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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
WFA
1751
Wellspring Financial Advisors
Ohio
$734K +$320 +1 +0%
KIM
1752
Kane Investment Management
California
$734K -$8.32K -26 -1%
WP
1753
Westmount Partners
California
$732K -$448K -1,399 -39%
LSA
1754
Lansing Street Advisors
Pennsylvania
$731K +$8K +25 +1%
SI
1755
Saxon Interests
Texas
$730K -$61.8K -193 -8%
AW
1756
Alteri Wealth
California
$726K +$119K +371 +21%
HWM
1757
Horizon Wealth Management
Illinois
$725K +$640 +2 +0.1%
AC
1758
Addison Capital
Pennsylvania
$725K
KP
1759
Keel Point
Alabama
$725K +$53.8K +168 +9%
JWA
1760
JFS Wealth Advisors
Pennsylvania
$725K +$57K +178 +9%
SRC
1761
Shufro Rose & Co
New York
$725K -$69.5K -217 -9%
TIA
1762
Traphagen Investment Advisors
New Jersey
$724K -$33.9K -106 -5%
BPCE
1763
Bank Pictet & Cie (Europe)
Germany
$724K +$450K +1,405 +191%
Members Trust
1764
Members Trust
Florida
$724K -$6.72K -21 -1%
VWA
1765
Visionary Wealth Advisors
Illinois
$723K +$17K +53 +3%
KCM
1766
Kathmere Capital Management
Pennsylvania
$722K +$64K +200 +10%
PCA
1767
Prosperity Capital Advisors
Ohio
$721K +$29.1K +91 +4%
FBT
1768
First Bank & Trust
South Dakota
$720K -$706K -2,204 -51%
OL
1769
one8zero8 LLC
North Carolina
$720K -$14.4K -45 -2%
BSB
1770
Bangor Savings Bank
Maine
$720K
OWA
1771
Outlook Wealth Advisors
Texas
$719K -$5.76K -18 -0.8%
SP
1772
SmartHarvest Portfolios
Washington
$718K +$95.1K +297 +16%
PNFS
1773
PW Nova Financial Services
Pennsylvania
$717K -$8.32K -26 -1%
ESB
1774
Essex Savings Bank
Connecticut
$716K -$320 -1 -0%
PJWM
1775
Philip James Wealth Mangement
Georgia
$713K