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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
TSS
1576
Taylor Securities Services
Pennsylvania
$975K
GAA
1577
Global Assets Advisory
Florida
$975K +$98.6K +308 +12%
CP
1578
Cornerstone Planning
North Carolina
$974K -$2.19M -6,834 -70%
DFA
1579
Delta Financial Advisors
Louisiana
$971K
DE
1580
Defiance ETFs
New York
$969K +$154K +480 +21%
AWE
1581
Avidian Wealth Enterprises
Texas
$969K +$155K +485 +20%
TIAA Trust, National Association
1582
TIAA Trust, National Association
North Carolina
$968K -$181K -566 -17%
LFA
1583
Legacy Financial Advisors
Kentucky
$966K -$102K -318 -10%
IA
1584
Insight Advisors
Pennsylvania
$963K -$75.2K -235 -8%
Bank Julius Baer & Co
1585
Bank Julius Baer & Co
Switzerland
$963K +$64K +200 +8%
MAA
1586
Matrix Asset Advisors
New York
$959K -$51.2K -160 -5%
TTWM
1587
TCV Trust & Wealth Management
Virginia
$954K +$17.6K +55 +2%
SCM
1588
Schnieders Capital Management
California
$952K +$539K +1,682 +149%
BHCM
1589
Brevan Howard Capital Management
Jersey
$949K -$3.87M -12,084 -81%
YIM
1590
Yoffe Investment Management
Pennsylvania
$947K
KA
1591
Kearns & Associates
California
$947K
PWP
1592
Pursue Wealth Partners
California
$947K
ARA
1593
Alexander Randolph Advisory
Virginia
$946K -$183K -573 -17%
ACM
1594
Aljian Capital Management
Nevada
$945K +$1.6K +5 +0.2%
GFG
1595
Greystone Financial Group
Michigan
$945K -$78.1K -244 -8%
FFS
1596
Founders Financial Securities
Maryland
$944K -$156K -487 -15%
VFA
1597
Values First Advisors
Tennessee
$943K -$296K -923 -25%
OF
1598
Outfitter Financial
Maine
$942K
HGA
1599
Hobbs Group Advisors
South Carolina
$941K +$640 +2 +0.1%
SL
1600
Sentinus LLC
Illinois
$940K +$69.2K +216 +8%