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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1601
Arista Wealth Management
Nevada
$271K +$272K +1,835 New
SWM
1602
Stockman Wealth Management
Montana
$268K -$2.96K -20 -1%
NCM
1603
Northside Capital Management
Oregon
$267K
IAIM
1604
Industrial Alliance Investment Management
Quebec, Canada
$266K +$21.3K +144 +9%
SCM
1605
Shelton Capital Management
Colorado
$266K -$702K -4,737 -72%
CFO
1606
Callan Family Office
Pennsylvania
$264K +$265K +1,788 New
PCM
1607
Parsons Capital Management
Rhode Island
$264K -$4.59K -31 -2%
PIA
1608
Pinion Investment Advisors
Kansas
$263K -$68.2K -460 -21%
CS
1609
Comerica Securities
Michigan
$263K -$3.41K -23 -1%
BCM
1610
BTC Capital Management
Iowa
$262K +$33.3K +225 +15%
LFA
1611
Legacy Financial Advisors
Kentucky
$262K +$41K +277 +18%
HWA
1612
HCR Wealth Advisors
California
$262K
BEI
1613
Benjamin Edwards Inc
Missouri
$262K +$34.4K +232 +15%
SG
1614
StoneX Group
New York
$262K +$16.3K +110 +7%
HWM
1615
Hohimer Wealth Management
Washington
$262K +$262K +1,771 New
AO
1616
Advisor OS
Illinois
$260K +$261K +1,763 New
W
1617
Wealthquest
Ohio
$260K
WCM
1618
Windsor Capital Management
Arizona
$260K -$19K -128 -7%
LI
1619
LMCG Investments
Massachusetts
$260K -$2.07K -14 -0.8%
SIAP
1620
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$260K +$8.74K +59 +3%
PP
1621
PDS Planning
Ohio
$260K +$19.9K +134 +8%
LC
1622
LCNB Corp
Ohio
$260K
SCM
1623
SKBA Capital Management
California
$259K +$29.6K +200 +13%
KC
1624
Kenfarb & Co
Kentucky
$259K
PAMG
1625
Patton Albertson Miller Group
Tennessee
$258K -$29.9K -202 -10%