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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
BW
1501
Basepoint Wealth
Iowa
$903K -$11K -39 -1%
Avantax Planning Partners
1502
Avantax Planning Partners
Iowa
$901K +$281 +1 +0%
BTD
1503
BankPlus Trust Department
Mississippi
$900K +$426K +1,512 +115%
OL
1504
one8zero8 LLC
North Carolina
$900K – – –
EB
1505
Exchange Bank
California
$899K -$47.8K -170 -6%
WPW
1506
Warther Private Wealth
Ohio
$899K -$408K -1,449 -34%
CW
1507
Channel Wealth
California
$898K – – –
CBT
1508
CoreFirst Bank & Trust
Kansas
$896K – – –
RI
1509
Ridgewood Investments
New Jersey
$896K – – –
YIM
1510
Yoffe Investment Management
Pennsylvania
$894K – – –
McIlrath & Eck
1511
McIlrath & Eck
Washington
$894K – – –
KA
1512
Kearns & Associates
California
$893K – – –
PWP
1513
Pursue Wealth Partners
California
$893K – – –
VFA
1514
Values First Advisors
Tennessee
$892K +$273K +970 +53%
FFA
1515
Fortune Financial Advisors
Kansas
$891K -$9.29K -33 -1%
MWS
1516
MFA Wealth Services
California
$889K -$18K -64 -2%
APWA
1517
Atlas Private Wealth Advisors
New Jersey
$889K +$13.2K +47 +2%
Guardian Wealth Advisors (North Carolina)
1518
Guardian Wealth Advisors (North Carolina)
North Carolina
$889K -$6.47K -23 -0.8%
MAM
1519
Milestone Asset Management
Pennsylvania
$889K -$3.67M -13,041 -82%
Founders Financial Securities
1520
Founders Financial Securities
Maryland
$887K -$6.76K -24 -0.9%
HGA
1521
Hobbs Group Advisors
South Carolina
$887K – – –
Nilsine Partners
1522
Nilsine Partners
Colorado
$887K +$63.9K +227 +9%
Financiere des Professionnels
1523
Financiere des Professionnels
Quebec, Canada
$887K +$782K +2,780 New
UCB
1524
United Community Bank
South Carolina
$884K -$135K -481 -15%
FFT Wealth Management
1525
FFT Wealth Management
Pennsylvania
$884K – – –