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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
AO
1501
Advisor OS
Illinois
$381K +$109K +676 +45%
LFA
1502
Legacy Financial Advisors
Kentucky
$381K +$26.6K +165 +8%
PWMG
1503
Provence Wealth Management Group
California
$381K +$3.87K +24 +1%
MAM
1504
Mystic Asset Management
Rhode Island
$380K -$8.07K -50 -2%
EAM
1505
Eagle Asset Management
Florida
$379K +$122K +756 +53%
Kayne Anderson Rudnick Investment Management
1506
Kayne Anderson Rudnick Investment Management
California
$379K +$807 +5 +0.2%
SWMP
1507
Signature Wealth Management Partners
New Jersey
$378K +$44.4K +275 +15%
RPC
1508
Rossmore Private Capital
Connecticut
$378K – – –
APP
1509
Avantax Planning Partners
Iowa
$377K +$8.39K +52 +2%
YC
1510
Yarbrough Capital
Tennessee
$376K – – –
EFG
1511
Everhart Financial Group
Ohio
$376K +$7.1K +44 +2%
WPC
1512
Waters Parkerson & Co
Louisiana
$376K -$8.71K -54 -2%
HBW
1513
Hazlett, Burt & Watson
West Virginia
$376K -$6.94K -43 -2%
CT
1514
Columbia Trust
Oregon
$376K +$18.6K +115 +6%
EFSCE
1515
Enterprise Financial Services Corp (EFSC)
Missouri
$375K +$101K +627 +41%
MSWM
1516
McGlone Suttner Wealth Management
Wisconsin
$375K +$18.1K +112 +5%
GIM
1517
Greylin Investment Management
Virginia
$375K – – –
1IA
1518
1834 Investment Advisors
Wisconsin
$374K +$94.4K +585 +37%
OAM
1519
Oak Asset Management
California
$374K -$16.1K -100 -4%
SWM
1520
Silverlake Wealth Management
Vermont
$373K – – –
FCM
1521
Fairbanks Capital Management
California
$373K -$2.42K -15 -0.7%
MS
1522
Maven Securities
Jersey
$369K +$342K +2,121 New
NLP
1523
Next Level Private
New York
$369K +$347K +2,151 New
BCM
1524
Blume Capital Management
California
$368K +$10.2K +63 +3%
HA
1525
HC Advisors
Georgia
$368K +$161 +1 +0%