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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
BHIA
1576
Birch Hill Investment Advisors
Massachusetts
$512K -$22.6K -109 -5%
FCCM
1577
First City Capital Management
Georgia
$512K -$295K -1,422 -39%
HWM
1578
Horizon Wealth Management
Illinois
$511K +$11.8K +57 +3%
WA
1579
Wealth Architects
California
$511K +$1.87K +9 +0.4%
QPW
1580
Quantum Private Wealth
Florida
$510K – – –
UB
1581
Umpqua Bank
Oregon
$510K +$464K +2,238 New
SWM
1582
Silverlake Wealth Management
Vermont
$508K +$20.7K +100 +5%
DWM
1583
Dechtman Wealth Management
Colorado
$507K +$1.45K +7 +0.3%
CCG
1584
Cypress Capital Group
Florida
$507K +$43.1K +208 +10%
PHAM
1585
Palisades Hudson Asset Management
Florida
$506K – – –
MRCM
1586
M&R Capital Management
New Jersey
$506K -$14.5K -70 -3%
GWM
1587
Geneos Wealth Management
Colorado
$506K +$21.1K +102 +5%
LWL
1588
Leo Wealth LLC
Texas
$505K +$83.2K +401 +22%
RWP
1589
Ridgecrest Wealth Partners
California
$504K -$25.9K -125 -5%
Kayne Anderson Rudnick Investment Management
1590
Kayne Anderson Rudnick Investment Management
California
$502K – – –
PWW
1591
Pettyjohn Wood & White
Virginia
$502K – – –
APIM
1592
Agate Pass Investment Management
Washington
$497K -$48.7K -235 -10%
HCA
1593
Hyperion Capital Advisors
New York
$496K – – –
SWMP
1594
Signature Wealth Management Partners
New Jersey
$494K – – –
ATC
1595
Adirondack Trust Company
New York
$494K -$207 -1 -0%
MAM
1596
Mystic Asset Management
Rhode Island
$492K -$6.84K -33 -2%
RCM
1597
Raleigh Capital Management
North Carolina
$492K +$58.9K +284 +15%
YC
1598
Yarbrough Capital
Tennessee
$492K – – –
CCA
1599
Cadent Capital Advisors
Oklahoma
$492K – – –
GSC
1600
G&S Capital
Colorado
$491K -$11.4K -55 -2%