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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
SFG
1526
StrategIQ Financial Group
Indiana
$400K +$361 +2 +0.1%
SWM
1527
Silverlake Wealth Management
Vermont
$398K
GDP
1528
Great Diamond Partners
Maine
$398K -$11.2K -62 -3%
Rafferty Asset Management
1529
Rafferty Asset Management
New York
$398K +$385K +2,131 New
DCM
1530
Donaldson Capital Management
Indiana
$397K +$383K +2,122 New
ESB
1531
Essex Savings Bank
Connecticut
$396K +$2.35K +13 +0.6%
TFA
1532
Toth Financial Advisory
Virginia
$395K +$361 +2 +0.1%
WDG
1533
Wealth Dimensions Group
Ohio
$395K +$16.3K +90 +4%
HA
1534
HC Advisors
Georgia
$394K +$181 +1 +0%
DIM
1535
Delta Investment Management
California
$392K
BWM
1536
BNC Wealth Management
Oregon
$392K +$29.6K +164 +8%
DGAM
1537
Desjardins Global Asset Management
Quebec, Canada
$390K -$22.8K -126 -6%
AP
1538
Adero Partners
California
$390K -$4.7K -26 -1%
KMWM
1539
Keudell/Morrison Wealth Management
Oregon
$390K -$3.61K -20 -1%
PCMC
1540
Private Capital Management (Colorado)
Colorado
$388K +$10.1K +56 +3%
HC
1541
Hamilton Capital
Ohio
$387K -$370K -2,051 -50%
WCM
1542
Whitener Capital Management
North Carolina
$385K -$16.3K -90 -4%
KPW
1543
Kore Private Wealth
New York
$385K +$23.7K +131 +7%
TWM
1544
Tradition Wealth Management
Minnesota
$384K -$361 -2 -0.1%
RCA
1545
Ranch Capital Advisors
Florida
$384K
CST
1546
Charles Schwab Trust
Nevada
$383K
GIM
1547
Greylin Investment Management
Virginia
$383K
TCM
1548
Triumph Capital Management
Colorado
$382K +$722 +4 +0.2%
WA
1549
Waddell & Associates
Tennessee
$382K +$369K +2,043 New
BAS
1550
Brown Advisory Securities
Maryland
$381K -$217K -1,200 -37%