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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
LI
1626
LMCG Investments
Massachusetts
$472K -$4.77K -23 -1%
TWM
1627
Trueblood Wealth Management
Ohio
$472K +$32.8K +158 +8%
MWA
1628
Moser Wealth Advisors
Washington
$468K +$318K +1,536 +295%
PWA
1629
Phoenix Wealth Advisors
North Carolina
$468K -$3.52K -17 -0.8%
RCA
1630
Ranch Capital Advisors
Florida
$468K
WTB
1631
Washington Trust Bank
Washington
$467K +$33.4K +161 +9%
CD
1632
Chapin Davis
Maryland
$467K +$26.1K +126 +7%
FWIA
1633
Fort Washington Investment Advisors
Ohio
$467K
BLC
1634
Brown, Lisle/Cummings
Rhode Island
$466K
WA
1635
Waddell & Associates
Tennessee
$464K +$207 +1 +0%
Members Trust
1636
Members Trust
Florida
$462K -$72.8K -351 -15%
AWM
1637
Accurate Wealth Management
Florida
$462K -$12.6K -61 -3%
FPW
1638
Flagship Private Wealth
Massachusetts
$461K +$62.4K +301 +17%
KF
1639
KKM Financial
Illinois
$461K
EAM
1640
Empirical Asset Management
Massachusetts
$460K +$419K +2,019 New
UFF
1641
USA Financial Formulas
Michigan
$459K +$418K +2,018 New
BG
1642
Bahl & Gaynor
Ohio
$459K +$418K +2,016 New
RA
1643
Ruggaard & Associates
Ohio
$458K -$19.3K -93 -4%
SPI
1644
Sutton Place Investors
New York
$458K +$417K +2,011 New
WCM
1645
Whitener Capital Management
North Carolina
$458K -$10.4K -50 -2%
C
1646
Certuity
Florida
$457K +$20.9K +101 +5%
CBT
1647
Central Bank & Trust
Kentucky
$457K -$20.9K -101 -5%
OWA
1648
ORBA Wealth Advisors
Illinois
$456K
RZH
1649
Relyea Zuckerberg Hanson
Connecticut
$456K +$6.63K +32 +2%
GAM
1650
Garrison Asset Management
Arkansas
$456K -$99.5K -480 -19%