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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
ZB
1726
Zions Bancorporation
Utah
$256K +$126K +783 +114%
MAG
1727
Mayfair Advisory Group
Alabama
$256K +$3.87K +24 +2%
SWA
1728
Stratos Wealth Advisors
Ohio
$256K +$15.5K +96 +7%
CW
1729
CIC Wealth
Maryland
$255K – – –
M
1730
MOTCO
Texas
$255K +$2.74K +17 +1%
WCA
1731
Westover Capital Advisors
Delaware
$254K – – –
AWA
1732
Amplius Wealth Advisors
Pennsylvania
$254K -$4.68K -29 -2%
SAA
1733
Southeast Asset Advisors
Georgia
$254K +$484 +3 +0.2%
CS
1734
Capital Square
Tennessee
$254K +$235K +1,456 New
JFA
1735
JNBA Financial Advisors
Minnesota
$253K -$1.61K -10 -0.7%
AC
1736
Avestar Capital
New York
$253K +$234K +1,453 New
RWA
1737
Roberts Wealth Advisors
California
$253K – – –
LJHT
1738
Laurie J. Hall Trustee
$252K – – –
SDAM
1739
Shulman DeMeo Asset Management
New York
$252K +$14.2K +88 +6%
ECAM
1740
East Coast Asset Management
Massachusetts
$251K – – –
GAMC
1741
Garner Asset Management Corp
Texas
$251K -$1.61K -10 -0.7%
IB
1742
Intrust Bank
Kansas
$250K – – –
DTC
1743
Davidson Trust Company
Washington
$249K -$4.84K -30 -2%
CWM
1744
Connecticut Wealth Management
Connecticut
$247K – – –
MA
1745
MJP Associates
Connecticut
$247K +$228K +1,415 New
EHAM
1746
Eagle Harbor Asset Management
Washington
$246K – – –
CPC
1747
Consolidated Planning Corp
Georgia
$246K +$228K +1,413 New
PA
1748
Probity Advisors
Texas
$245K +$227K +1,406 New
FAM
1749
Family Asset Management
South Carolina
$244K – – –
Financial Engines Advisors
1750
Financial Engines Advisors
California
$244K +$226K +1,400 New