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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
MRCM
1526
M&R Capital Management
New Jersey
$429K +$322 +2 +0.1%
WKSWA
1527
White Knight Strategic Wealth Advisors
New Jersey
$428K -$19.3K -120 -5%
PG
1528
Patten Group
Tennessee
$427K -$8.05K -50 -2%
SFG
1529
Sunburst Financial Group
Alabama
$427K +$10.8K +67 +3%
CT
1530
Columbia Trust
Oregon
$427K +$18.5K +115 +5%
PGAM
1531
Princeton Global Asset Management
New Jersey
$425K
ATFA
1532
All Terrain Financial Advisors
Minnesota
$423K
CST
1533
Charles Schwab Trust
Nevada
$422K -$1.93K -12 -0.5%
HA
1534
Herold Advisors
New York
$422K
QPW
1535
Quantum Private Wealth
Florida
$420K
WA
1536
Wealth Architects
California
$419K +$11.9K +74 +3%
WS
1537
Wela Strategies
Georgia
$418K +$14K +87 +4%
AAP
1538
Arax Advisory Partners
Colorado
$418K +$81.5K +506 +29%
VWM
1539
Venturi Wealth Management
Texas
$418K +$48K +298 +15%
PHAM
1540
Palisades Hudson Asset Management
Florida
$416K +$644 +4 +0.2%
AC
1541
Addison Capital
Pennsylvania
$416K -$44.3K -275 -11%
DWM
1542
Dechtman Wealth Management
Colorado
$415K +$1.29K +8 +0.4%
WPC
1543
Waters Parkerson & Co
Louisiana
$415K +$8.85K +55 +3%
GSC
1544
G&S Capital
Colorado
$414K -$4.99K -31 -1%
SWA
1545
Stratos Wealth Advisors
Ohio
$413K -$65.8K -409 -16%
Kayne Anderson Rudnick Investment Management
1546
Kayne Anderson Rudnick Investment Management
California
$413K +$4.35K +27 +1%
PWW
1547
Pettyjohn Wood & White
Virginia
$413K
MAM
1548
Mystic Asset Management
Rhode Island
$411K +$22.7K +141 +7%
FCA
1549
FinTrust Capital Advisors
South Carolina
$411K +$32K +199 +10%
UWS
1550
Unique Wealth Strategies
Illinois
$411K +$353K +2,191 New