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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
MSWM
1676
McGlone Suttner Wealth Management
Wisconsin
$447K -$171K -739 -24%
KMWM
1677
Keudell/Morrison Wealth Management
Oregon
$446K -$5.79K -25 -1%
IAN
1678
Integrated Advisors Network
Texas
$446K -$4.42M -19,081 -91%
KA
1679
Kozak & Associates
Colorado
$446K -$193K -833 -31%
HT
1680
Headlands Technologies
Illinois
$442K +$205K +887 +87%
Donaldson Capital Management
1681
Donaldson Capital Management
Indiana
$442K -$6.72K -29 -1%
SIA
1682
Soltis Investment Advisors
Utah
$441K +$41.5K +179 +10%
WKSWA
1683
White Knight Strategic Wealth Advisors
New Jersey
$441K +$463 +2 +0.1%
FC
1684
Forte Capital
New York
$441K -$85.2K -368 -16%
D
1685
Diversified
Delaware
$440K +$47.7K +206 +12%
CIG
1686
Cairn Investment Group
Washington
$440K – – –
BIM
1687
Barton Investment Management
Pennsylvania
$440K – – –
DW30
1688
Drucker Wealth 3.0
New Jersey
$439K +$439K +1,896 New
LSIA
1689
LaSalle St. Investment Advisors
Illinois
$439K -$5.66M -24,459 -93%
TCA
1690
Transcend Capital Advisors
New Jersey
$436K +$38.2K +165 +10%
VV
1691
Verity & Verity
South Carolina
$434K – – –
R
1692
Rebalance
California
$430K – – –
TIM
1693
Thompson Investment Management
Wisconsin
$430K – – –
GA
1694
Gateway Advisory
New Jersey
$429K -$14.1K -61 -3%
FB
1695
First Bancorp
Maine
$428K -$14.1K -61 -3%
6F
1696
626 Financial
Michigan
$424K +$232 +1 +0.1%
BIP
1697
Blueprint Investment Partners
North Carolina
$424K -$23.6K -102 -5%
TWM
1698
Thrive Wealth Management
Pennsylvania
$423K +$5.79K +25 +1%
MPIA
1699
Mountain Pacific Investment Advisers
Idaho
$423K -$17.4K -75 -4%
SG
1700
StoneX Group
New York
$422K +$169K +729 +67%