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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
BG
1701
Bollard Group
Massachusetts
$115K +$313 +2 +0.3%
GAM
1702
Gemmer Asset Management
California
$115K +$2.04K +13 +2%
AW
1703
Avion Wealth
Texas
$114K -$31.3K -200 -23%
FMTCOCP
1704
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$114K – – –
EWM
1705
Elmwood Wealth Management
California
$112K – – –
FHC
1706
First Horizon Corporation
Tennessee
$112K +$1.1K +7 +1%
LCM
1707
Logan Capital Management
Pennsylvania
$110K – – –
CFG
1708
CKW Financial Group
Hawaii
$109K – – –
WLPWM
1709
Walled Lake Planning & Wealth Management
Illinois
$109K +$21.9K +140 +27%
PMFA
1710
Plante Moran Financial Advisors
Michigan
$107K +$55.1K +352 +120%
CL
1711
COWA LLC
Oklahoma
$107K +$16.3M +103,871 +9,200%
IFAM
1712
Institutional & Family Asset Management
Colorado
$105K -$77.4K -494 -44%
Kayne Anderson Rudnick Investment Management
1713
Kayne Anderson Rudnick Investment Management
California
$105K – – –
TCM
1714
Tradewinds Capital Management
Washington
$104K – – –
BEI
1715
Benjamin Edwards Inc
Missouri
$104K +$4.7K +30 +5%
RWM
1716
Raffa Wealth Management
District of Columbia
$102K -$187K -1,196 -66%
Jones Financial Companies
1717
Jones Financial Companies
Missouri
$100K -$42.6K -272 -31%
JAM
1718
JCIC Asset Management
Ontario, Canada
$99K – – –
OCM
1719
Orion Capital Management
California
$99K – – –
CP
1720
Castleview Partners
Texas
$98K +$92.7K +592 New
FA
1721
Fortis Advisors
Pennsylvania
$97K +$91.9K +587 +58,700%
LWP
1722
Lumature Wealth Partners
Georgia
$96K – – –
ASBI
1723
American State Bank (Iowa)
Iowa
$94.2K -$4.7K -30 -5%
DAC
1724
Dividend Assets Capital
South Carolina
$93K -$23.5K -150 -21%
PWM
1725
Prentice Wealth Management
New York
$93K – – –