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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
FA
1576
Fiducient Advisors
Illinois
$528K +$5.79K +25 +1%
PFS
1577
Physicians Financial Services
North Carolina
$526K – – –
ATFA
1578
All Terrain Financial Advisors
Minnesota
$523K – – –
AC
1579
Addison Capital
Pennsylvania
$522K – – –
Birch Hill Investment Advisors
1580
Birch Hill Investment Advisors
Massachusetts
$521K – – –
ECM
1581
Estabrook Capital Management
New York
$520K -$316K -1,365 -38%
QPW
1582
Quantum Private Wealth
Florida
$519K – – –
CD
1583
Chapin Davis
Maryland
$518K +$43.3K +187 +9%
DWM
1584
Dechtman Wealth Management
Colorado
$517K +$1.39K +6 +0.3%
WA
1585
Wealth Architects
California
$515K -$4.63K -20 -0.9%
PHAM
1586
Palisades Hudson Asset Management
Florida
$514K – – –
UB
1587
Umpqua Bank
Oregon
$513K -$4.86K -21 -0.9%
Kayne Anderson Rudnick Investment Management
1588
Kayne Anderson Rudnick Investment Management
California
$513K +$2.08K +9 +0.4%
RWP
1589
Ridgecrest Wealth Partners
California
$512K – – –
SFG
1590
Sunburst Financial Group
Alabama
$512K -$15.5K -67 -3%
AWM
1591
Arista Wealth Management
Nevada
$512K +$512K +2,212 New
CA
1592
Crumly & Associates
Illinois
$511K +$16.4K +71 +3%
DIM
1593
Delta Investment Management
California
$511K -$340K -1,468 -40%
PWW
1594
Pettyjohn Wood & White
Virginia
$510K – – –
CCG
1595
Cypress Capital Group
Florida
$510K -$5.33K -23 -1%
BSB
1596
Bangor Savings Bank
Maine
$509K +$25K +108 +5%
PWA
1597
Phoenix Wealth Advisors
North Carolina
$508K +$32.9K +142 +7%
CWP
1598
Cyndeo Wealth Partners
Florida
$504K +$504K +2,176 New
RPC
1599
Rossmore Private Capital
Connecticut
$503K -$28.3K -122 -5%
SWMP
1600
Signature Wealth Management Partners
New Jersey
$503K – – –