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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
FFA
1801
Fragasso Financial Advisors
Pennsylvania
$684K +$150K +468 +30%
WKSWA
1802
White Knight Strategic Wealth Advisors
New Jersey
$682K +$41.6K +130 +7%
SCA
1803
Sippican Capital Advisors
Massachusetts
$681K
SLA
1804
Silver Lake Advisory
Utah
$681K +$1.28K +4 +0.2%
SFG
1805
Sunburst Financial Group
Alabama
$681K -$11.2K -35 -2%
MCM
1806
Magnolia Capital Management
New York
$680K -$174K -545 -21%
BMWS
1807
Brady Martz Wealth Solutions
North Dakota
$679K +$192K +601 +43%
CG
1808
Curat Global
New Hampshire
$679K -$99.3K -310 -15%
HA
1809
Harbor Advisors
Florida
$677K
BOA
1810
Birnam Oak Advisors
New York
$677K +$320K +1,000 +100%
MWA
1811
Midland Wealth Advisors
Illinois
$676K -$17.3K -54 -3%
Financial Engines Advisors
1812
Financial Engines Advisors
California
$676K +$36.2K +113 +6%
HFM
1813
Harvest Fund Management
China
$675K -$12.2K -38 -2%
AAM
1814
Augustine Asset Management
Florida
$675K +$639K +1,995 New
EFM
1815
E Fund Management
China
$674K -$1.92K -6 -0.3%
OA
1816
Oxbow Advisors
Texas
$669K +$104K +325 +20%
MAM
1817
McLean Asset Management
Virginia
$669K -$150K -468 -19%
RCG
1818
Regatta Capital Group
California
$666K
BFS
1819
BridgePort Financial Solutions
Iowa
$665K -$13.8K -43 -2%
TIP
1820
Torray Investment Partners
Maryland
$665K
DTC
1821
Davidson Trust Company
Washington
$664K
BCM
1822
Blume Capital Management
California
$664K
RWP
1823
Revolve Wealth Partners
New Jersey
$664K +$131K +410 +26%
RCM
1824
RNC Capital Management
California
$663K -$1.6K -5 -0.3%
WWA
1825
Wisconsin Wealth Advisors
Wisconsin
$663K