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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1726
Consultiva Wealth Management
Puerto Rico
$837K -$42.9K -120 -5%
7WCP
1727
71 West Capital Partners
Massachusetts
$836K +$809K +2,260 New
ATFA
1728
All Terrain Financial Advisors
Minnesota
$836K – – –
FPH
1729
Financial Planning Hawaii
Hawaii
$834K +$807K +2,255 New
OWA
1730
One Wealth Advisors
California
$832K -$35.8K -100 -4%
SH
1731
SLT Holdings
Arizona
$830K +$345K +965 +75%
CWM
1732
Connecticut Wealth Management
Connecticut
$828K +$2.86K +8 +0.4%
RPC
1733
Rossmore Private Capital
Connecticut
$827K +$77.3K +216 +11%
PIA
1734
Perennial Investment Advisors
California
$821K +$31.1K +87 +4%
MAM
1735
MWA Asset Management
Massachusetts
$820K -$34K -95 -4%
VWA
1736
Visionary Wealth Advisors
Illinois
$818K +$35.8K +100 +5%
CD
1737
Chapin Davis
Maryland
$818K -$2.15K -6 -0.3%
OWP
1738
ORG Wealth Partners
Texas
$818K -$90.9K -254 -10%
Financial Engines Advisors
1739
Financial Engines Advisors
California
$818K +$58.3K +163 +8%
HCM
1740
Howland Capital Management
Massachusetts
$816K – – –
MW
1741
MBL Wealth
North Carolina
$815K +$240K +670 +44%
CGIM
1742
Capital Group Investment Management
Singapore
$815K +$789K +2,204 New
VCM
1743
Voleon Capital Management
California
$814K -$6.91M -19,309 -90%
SNBOSD
1744
Security National Bank of So Dak
Iowa
$814K – – –
SACTSONJ
1745
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$814K +$787K +2,200 New
MAWA
1746
Moss Adams Wealth Advisors
Washington
$813K +$28.3K +79 +4%
SEIA
1747
Signature Estate & Investment Advisors
California
$812K -$9.3K -26 -1%
QPW
1748
Quantum Private Wealth
Florida
$810K – – –
PWA
1749
Pitcairn Wealth Advisors
Pennsylvania
$810K +$783K +2,189 New
PWM
1750
Partnership Wealth Management
Maryland
$809K -$18.6K -52 -2%