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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
9WM
1526
9258 Wealth Management
Ohio
$401K -$1.81K -10 -0.5%
SFG
1527
StrategIQ Financial Group
Indiana
$400K +$361 +2 +0.1%
SWM
1528
Silverlake Wealth Management
Vermont
$398K – – –
GDP
1529
Great Diamond Partners
Maine
$398K -$11.2K -62 -3%
Rafferty Asset Management
1530
Rafferty Asset Management
New York
$398K +$385K +2,131 New
DCM
1531
Donaldson Capital Management
Indiana
$397K +$383K +2,122 New
ESB
1532
Essex Savings Bank
Connecticut
$396K +$2.35K +13 +0.6%
TFA
1533
Toth Financial Advisory
Virginia
$395K +$361 +2 +0.1%
WDG
1534
Wealth Dimensions Group
Ohio
$395K +$16.3K +90 +4%
HA
1535
HC Advisors
Georgia
$394K +$181 +1 +0%
DIM
1536
Delta Investment Management
California
$392K – – –
BWM
1537
BNC Wealth Management
Oregon
$392K +$29.6K +164 +8%
DGAM
1538
Desjardins Global Asset Management
Quebec, Canada
$390K -$22.8K -126 -6%
AP
1539
Adero Partners
California
$390K -$4.7K -26 -1%
KMWM
1540
Keudell/Morrison Wealth Management
Oregon
$390K -$3.61K -20 -1%
PCMC
1541
Private Capital Management (Colorado)
Colorado
$388K +$10.1K +56 +3%
HC
1542
Hamilton Capital
Ohio
$387K -$370K -2,051 -50%
WCM
1543
Whitener Capital Management
North Carolina
$385K -$16.3K -90 -4%
KPW
1544
Kore Private Wealth
New York
$385K +$23.7K +131 +7%
TWM
1545
Tradition Wealth Management
Minnesota
$384K -$361 -2 -0.1%
RCA
1546
Ranch Capital Advisors
Florida
$384K – – –
CST
1547
Charles Schwab Trust
Nevada
$383K – – –
GIM
1548
Greylin Investment Management
Virginia
$383K – – –
TCM
1549
Triumph Capital Management
Colorado
$382K +$722 +4 +0.2%
WA
1550
Waddell & Associates
Tennessee
$382K +$369K +2,043 New