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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
GLLW
1551
Graves Light Lenhart Wealth
Virginia
$913K -$318 -1 -0%
ITIM
1552
Indiana Trust & Investment Management
Indiana
$912K – – –
AA
1553
Alta Advisers
United Kingdom
$911K – – –
LA
1554
Lifeworks Advisors
Michigan
$911K – – –
C
1555
Certuity
Florida
$910K +$411K +1,293 +89%
AFP
1556
Ausdal Financial Partners
Iowa
$909K +$442K +1,390 +103%
MFG
1557
Midwest Financial Group
Kansas
$908K – – –
SIA
1558
SkyView Investment Advisors
New Jersey
$907K -$126K -396 -14%
BTWM
1559
Baker Tilly Wealth Management
Wisconsin
$907K +$608K +1,912 +234%
MP
1560
Mangrove Partners
Connecticut
$905K +$867K +2,725 New
OCM
1561
Orleans Capital Management
Louisiana
$902K -$391K -1,230 -31%
PWPS
1562
Pinnacle Wealth Planning Services
Ohio
$900K -$12.1K -38 -1%
HAIM
1563
Hunter Associates Investment Management
Pennsylvania
$898K – – –
HFM
1564
Hartford Financial Management
Connecticut
$896K -$178K -560 -17%
TSWM
1565
Triangle Securities Wealth Management
North Carolina
$893K +$219K +689 +34%
BDA
1566
Borer Denton & Associates
Pennsylvania
$892K – – –
SWM
1567
Sendero Wealth Management
Texas
$890K -$204K -641 -19%
EB
1568
Exchange Bank
California
$890K -$44.5K -140 -5%
LIA
1569
LS Investment Advisors
Michigan
$889K +$85.9K +270 +11%
CM
1570
Castleark Management
Illinois
$889K – – –
CAGAS
1571
Capital Advisory Group Advisory Services
Minnesota
$886K +$158K +497 +23%
PWA
1572
Provenance Wealth Advisors
Florida
$885K – – –
KP
1573
Keel Point
Alabama
$883K -$16.9K -53 -2%
CW
1574
Channel Wealth
California
$881K -$52.5K -165 -6%
N
1575
Numerai
California
$880K +$843K +2,649 New