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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
EGWAG
1701
Elwood & Goetz Wealth Advisory Group
Georgia
$692K +$208K +653 +46%
OLA
1702
Oliver Luxxe Assets
New Jersey
$692K +$112K +351 +20%
AWM
1703
Aries Wealth Management
Maine
$689K
LA
1704
LM Advisors
California
$687K
KFGK
1705
Keystone Financial Group (Kentucky)
Kentucky
$684K -$5.09K -16 -0.8%
WP
1706
Westmount Partners
California
$684K -$317K -996 -32%
RCA
1707
Ranch Capital Advisors
Florida
$683K +$318 +1 +0%
Financial Engines Advisors
1708
Financial Engines Advisors
California
$680K +$55K +173 +9%
TWM
1709
Thrive Wealth Management
Pennsylvania
$679K +$10.5K +33 +2%
BFS
1710
BridgePort Financial Solutions
Iowa
$679K +$6.04K +19 +0.9%
WS
1711
Wela Strategies
Georgia
$677K -$35.6K -112 -5%
ATC
1712
Adirondack Trust Company
New York
$677K -$30.9K -97 -5%
AF
1713
Atala Financial
California
$675K
SWMP
1714
Signature Wealth Management Partners
New Jersey
$674K
FWA
1715
FSM Wealth Advisors
Ohio
$674K +$98.3K +309 +18%
AWM
1716
Aberdeen Wealth Management
Illinois
$673K -$15.9K -50 -2%
KF
1717
KKM Financial
Illinois
$673K
NL
1718
NWAM LLC
Washington
$672K +$195K +612 +46%
RFP
1719
Root Financial Partners
California
$672K +$220K +692 +52%
RPC
1720
Rossmore Private Capital
Connecticut
$671K -$21.9K -69 -3%
KAS
1721
KPP Advisory Services
Kentucky
$671K
SOW
1722
State of Wyoming
Wyoming
$670K -$19.4K -61 -3%
OFG
1723
Oxford Financial Group
Indiana
$668K +$223K +700 +53%
SFG
1724
Sunburst Financial Group
Alabama
$668K
PWP
1725
Precedent Wealth Partners
Texas
$665K