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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
BI
1601
Ballast Inc
Kentucky
$939K
FFM
1602
Forum Financial Management
Illinois
$937K +$28.2K +88 +3%
CBT
1603
Central Bank & Trust
Kentucky
$937K
BMC
1604
Benin Management Corp
Connecticut
$935K -$32K -100 -3%
KA
1605
Klingman & Associates
New York
$934K +$20.8K +65 +2%
MFA
1606
Millington Financial Advisors
Illinois
$930K +$961 +3 +0.1%
LIA
1607
LS Investment Advisors
Michigan
$929K
GFP
1608
Gryphon Financial Partners
Ohio
$928K +$81K +253 +10%
HFS
1609
Hantz Financial Services
Michigan
$927K +$223K +698 +34%
MFG
1610
Midwest Financial Group
Kansas
$924K
AA
1611
Auxano Advisors
Washington
$923K +$73.3K +229 +9%
NA
1612
Navellier & Associates
Nevada
$922K +$489K +1,526 +127%
PWM
1613
Purus Wealth Management
California
$914K +$5.44K +17 +0.6%
FPH
1614
Financial Planning Hawaii
Hawaii
$914K +$117K +366 +16%
BAMCO Inc
1615
BAMCO Inc
New York
$913K +$864K +2,700 New
KCPG
1616
Kavar Capital Partners Group
Kansas
$913K +$17.9K +56 +2%
IA
1617
Integrity Alliance
Iowa
$912K -$4.8K -15 -0.6%
EWS
1618
Evergreen Wealth Solutions
Pennsylvania
$912K +$139K +433 +19%
FFA
1619
Fortune Financial Advisors
Kansas
$911K +$640 +2 +0.1%
HFM
1620
Hartford Financial Management
Connecticut
$908K -$1.6K -5 -0.2%
ONST
1621
Old North State Trust
North Carolina
$908K +$78.8K +246 +10%
RFG
1622
RFP Financial Group
Georgia
$905K +$37.5K +117 +5%
MSWM
1623
McGlone Suttner Wealth Management
Wisconsin
$904K +$961 +3 +0.1%
SWM
1624
Sendero Wealth Management
Texas
$904K +$1.28K +4 +0.1%
WA
1625
Waddell & Associates
Tennessee
$900K -$111K -348 -12%