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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
AA
1676
Alta Advisers
United Kingdom
$236K – – –
EFG
1677
Everhart Financial Group
Ohio
$236K -$109K -736 -32%
BBNB
1678
Baker Boyer National Bank
Washington
$235K – – –
KFA
1679
Kapstone Financial Advisors
Ohio
$235K +$201K +1,359 New
LNWTC
1680
Laird Norton Wetherby Trust Company
Washington
$235K +$236K +1,592 New
ISWM
1681
Independent Solutions Wealth Management
New York
$235K – – –
MA
1682
MBA Advisors
Pennsylvania
$234K +$235K +1,587 New
MSCM
1683
McElhenny Sheffield Capital Management
Texas
$234K +$2.22K +15 +0.9%
CPIA
1684
Cornell Pochily Investment Advisors
New York
$234K +$445 +3 +0.2%
ECA
1685
Elevated Capital Advisors
Utah
$233K -$593 -4 -0.3%
FFP
1686
FourThought Financial Partners
Florida
$233K +$234K +1,577 New
BA
1687
Bridgewater Associates
Connecticut
$233K +$233K +1,575 New
CAAS
1688
Capital Asset Advisory Services
Michigan
$233K -$3.41K -23 -1%
AAG
1689
Armstrong Advisory Group
Massachusetts
$232K +$233K +1,571 New
HIG
1690
Heritage Investment Group
Florida
$232K -$73.8K -498 -24%
MSWM
1691
McGlone Suttner Wealth Management
Wisconsin
$232K +$232K +1,568 New
LFS
1692
Legacy Financial Strategies
Kansas
$231K – – –
FC
1693
Forte Capital
New York
$231K +$7.11K +48 +3%
SLG
1694
Stanley-Laman Group
Pennsylvania
$230K +$231K +1,558 New
RIM
1695
Reliant Investment Management
Tennessee
$230K – – –
BFG
1696
Bouchey Financial Group
New York
$230K +$231K +1,556 New
GDP
1697
Great Diamond Partners
Maine
$230K +$1.78K +12 +0.8%
PCP
1698
Proficio Capital Partners
Massachusetts
$230K +$6.37K +43 +3%
VCM
1699
Vivaldi Capital Management
Illinois
$230K +$7.26K +49 +3%
KLI
1700
Kelman-Lazarov Inc
Tennessee
$229K – – –