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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
CIM
1526
Contravisory Investment Management
Massachusetts
$361K -$15.8K -95 -4%
CCWM
1527
Cassaday & Co Wealth Management
Virginia
$360K +$34.8K +210 +11%
MWM
1528
Merriman Wealth Management
Washington
$360K +$362K +2,180 New
Kayne Anderson Rudnick Investment Management
1529
Kayne Anderson Rudnick Investment Management
California
$358K – – –
RPC
1530
Rossmore Private Capital
Connecticut
$358K -$1.49K -9 -0.4%
PWMG
1531
Provence Wealth Management Group
California
$357K +$76.3K +460 +27%
YC
1532
Yarbrough Capital
Tennessee
$356K +$4.81K +29 +1%
FCM
1533
Fairbanks Capital Management
California
$356K +$49.8K +300 +16%
GIM
1534
Greylin Investment Management
Virginia
$355K – – –
SPWG
1535
Sage Private Wealth Group
Illinois
$354K -$24.6K -148 -6%
SWM
1536
Silverlake Wealth Management
Vermont
$353K -$19.1K -115 -5%
SFG
1537
StrategIQ Financial Group
Indiana
$353K +$4.81K +29 +1%
DCM
1538
Donaldson Capital Management
Indiana
$353K – – –
CWG
1539
Cornerstone Wealth Group
North Carolina
$353K – – –
TA
1540
Trellis Advisors
Washington
$352K +$17.4K +105 +5%
FCP
1541
Fidelis Capital Partners
Florida
$352K +$383K +2,307 New
AWE
1542
Avidian Wealth Enterprises
Texas
$351K +$6.14K +37 +2%
EFG
1543
Everhart Financial Group
Ohio
$349K +$86.8K +523 +33%
APP
1544
Avantax Planning Partners
Iowa
$348K -$9.29K -56 -3%
AWM
1545
Aberdeen Wealth Management
Illinois
$348K -$18.2K -110 -5%
HA
1546
HC Advisors
Georgia
$348K +$166 +1 +0%
NA
1547
Navellier & Associates
Nevada
$346K -$16.6K -100 -5%
LAI
1548
Legal Advantage Investments
California
$346K +$348K +2,100 New
PFS
1549
Physicians Financial Services
North Carolina
$341K – – –
HIG
1550
Heritage Investment Group
Florida
$341K +$82.6K +498 +32%