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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
PAI
1601
Pittenger & Anderson Inc
Nebraska
$60K – – –
PP
1602
PrairieView Partners
Minnesota
$60K – – –
SA
1603
SRH Advisors
Kansas
$60K – – –
OPW
1604
Oxler Private Wealth
New York
$60K +$55.4K +500 New
TF
1605
TimeScale Financial
Massachusetts
$59K +$222 +2 +0.4%
JAM
1606
JCIC Asset Management
Ontario, Canada
$59K +$1.55K +14 +3%
BFG
1607
Baron Financial Group
New Jersey
$58.2K – – –
CHA
1608
Carmichael Hill & Associates
Maryland
$57K – – –
T
1609
TOBAM
France
$57K +$51.8K +468 New
PCFFS
1610
Pacific Center for Financial Services
California
$56K -$997 -9 -2%
MF
1611
Manchester Financial
California
$55K – – –
TAIM
1612
TD Ameritrade Investment Management
Nebraska
$52K -$1.88K -17 -4%
CCA
1613
Column Capital Advisors
Indiana
$51K -$56.5K -510 -55%
CFD
1614
Creative Financial Designs
Indiana
$51K – – –
FPB
1615
First PREMIER Bank
South Dakota
$51K – – –
TCWA
1616
Ten Capital Wealth Advisors
Washington
$51K +$46.7K +422 New
BWM
1617
Baystate Wealth Management
Massachusetts
$50K – – –
HFM
1618
Harvest Fund Management
China
$50K +$46.2K +417 New
BWA
1619
BDO Wealth Advisors
Florida
$49K -$217K -1,959 -83%
FMB
1620
Field & Main Bank
Kentucky
$48K – – –
SWP
1621
ShoreHaven Wealth Partners
New Jersey
$48K +$44.3K +400 New
GG
1622
Gleason Group
Kentucky
$47K +$111 +1 +0.3%
IWMWV
1623
Ironwood Wealth Management (West Virginia)
West Virginia
$46K +$41.8K +377 New
EWM
1624
Edge Wealth Management
New York
$45K -$1.33K -12 -3%
COCM
1625
Charter Oak Capital Management
New Hampshire
$44K +$40.4K +365 New