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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
CYG
1551
Clean Yield Group
Vermont
$1.14M
WA
1552
Westfuller Advisors
New York
$1.14M -$33.6K -94 -3%
QWP
1553
Quotient Wealth Partners
Texas
$1.14M +$17.2K +48 +2%
MAM
1554
Milestone Asset Management
Pennsylvania
$1.14M -$68.3K -191 -6%
MAA
1555
Matrix Asset Advisors
New York
$1.13M -$716 -2 -0.1%
PF
1556
Phoenix Financial
Israel
$1.13M +$418K +1,167 +62%
PHS
1557
Pekin Hardy Strauss
Illinois
$1.13M +$2.86K +8 +0.3%
LIA
1558
LS Investment Advisors
Michigan
$1.12M +$123K +343 +13%
SWM
1559
Scissortail Wealth Management
Oklahoma
$1.12M
LWMM
1560
Legacy Wealth Management (Mississippi)
Mississippi
$1.12M +$5.37K +15 +0.5%
WBC
1561
West Branch Capital
Massachusetts
$1.11M +$396K +1,106 +58%
UM
1562
Ulysses Management
New York
$1.11M -$716K -2,000 -40%
TWM
1563
Tradition Wealth Management
Minnesota
$1.11M +$14K +39 +1%
CIAS
1564
Capital Investment Advisory Services
North Carolina
$1.1M +$608K +1,700 +133%
MCM
1565
Mattern Capital Management
Colorado
$1.09M +$1.43K +4 +0.1%
CB
1566
Centennial Bank
Arkansas
$1.08M
BST
1567
Bath Savings Trust
Maine
$1.08M +$358 +1 +0%
CA
1568
Cambridge Advisors
Nebraska
$1.08M
SW
1569
SteelPeak Wealth
California
$1.08M -$6.91M -19,306 -87%
CFG
1570
Chapman Financial Group
Hawaii
$1.07M -$17.9K -50 -2%
IFU
1571
iSAM Funds (UK)
United Kingdom
$1.07M +$1.04M +2,901 New
RMP
1572
Richards, Merrill & Peterson
Washington
$1.07M +$111K +310 +12%
MA
1573
MJP Associates
Connecticut
$1.07M -$272K -760 -21%
BW
1574
BIP Wealth
Georgia
$1.07M +$556K +1,555 +117%
TSS
1575
Taylor Securities Services
Pennsylvania
$1.07M +$1.03M +2,882 New