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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
CIA
1701
CSat Investment Advisory
Michigan
$8K -$239K -2,158 -97%
OSNBOA
1702
Old Second National Bank of Aurora
Illinois
$8K – – –
AWM
1703
Atticus Wealth Management
Florida
$8K +$111 +1 +1%
AFG
1704
Albion Financial Group
Utah
$8K +$7.09K +64 New
FGAM
1705
Financial Gravity Asset Management
Texas
$8K +$7.09K +64 New
CWM
1706
Curi Wealth Management
North Carolina
$8K +$7.42K +67 New
EWA
1707
Evolution Wealth Advisors
Florida
$7K -$63.6K -574 -90%
FBT
1708
First Bank & Trust
South Dakota
$7K +$6.31K +57 New
MS
1709
Mizuho Securities
Japan
$7K +$6.87K +62 New
HS
1710
Horan Securities
United States
$6K – – –
HCM
1711
Horrell Capital Management
Arkansas
$5K – – –
GTAM
1712
Global Trust Asset Management
Florida
$4K – – –
HWM
1713
HighMark Wealth Management
Minnesota
$4K – – –
PCTC
1714
Perkins Coie Trust Company
Washington
$4K – – –
GEA
1715
Glen Eagle Advisors
New Jersey
$3.75K +$3.43K +31 New
PG
1716
Proffitt & Goodson
Tennessee
$3K -$22.3K -201 -90%
LWA
1717
Lowe Wealth Advisors
Maryland
$2K -$25K -226 -92%
CWA
1718
Carolina Wealth Advisors
South Carolina
$2K -$2.55K -23 -59%
TIAM2
1719
Tru Independence Asset Management 2
Oregon
$2K +$1.88K +17 New
CWAF
1720
Core Wealth Advisors (Florida)
Florida
$1K – – –
ONST
1721
Old North State Trust
North Carolina
$1K +$1.11K +10 New
IA
1722
Inspire Advisors
Idaho
$1K +$1.22K +11 New
TI
1723
tru Independence
Oregon
$34 +$1.33K +12 +5%
BGIM
1724
Brandywine Global Investment Management
Pennsylvania
– -$68.8M -685,987 Closed
WFMPM
1725
Woodley Farra Manion Portfolio Management
Indiana
– -$33M -329,672 Closed