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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
DTC
1726
Davidson Trust Company
Washington
$625K – – –
SL
1727
Sentinus LLC
Illinois
$623K +$63K +224 +13%
HR
1728
Howe & Rusling
New York
$621K +$20K +71 +4%
Bank Pictet & Cie (Europe)
1729
Bank Pictet & Cie (Europe)
Germany
$620K -$322K -1,145 -37%
MSWA
1730
Marshall & Sterling Wealth Advisors
New York
$618K +$12.1K +43 +2%
IFO
1731
Independent Family Office
New York
$616K – – –
WKSWA
1732
White Knight Strategic Wealth Advisors
New Jersey
$615K +$5.63K +20 +1%
KMWM
1733
Keudell/Morrison Wealth Management
Oregon
$615K – – –
LGT Fund Management
1734
LGT Fund Management
Liechtenstein
$612K – – –
WIM
1735
Wittenberg Investment Management
Massachusetts
$606K – – –
CIG
1736
Cairn Investment Group
Washington
$606K – – –
JWA
1737
JFS Wealth Advisors
Pennsylvania
$606K +$86.4K +307 +19%
Phoenix Financial
1738
Phoenix Financial
Israel
$603K +$292K +1,039 +122%
PWP
1739
PrairieView Wealth Partners
Illinois
$603K – – –
ZIG
1740
Zullo Investment Group
Pennsylvania
$603K -$446K -1,586 -46%
NA
1741
Nautilus Advisors
California
$601K +$96K +341 +22%
MFC
1742
Mechanics Financial Corp
Ohio
$598K – – –
Financial Engines Advisors
1743
Financial Engines Advisors
California
$598K +$310K +1,102 +143%
SIAP
1744
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$597K – – –
RWP
1745
Ridgecrest Wealth Partners
California
$596K -$844 -3 -0.2%
PFW
1746
Petros Family Wealth
Minnesota
$595K +$57.4K +204 +12%
ARC
1747
Advisor Resource Council
Texas
$594K -$247K -878 -32%
IIC
1748
Integrated Investment Consultants
Michigan
$593K +$1.41K +5 +0.3%
R.M. Davis Inc
1749
R.M. Davis Inc
Maine
$591K +$90.6K +322 +21%
WCM
1750
Whitener Capital Management
North Carolina
$589K – – –