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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
CA
1676
Calton & Associates
Florida
$720K +$19.4K +61 +3%
BSB
1677
Bangor Savings Bank
Maine
$719K – – –
SRC
1678
Shufro Rose & Co
New York
$716K – – –
BWM
1679
BigSur Wealth Management
Florida
$715K -$795K -2,500 -54%
BHWM
1680
Bar Harbor Wealth Management
New Hampshire
$715K -$4.77K -15 -0.7%
CG
1681
Curat Global
New Hampshire
$714K – – –
GI
1682
Gradient Investments
Minnesota
$713K -$29.6K -93 -4%
AC
1683
Addison Capital
Pennsylvania
$712K – – –
HWM
1684
Horizon Wealth Management
Illinois
$710K +$636 +2 +0.1%
WWA
1685
Wisconsin Wealth Advisors
Wisconsin
$710K – – –
CCG
1686
Cypress Capital Group
Florida
$710K – – –
HFW
1687
Horizon Family Wealth
Illinois
$709K +$1.59K +5 +0.2%
CIM
1688
Cambria Investment Management
California
$708K +$678K +2,131 New
PIA
1689
Perennial Investment Advisors
California
$708K -$9.22K -29 -1%
FFL
1690
Future Fund LLC
Illinois
$707K +$134K +420 +25%
GSEP
1691
Golden State Equity Partners
California
$705K +$305K +958 +82%
MAWA
1692
Moss Adams Wealth Advisors
Washington
$704K +$16.5K +52 +3%
CNB
1693
Camden National Bank
Maine
$704K -$21.3K -67 -3%
WA
1694
Wealth Architects
California
$702K -$1.27K -4 -0.2%
VWA
1695
Visionary Wealth Advisors
Illinois
$702K +$241K +759 +56%
DFA
1696
Delta Financial Advisors
Louisiana
$701K +$355K +1,115 +112%
WPC
1697
Waters Parkerson & Co
Louisiana
$701K +$23.9K +75 +4%
Members Trust
1698
Members Trust
Florida
$701K -$318 -1 -0%
PJWM
1699
Philip James Wealth Mangement
Georgia
$701K -$2.23K -7 -0.3%
SLA
1700
Silver Lake Advisory
Utah
$699K +$954 +3 +0.1%