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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
TTWM
1601
TCV Trust & Wealth Management
Virginia
$837K -$32.9K -98 -3%
TW
1602
TritonPoint Wealth
Maryland
$834K +$8.72K +26 +1%
MFA
1603
Millington Financial Advisors
Illinois
$834K +$8.38K +25 +1%
LIA
1604
LS Investment Advisors
Michigan
$831K -$91.5K -273 -9%
OFS
1605
OneAscent Financial Services
Alabama
$830K +$105K +314 +13%
EFSCE
1606
Enterprise Financial Services Corp (EFSC)
Missouri
$829K +$197K +588 +27%
MFG
1607
Midwest Financial Group
Kansas
$827K
CCG
1608
Cypress Capital Group
Florida
$824K
IA
1609
Integrity Alliance
Iowa
$820K -$951K -2,836 -51%
BW
1610
Basepoint Wealth
Iowa
$820K -$5.37K -16 -0.6%
LAM
1611
L2 Asset Management
Massachusetts
$817K -$178K -530 -16%
MAM
1612
MWA Asset Management
Massachusetts
$817K +$162K +482 +22%
SWM
1613
Shelton Wealth Management
Texas
$816K +$904K +2,697 New
KA
1614
Klingman & Associates
New York
$815K +$1.01K +3 +0.1%
FFA
1615
Fortune Financial Advisors
Kansas
$814K -$32.9K -98 -4%
HFM
1616
Hartford Financial Management
Connecticut
$814K
PWM
1617
Purus Wealth Management
California
$812K -$27.2K -81 -3%
FFM
1618
Forum Financial Management
Illinois
$811K -$1.8M -5,364 -67%
PWA
1619
Pitcairn Wealth Advisors
Pennsylvania
$810K
CM
1620
Castleark Management
Illinois
$809K
MSWM
1621
McGlone Suttner Wealth Management
Wisconsin
$808K +$335 +1 +0%
SWM
1622
Sendero Wealth Management
Texas
$807K -$13.4K -40 -1%
PWA
1623
Provenance Wealth Advisors
Florida
$801K -$1.68K -5 -0.2%
RI
1624
Ridgewood Investments
New Jersey
$801K +$888K +2,647 New
Bank Julius Baer & Co
1625
Bank Julius Baer & Co
Switzerland
$800K +$476K +1,420 +116%