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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
MIM
1701
Macroview Investment Management
Maryland
$699K – – –
APA
1702
Astoria Portfolio Advisors
New York
$695K -$5.09K -16 -0.7%
EGWAG
1703
Elwood & Goetz Wealth Advisory Group
Georgia
$692K +$208K +653 +46%
OLA
1704
Oliver Luxxe Assets
New Jersey
$692K +$112K +351 +20%
AWM
1705
Aries Wealth Management
Maine
$689K – – –
LA
1706
LM Advisors
California
$687K – – –
KFGK
1707
Keystone Financial Group (Kentucky)
Kentucky
$684K -$5.09K -16 -0.8%
WP
1708
Westmount Partners
California
$684K -$317K -996 -32%
RCA
1709
Ranch Capital Advisors
Florida
$683K +$318 +1 +0%
Financial Engines Advisors
1710
Financial Engines Advisors
California
$680K +$55K +173 +9%
TWM
1711
Thrive Wealth Management
Pennsylvania
$679K +$10.5K +33 +2%
BFS
1712
BridgePort Financial Solutions
Iowa
$679K +$6.04K +19 +0.9%
WS
1713
Wela Strategies
Georgia
$677K -$35.6K -112 -5%
ATC
1714
Adirondack Trust Company
New York
$677K -$30.9K -97 -5%
AF
1715
Atala Financial
California
$675K – – –
SWMP
1716
Signature Wealth Management Partners
New Jersey
$674K – – –
FWA
1717
FSM Wealth Advisors
Ohio
$674K +$98.3K +309 +18%
AWM
1718
Aberdeen Wealth Management
Illinois
$673K -$15.9K -50 -2%
KF
1719
KKM Financial
Illinois
$673K – – –
NL
1720
NWAM LLC
Washington
$672K +$195K +612 +46%
RFP
1721
Root Financial Partners
California
$672K +$220K +692 +52%
RPC
1722
Rossmore Private Capital
Connecticut
$671K -$21.9K -69 -3%
KAS
1723
KPP Advisory Services
Kentucky
$671K – – –
SOW
1724
State of Wyoming
Wyoming
$670K -$19.4K -61 -3%
OFG
1725
Oxford Financial Group
Indiana
$668K +$223K +700 +53%