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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1701
Atticus Wealth Management
Florida
$8K +$111 +1 +1%
AFG
1702
Albion Financial Group
Utah
$8K +$7.09K +64 New
FGAM
1703
Financial Gravity Asset Management
Texas
$8K +$7.09K +64 New
CWM
1704
Curi Wealth Management
North Carolina
$8K +$7.42K +67 New
EWA
1705
Evolution Wealth Advisors
Florida
$7K -$63.6K -574 -90%
FBT
1706
First Bank & Trust
South Dakota
$7K +$6.31K +57 New
MS
1707
Mizuho Securities
Japan
$7K +$6.87K +62 New
HS
1708
Horan Securities
United States
$6K
HCM
1709
Horrell Capital Management
Arkansas
$5K
GTAM
1710
Global Trust Asset Management
Florida
$4K
HWM
1711
HighMark Wealth Management
Minnesota
$4K
PCTC
1712
Perkins Coie Trust Company
Washington
$4K
GEA
1713
Glen Eagle Advisors
New Jersey
$3.75K +$3.43K +31 New
PG
1714
Proffitt & Goodson
Tennessee
$3K -$22.3K -201 -90%
LWA
1715
Lowe Wealth Advisors
Maryland
$2K -$25K -226 -92%
CWA
1716
Carolina Wealth Advisors
South Carolina
$2K -$2.55K -23 -59%
TIAM2
1717
Tru Independence Asset Management 2
Oregon
$2K +$1.88K +17 New
CWAF
1718
Core Wealth Advisors (Florida)
Florida
$1K
ONST
1719
Old North State Trust
North Carolina
$1K +$1.11K +10 New
IA
1720
Inspire Advisors
Idaho
$1K +$1.22K +11 New
TI
1721
tru Independence
Oregon
$34 +$1.33K +12 +5%
BGIM
1722
Brandywine Global Investment Management
Pennsylvania
-$68.8M -685,987 Closed
WFMPM
1723
Woodley Farra Manion Portfolio Management
Indiana
-$33M -329,672 Closed
Parallax Volatility Advisers
1724
Parallax Volatility Advisers
California
-$32M -319,176 Closed
Capital Research Global Investors
1725
Capital Research Global Investors
California
-$30.1M -300,000 Closed