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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
SB
1526
Strategic Blueprint
Georgia
$308K -$5.78K -35 -2%
AWM
1527
Aberdeen Wealth Management
Illinois
$308K – – –
FWIA
1528
Fort Washington Investment Advisors
Ohio
$307K -$3.42M -20,688 -90%
BHWM
1529
Bar Harbor Wealth Management
New Hampshire
$307K -$55.5K -336 -13%
CBT
1530
Central Bank & Trust
Kentucky
$305K -$19K -115 -5%
FCA
1531
FinTrust Capital Advisors
South Carolina
$305K +$24K +145 +8%
PWW
1532
Pettyjohn Wood & White
Virginia
$305K +$133K +806 +58%
PPW
1533
Pinnacle Private Wealth
Massachusetts
$304K -$31.2K -189 -8%
MFG
1534
MidWestOne Financial Group
Iowa
$303K – – –
AP
1535
Adero Partners
California
$303K +$14.7K +89 +4%
SN
1536
Sittner & Nelson
Oregon
$300K +$78.6K +476 +28%
LFAS
1537
Level Four Advisory Services
Texas
$299K -$16K -97 -4%
Kayne Anderson Rudnick Investment Management
1538
Kayne Anderson Rudnick Investment Management
California
$299K – – –
TFA
1539
Toth Financial Advisory
Virginia
$299K +$7.27K +44 +2%
AWM
1540
Aprio Wealth Management
Georgia
$299K +$356K +2,157 New
FBB
1541
Fulton Breakefield Broenniman
Maryland
$299K +$357K +2,159 New
HIA
1542
Harbor Investment Advisory
Maryland
$298K -$2.97K -18 -0.8%
9WM
1543
9258 Wealth Management
Ohio
$298K +$826 +5 +0.2%
GIM
1544
Greylin Investment Management
Virginia
$298K +$16.5K +100 +5%
PCM
1545
Prelude Capital Management
New York
$298K +$356K +2,153 New
BCM
1546
Blume Capital Management
California
$297K +$79.8K +483 +29%
YC
1547
Yarbrough Capital
Tennessee
$296K -$102K -615 -22%
HC
1548
Hamilton Capital
Ohio
$295K +$9.41K +57 +3%
MMC
1549
Mizuho Markets Cayman
Cayman Islands
$295K +$352K +2,130 New
CNBTD
1550
Citizens National Bank Trust Department
Mississippi
$294K +$30.6K +185 +10%