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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
CFO
1726
CVA Family Office
Colorado
$165K +$44.7K +295 +32%
RCM
1727
Raleigh Capital Management
North Carolina
$162K +$10.7K +71 +6%
CT
1728
Clearstead Trust
Maine
$161K +$181K +1,194 New
GFPC
1729
Global Financial Private Client
Florida
$159K -$18.5K -122 -10%
FMP
1730
Financial Management Professionals
Texas
$157K +$6.66K +44 +4%
AAP
1731
Arax Advisory Partners
Colorado
$156K
SFO
1732
Standard Family Office
South Dakota
$155K +$174K +1,150 New
EWA
1733
EverSource Wealth Advisors
Alabama
$154K +$60.1K +397 +53%
CL
1734
COWA LLC
Oklahoma
$152K +$171K +1,129 New
NFSG
1735
Newbridge Financial Services Group
Florida
$150K +$24.2K +160 +17%
AIM
1736
Axiom Investment Management
New York
$146K +$165K +1,093 New
BONH
1737
Bank of New Hampshire
New Hampshire
$145K
KFI
1738
Key Financial Inc
Pennsylvania
$143K +$3.48K +23 +2%
Bank of Montreal
1739
Bank of Montreal
Ontario, Canada
$141K +$11.5M +76,048 +11%
WWMSC
1740
Wagner Wealth Management (South Carolina)
South Carolina
$139K -$3.94K -26 -2%
HIIFS
1741
Harel Insurance Investments & Financial Services
Israel
$139K +$1.67K +11 +1%
CAM
1742
Close Asset Management
United Kingdom
$135K
MAWCM
1743
Mine & Arao Wealth Creation & Management
California
$135K +$454 +3 +0.3%
OCM
1744
Osterweis Capital Management
California
$132K +$149K +982 New
CB
1745
CNB Bank
Pennsylvania
$130K -$26.8K -177 -16%
TC
1746
Truvestments Capital
Florida
$129K -$22.6K -149 -13%
LPIC
1747
LeJeune Puetz Investment Counsel
Michigan
$123K
OCM
1748
Orion Capital Management
California
$121K
WBC
1749
West Branch Capital
Massachusetts
$119K
LB
1750
Legacy Bridge
Iowa
$117K