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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
FCCM
1576
First City Capital Management
Georgia
$512K -$295K -1,422 -39%
HWM
1577
Horizon Wealth Management
Illinois
$511K +$11.8K +57 +3%
WA
1578
Wealth Architects
California
$511K +$1.87K +9 +0.4%
QPW
1579
Quantum Private Wealth
Florida
$510K
UB
1580
Umpqua Bank
Oregon
$510K +$464K +2,238 New
SWM
1581
Silverlake Wealth Management
Vermont
$508K +$20.7K +100 +5%
DWM
1582
Dechtman Wealth Management
Colorado
$507K +$1.45K +7 +0.3%
CCG
1583
Cypress Capital Group
Florida
$507K +$43.1K +208 +10%
PHAM
1584
Palisades Hudson Asset Management
Florida
$506K
MRCM
1585
M&R Capital Management
New Jersey
$506K -$14.5K -70 -3%
GWM
1586
Geneos Wealth Management
Colorado
$506K +$21.1K +102 +5%
LWL
1587
Leo Wealth LLC
Texas
$505K +$83.2K +401 +22%
RWP
1588
Ridgecrest Wealth Partners
California
$504K -$25.9K -125 -5%
Kayne Anderson Rudnick Investment Management
1589
Kayne Anderson Rudnick Investment Management
California
$502K
PWW
1590
Pettyjohn Wood & White
Virginia
$502K
APIM
1591
Agate Pass Investment Management
Washington
$497K -$48.7K -235 -10%
HCA
1592
Hyperion Capital Advisors
New York
$496K
SWMP
1593
Signature Wealth Management Partners
New Jersey
$494K
ATC
1594
Adirondack Trust Company
New York
$494K -$207 -1 -0%
MAM
1595
Mystic Asset Management
Rhode Island
$492K -$6.84K -33 -2%
RCM
1596
Raleigh Capital Management
North Carolina
$492K +$58.9K +284 +15%
YC
1597
Yarbrough Capital
Tennessee
$492K
CCA
1598
Cadent Capital Advisors
Oklahoma
$492K
GSC
1599
G&S Capital
Colorado
$491K -$11.4K -55 -2%
GIM
1600
Greylin Investment Management
Virginia
$490K