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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
QPW
1651
Quantum Private Wealth
Florida
$699K – – –
CNB
1652
Camden National Bank
Maine
$697K +$29.8K +106 +5%
AIM
1653
Acropolis Investment Management
Missouri
$694K +$7.32K +26 +1%
Simplicity Wealth
1654
Simplicity Wealth
New Jersey
$693K +$338K +1,202 +124%
CAGAS
1655
Capital Advisory Group Advisory Services
Minnesota
$692K +$29.3K +104 +5%
BHWM
1656
Bar Harbor Wealth Management
New Hampshire
$691K -$10.1K -36 -2%
BSB
1657
Bangor Savings Bank
Maine
$691K – – –
PIA
1658
Perennial Investment Advisors
California
$689K +$22.8K +81 +4%
WMWM
1659
Whitaker-Myers Wealth Managers
Ohio
$689K +$110K +390 +22%
WS
1660
Wela Strategies
Georgia
$686K +$32.9K +117 +6%
PCM
1661
Polymer Capital Management
New York
$684K -$5.91K -21 -1%
AC
1662
Addison Capital
Pennsylvania
$684K – – –
CG
1663
Curat Global
New Hampshire
$683K -$263K -935 -30%
WWA
1664
Wisconsin Wealth Advisors
Wisconsin
$682K -$6.19K -22 -1%
CCG
1665
Cypress Capital Group
Florida
$682K – – –
HWM
1666
Horizon Wealth Management
Illinois
$682K +$5.35K +19 +0.9%
ATC
1667
Adirondack Trust Company
New York
$681K -$3.94K -14 -0.7%
MA
1668
MONECO Advisors
Connecticut
$680K +$4.22K +15 +0.7%
PWA
1669
Phoenix Wealth Advisors
North Carolina
$680K -$9.57K -34 -2%
ZBNA
1670
Zions Bancorporation, National Association
Utah
$680K +$52.9K +188 +10%
HFW
1671
Horizon Family Wealth
Illinois
$679K +$1.97K +7 +0.3%
WA
1672
Wealth Architects
California
$676K +$6.19K +22 +1%
Capital Advisors Inc
1673
Capital Advisors Inc
Oklahoma
$675K +$9.01K +32 +2%
PJWM
1674
Philip James Wealth Mangement
Georgia
$675K – – –
Members Trust
1675
Members Trust
Florida
$673K +$141K +500 +31%