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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
DE
1726
Diversified Enterprises
Delaware
$575K +$11.2K +39 +2%
IFO
1727
Independent Family Office
New York
$573K – – –
FCM
1728
Fairbanks Capital Management
California
$573K – – –
KMWM
1729
Keudell/Morrison Wealth Management
Oregon
$572K – – –
SGI
1730
Summit Global Investments
Utah
$571K -$1.21M -4,219 -69%
CCWM
1731
Cassaday & Co Wealth Management
Virginia
$570K +$24.7K +86 +5%
VC
1732
Vicus Capital
Pennsylvania
$568K +$214K +745 +64%
CNB
1733
Camden National Bank
Maine
$567K -$56.9K -198 -9%
AWE
1734
Avidian Wealth Enterprises
Texas
$567K +$35.9K +125 +7%
DW30
1735
Drucker Wealth 3.0
New Jersey
$567K -$287 -1 -0.1%
SWA
1736
Sax Wealth Advisors
New Jersey
$566K +$548K +1,906 New
WC
1737
Waterloo Capital
Texas
$565K -$24.4K -85 -4%
CIG
1738
Cairn Investment Group
Washington
$564K – – –
MCM
1739
Mattern Capital Management
Colorado
$564K +$52K +181 +11%
OC
1740
Optima Capital
Oregon
$563K +$545K +1,897 New
PCM
1741
Prelude Capital Management
New York
$562K -$170K -590 -24%
EDRH
1742
Edmond de Rothschild Holding
Switzerland
$562K +$24.7K +86 +5%
SSA
1743
Schonfeld Strategic Advisors
New York
$559K -$1.37M -4,777 -72%
TWP
1744
Tower Wealth Partners
Pennsylvania
$557K +$96.8K +337 +22%
Members Trust
1745
Members Trust
Florida
$557K -$42.2K -147 -7%
TFA
1746
Toth Financial Advisory
Virginia
$556K -$25.6K -89 -5%
RWP
1747
Ridgecrest Wealth Partners
California
$556K -$94.8K -330 -15%
KA
1748
Kozak & Associates
Colorado
$555K +$862 +3 +0.2%
TNBTD
1749
Trustmark National Bank Trust Department
Mississippi
$554K +$70.4K +245 +15%
LWM
1750
Liberty Wealth Management
California
$554K -$4.02K -14 -0.7%