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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
PFS
1576
Physicians Financial Services
North Carolina
$526K
ATFA
1577
All Terrain Financial Advisors
Minnesota
$523K
AC
1578
Addison Capital
Pennsylvania
$522K
BHIA
1579
Birch Hill Investment Advisors
Massachusetts
$521K
ECM
1580
Estabrook Capital Management
New York
$520K -$316K -1,365 -38%
QPW
1581
Quantum Private Wealth
Florida
$519K
CD
1582
Chapin Davis
Maryland
$518K +$43.3K +187 +9%
DWM
1583
Dechtman Wealth Management
Colorado
$517K +$1.39K +6 +0.3%
WA
1584
Wealth Architects
California
$515K -$4.63K -20 -0.9%
PHAM
1585
Palisades Hudson Asset Management
Florida
$514K
UB
1586
Umpqua Bank
Oregon
$513K -$4.86K -21 -0.9%
Kayne Anderson Rudnick Investment Management
1587
Kayne Anderson Rudnick Investment Management
California
$513K +$2.08K +9 +0.4%
RWP
1588
Ridgecrest Wealth Partners
California
$512K
SFG
1589
Sunburst Financial Group
Alabama
$512K -$15.5K -67 -3%
AWM
1590
Arista Wealth Management
Nevada
$512K +$512K +2,212 New
CA
1591
Crumly & Associates
Illinois
$511K +$16.4K +71 +3%
DIM
1592
Delta Investment Management
California
$511K -$340K -1,468 -40%
PWW
1593
Pettyjohn Wood & White
Virginia
$510K
CCG
1594
Cypress Capital Group
Florida
$510K -$5.33K -23 -1%
BSB
1595
Bangor Savings Bank
Maine
$509K +$25K +108 +5%
PWA
1596
Phoenix Wealth Advisors
North Carolina
$508K +$32.9K +142 +7%
CWP
1597
Cyndeo Wealth Partners
Florida
$504K +$504K +2,176 New
RPC
1598
Rossmore Private Capital
Connecticut
$503K -$28.3K -122 -5%
SWMP
1599
Signature Wealth Management Partners
New Jersey
$503K
MRCM
1600
M&R Capital Management
New Jersey
$502K -$12.3K -53 -2%