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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
APIM
1501
Agate Pass Investment Management
Washington
$453K -$80.5K -500 -17%
LFG
1502
Larson Financial Group
Missouri
$453K +$966 +6 +0.2%
SRC
1503
Shufro Rose & Co
New York
$452K – – –
WIM
1504
Wittenberg Investment Management
Massachusetts
$451K – – –
HCM
1505
Howland Capital Management
Massachusetts
$451K -$2.74K -17 -0.7%
LIA
1506
LS Investment Advisors
Michigan
$451K – – –
ACM
1507
AUA Capital Management
Pennsylvania
$450K – – –
CIM
1508
Confluence Investment Management
Missouri
$450K – – –
9WM
1509
9258 Wealth Management
Ohio
$449K – – –
WIA
1510
Westbourne Investment Advisors
Maryland
$449K – – –
Members Trust
1511
Members Trust
Florida
$447K +$28.2K +175 +8%
MSWM
1512
McGlone Suttner Wealth Management
Wisconsin
$447K +$25.6K +159 +7%
WCG
1513
Weaver Consulting Group
California
$445K – – –
SFG
1514
StrategIQ Financial Group
Indiana
$442K +$33K +205 +10%
BHIA
1515
Birch Hill Investment Advisors
Massachusetts
$442K -$32.2K -200 -8%
AC
1516
Allstate Corporation
Illinois
$441K -$13.7K -85 -3%
DDPIC
1517
Deroy & Devereaux Private Investment Counsel
Michigan
$440K +$24.1K +150 +7%
MSA
1518
Marino Stram & Associates
Massachusetts
$440K – – –
LFA
1519
Legacy Financial Advisors
Kentucky
$439K +$25.1K +156 +7%
WP
1520
WMS Partners
Maryland
$439K -$65.4K -406 -15%
RWP
1521
Ridgecrest Wealth Partners
California
$438K +$58.3K +362 +18%
FFA
1522
Farther Finance Advisors
California
$434K +$113K +699 +43%
FC
1523
Forte Capital
New York
$432K +$79.2K +492 +27%
LCWP
1524
Legacy Capital Wealth Partners
Arkansas
$432K -$8.85K -55 -2%
OPOWM
1525
One Plus One Wealth Management
Florida
$431K – – –