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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
SW
1751
Simplicity Wealth
New Jersey
$657K +$101K +302 +16%
WFA
1752
Wellspring Financial Advisors
Ohio
$656K -$167K -499 -19%
MG
1753
Marex Group
$653K -$49.8M -148,530 -99%
Members Trust
1754
Members Trust
Florida
$653K +$7.04K +21 +1%
MC
1755
Marest Capital
California
$653K +$395K +1,177 +120%
MAWA
1756
Moss Adams Wealth Advisors
Washington
$651K -$14.4K -43 -2%
PF
1757
Phoenix Financial
Israel
$650K -$304K -906 -30%
BW
1758
BIP Wealth
Georgia
$650K -$246K -734 -25%
PNFS
1759
PW Nova Financial Services
Pennsylvania
$649K +$720K +2,147 New
OWA
1760
Outlook Wealth Advisors
Texas
$649K -$13.7K -41 -2%
AC
1761
Addison Capital
Pennsylvania
$649K
HWM
1762
Horizon Wealth Management
Illinois
$648K +$671 +2 +0.1%
WC
1763
Waterloo Capital
Texas
$647K -$71.1K -212 -9%
1WA
1764
180 Wealth Advisors
Washington
$647K -$705K -2,102 -50%
LSA
1765
Lansing Street Advisors
Pennsylvania
$646K +$244K +727 +52%
BHWM
1766
Bar Harbor Wealth Management
New Hampshire
$646K +$3.02K +9 +0.4%
BSB
1767
Bangor Savings Bank
Maine
$644K
FPL
1768
Fortress Private Ledger
North Carolina
$641K +$14.8K +44 +2%
ESB
1769
Essex Savings Bank
Connecticut
$641K -$175K -522 -20%
WWM
1770
Whalen Wealth Management
Nevada
$641K -$103K -306 -13%
PG
1771
Patten Group
Tennessee
$641K +$139K +414 +24%
MIM
1772
Macroview Investment Management
Maryland
$640K -$18.8K -56 -3%
PJWM
1773
Philip James Wealth Mangement
Georgia
$638K
AA
1774
Alta Advisers
United Kingdom
$636K
AWM
1775
Aries Wealth Management
Maine
$635K