -$22.2K -123 -5%
KFA
1511
Krane Funds Advisors
New York
$418K -$13.4K -74 -3%
QPW
1512
Quantum Private Wealth
Florida
$418K – – –
WPC
1513
Waters Parkerson & Co
Louisiana
$417K -$7.04K -39 -2%
HI
1514
Humankind Investments
New York
$416K -$35K -194 -8%
AWM
1515
Aberdeen Wealth Management
Illinois
$415K – – –
CT
1516
Columbia Trust
Oregon
$414K +$12.3K +68 +3%
CG
1517
Carmignac Gestion
France
$413K +$399K +2,207 New
ONGA
1518
O'Neil Global Advisors
California
$411K +$397K +2,200 New
MFG
1519
MidWestOne Financial Group
Iowa
$409K – – –
MTIC
1520
Missouri Trust & Investment Company
Missouri
$408K -$63.4K -351 -14%
HIA
1521
Harbor Investment Advisory
Maryland
$405K +$21.1K +117 +6%
ATC
1522
Adirondack Trust Company
New York
$405K +$82.9K +459 +27%
Kayne Anderson Rudnick Investment Management
1523
Kayne Anderson Rudnick Investment Management
California
$403K -$2.71K -15 -0.7%
EDRH
1524
Edmond de Rothschild Holding
Switzerland
$402K -$1.87M -10,343 -83%
NLP
1525
Next Level Private
New York
$402K – – –