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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
CCWM
1526
Cassaday & Co Wealth Management
Virginia
$360K +$34.8K +210 +11%
MWM
1527
Merriman Wealth Management
Washington
$360K +$362K +2,180 New
Kayne Anderson Rudnick Investment Management
1528
Kayne Anderson Rudnick Investment Management
California
$358K
RPC
1529
Rossmore Private Capital
Connecticut
$358K -$1.49K -9 -0.4%
PWMG
1530
Provence Wealth Management Group
California
$357K +$76.3K +460 +27%
YC
1531
Yarbrough Capital
Tennessee
$356K +$4.81K +29 +1%
FCM
1532
Fairbanks Capital Management
California
$356K +$49.8K +300 +16%
GIM
1533
Greylin Investment Management
Virginia
$355K
SPWG
1534
Sage Private Wealth Group
Illinois
$354K -$24.6K -148 -6%
SWM
1535
Silverlake Wealth Management
Vermont
$353K -$19.1K -115 -5%
SFG
1536
StrategIQ Financial Group
Indiana
$353K +$4.81K +29 +1%
DCM
1537
Donaldson Capital Management
Indiana
$353K
CWG
1538
Cornerstone Wealth Group
North Carolina
$353K
TA
1539
Trellis Advisors
Washington
$352K +$17.4K +105 +5%
FCP
1540
Fidelis Capital Partners
Florida
$352K +$383K +2,307 New
AWE
1541
Avidian Wealth Enterprises
Texas
$351K +$6.14K +37 +2%
EFG
1542
Everhart Financial Group
Ohio
$349K +$86.8K +523 +33%
APP
1543
Avantax Planning Partners
Iowa
$348K -$9.29K -56 -3%
AWM
1544
Aberdeen Wealth Management
Illinois
$348K -$18.2K -110 -5%
HA
1545
HC Advisors
Georgia
$348K +$166 +1 +0%
NA
1546
Navellier & Associates
Nevada
$346K -$16.6K -100 -5%
LAI
1547
Legal Advantage Investments
California
$346K +$348K +2,100 New
PFS
1548
Physicians Financial Services
North Carolina
$341K
HIG
1549
Heritage Investment Group
Florida
$341K +$82.6K +498 +32%
OWM
1550
OneAscent Wealth Management
Alabama
$341K +$95.1K +573 +38%