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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
CAI
1651
Capital Advisors Inc
Oklahoma
$551K -$8.22K -33 -2%
FFS
1652
Founders Financial Securities
Maryland
$550K -$125K -502 -20%
KF
1653
KKM Financial
Illinois
$549K
Members Trust
1654
Members Trust
Florida
$549K +$996 +4 +0.2%
PWP
1655
Precedent Wealth Partners
Texas
$548K
OWA
1656
ORBA Wealth Advisors
Illinois
$546K
LSIA
1657
LaSalle St. Investment Advisors
Illinois
$544K +$27.4K +110 +6%
AAP
1658
Arax Advisory Partners
Colorado
$544K +$4.73K +19 +1%
CIA
1659
Caerus Investment Advisors
Texas
$542K
CHAM
1660
Clear Harbor Asset Management
Connecticut
$542K
HA
1661
Harbor Advisors
Florida
$542K
MCM
1662
Magnolia Capital Management
New York
$542K
WC
1663
Waterloo Capital
Texas
$539K +$495K +1,989 New
AIM
1664
Allen Investment Management
New York
$536K
CSWM
1665
Cassady Schiller Wealth Management
Ohio
$536K
TFA
1666
Toth Financial Advisory
Virginia
$532K -$4.23K -17 -0.9%
SC
1667
Sierra Capital
Florida
$532K +$488K +1,960 New
ACM
1668
Arcataur Capital Management
Wisconsin
$529K -$1.25K -5 -0.3%
LI
1669
LMCG Investments
Massachusetts
$529K -$996 -4 -0.2%
RA
1670
Ruggaard & Associates
Ohio
$527K -$12.4K -50 -3%
WCM
1671
Whitener Capital Management
North Carolina
$526K -$17.4K -70 -3%
BBL
1672
Beck Bode LLC
Massachusetts
$526K +$483K +1,940 New
SLG
1673
Stanley-Laman Group
Pennsylvania
$525K +$482K +1,936 New
AWM
1674
Angeles Wealth Management
California
$525K +$62.3K +250 +15%
IFO
1675
Independent Family Office
New York
$524K