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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
CAM
1626
Covenant Asset Management
New Jersey
$671K – – –
ATFA
1627
All Terrain Financial Advisors
Minnesota
$670K – – –
BHWM
1628
Bar Harbor Wealth Management
New Hampshire
$670K -$36.8K -128 -5%
BHIA
1629
Birch Hill Investment Advisors
Massachusetts
$668K – – –
PFGIA
1630
Patriot Financial Group Insurance Agency
Massachusetts
$667K -$17K -59 -3%
FMLI
1631
Fukoku Mutual Life Insurance
Japan
$667K -$113K -394 -15%
DWM
1632
Dechtman Wealth Management
Colorado
$666K +$1.44K +5 +0.2%
SMA
1633
Seven Mile Advisory
New Jersey
$666K +$103K +359 +19%
QPW
1634
Quantum Private Wealth
Florida
$665K – – –
WWA
1635
Wisconsin Wealth Advisors
Wisconsin
$665K +$644K +2,240 New
LCM
1636
Landscape Capital Management
New Jersey
$664K -$602K -2,096 -48%
LC
1637
Lavaca Capital
Texas
$663K +$1.15K +4 +0.2%
Kayne Anderson Rudnick Investment Management
1638
Kayne Anderson Rudnick Investment Management
California
$662K +$5.17K +18 +0.8%
PWM
1639
Partnership Wealth Management
Maryland
$661K -$3.16K -11 -0.5%
CA
1640
Claris Advisors
Missouri
$658K +$338K +1,177 +113%
AW
1641
Alteri Wealth
California
$658K +$637K +2,218 New
SFG
1642
Sunburst Financial Group
Alabama
$656K – – –
CA
1643
Crumly & Associates
Illinois
$656K -$14.9K -52 -2%
AWM
1644
Aviso Wealth Management
Washington
$655K +$3.73K +13 +0.6%
CHAM
1645
Clear Harbor Asset Management
Connecticut
$654K +$58K +202 +10%
MWM
1646
Merriman Wealth Management
Washington
$651K – – –
HBW
1647
Hazlett, Burt & Watson
West Virginia
$651K +$13.2K +46 +2%
RZH
1648
Relyea Zuckerberg Hanson
Connecticut
$646K +$13.5K +47 +2%
SIA
1649
Soltis Investment Advisors
Utah
$646K -$42.5K -148 -6%
CCA
1650
Coign Capital Advisors
Utah
$644K +$624K +2,171 New