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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
WA
1651
Waddell & Associates
Tennessee
$552K – – –
CAI
1652
Capital Advisors Inc
Oklahoma
$551K -$8.22K -33 -2%
FFS
1653
Founders Financial Securities
Maryland
$550K -$125K -502 -20%
KF
1654
KKM Financial
Illinois
$549K – – –
Members Trust
1655
Members Trust
Florida
$549K +$996 +4 +0.2%
PWP
1656
Precedent Wealth Partners
Texas
$548K – – –
OWA
1657
ORBA Wealth Advisors
Illinois
$546K – – –
LSIA
1658
LaSalle St. Investment Advisors
Illinois
$544K +$27.4K +110 +6%
AAP
1659
Arax Advisory Partners
Colorado
$544K +$4.73K +19 +1%
CIA
1660
Caerus Investment Advisors
Texas
$542K – – –
CHAM
1661
Clear Harbor Asset Management
Connecticut
$542K – – –
HA
1662
Harbor Advisors
Florida
$542K – – –
MCM
1663
Magnolia Capital Management
New York
$542K – – –
WC
1664
Waterloo Capital
Texas
$539K +$495K +1,989 New
AIM
1665
Allen Investment Management
New York
$536K – – –
CSWM
1666
Cassady Schiller Wealth Management
Ohio
$536K – – –
TFA
1667
Toth Financial Advisory
Virginia
$532K -$4.23K -17 -0.9%
SC
1668
Sierra Capital
Florida
$532K +$488K +1,960 New
ACM
1669
Arcataur Capital Management
Wisconsin
$529K -$1.25K -5 -0.3%
LI
1670
LMCG Investments
Massachusetts
$529K -$996 -4 -0.2%
RA
1671
Ruggaard & Associates
Ohio
$527K -$12.4K -50 -3%
WCM
1672
Whitener Capital Management
North Carolina
$526K -$17.4K -70 -3%
BBL
1673
Beck Bode LLC
Massachusetts
$526K +$483K +1,940 New
SLG
1674
Stanley-Laman Group
Pennsylvania
$525K +$482K +1,936 New
AWM
1675
Angeles Wealth Management
California
$525K +$62.3K +250 +15%