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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
SC
1776
Schubert & Co
Texas
$370K – – –
FTIS
1777
First Trust Investment Solutions
Florida
$370K +$88.7K +383 +32%
CHC
1778
City Holding Co
West Virginia
$370K -$10.2K -44 -3%
WG
1779
Wealth Group
North Carolina
$369K -$463 -2 -0.1%
Bahl & Gaynor
1780
Bahl & Gaynor
Ohio
$368K -$98.7K -426 -21%
KWM
1781
Keebeck Wealth Management
Illinois
$367K – – –
NG
1782
Norden Group
Utah
$367K -$13.9K -60 -4%
TTWM
1783
TCV Trust & Wealth Management
Virginia
$366K -$30.8K -133 -8%
KLI
1784
Kelman-Lazarov Inc
Tennessee
$366K – – –
BFG
1785
Bouchey Financial Group
New York
$365K -$926 -4 -0.3%
WAS
1786
Wealth Advisory Solutions
Indiana
$365K – – –
OFG
1787
Oxford Financial Group
Indiana
$364K +$48.6K +210 +15%
RIM
1788
Rockbridge Investment Management
New York
$363K – – –
GCA
1789
Genesee Capital Advisors
New York
$363K +$363K +1,567 New
FAM
1790
Formidable Asset Management
Ohio
$361K +$361K +1,559 New
WCFA
1791
Walkner Condon Financial Advisors
Wisconsin
$361K -$175K -755 -33%
JWA
1792
JFS Wealth Advisors
Pennsylvania
$360K -$463 -2 -0.1%
HWM
1793
Hemington Wealth Management
Virginia
$360K +$8.8K +38 +3%
MA
1794
MONECO Advisors
Connecticut
$360K +$6.02K +26 +2%
SDAM
1795
Shulman DeMeo Asset Management
New York
$360K +$926 +4 +0.3%
AWA
1796
Amplius Wealth Advisors
Pennsylvania
$358K – – –
BOM
1797
Bank of Marin
California
$358K – – –
PWA
1798
Physician Wealth Advisors
Utah
$355K +$19.7K +85 +6%
KPWG
1799
KFA Private Wealth Group
Virginia
$355K +$7.64K +33 +2%
Annex Advisory Services
1800
Annex Advisory Services
Wisconsin
$354K – – –