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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
BCFD
1801
Boit C.F. David
$353K – – –
NAS
1802
Nicolet Advisory Services
Wisconsin
$353K +$55.8K +241 +19%
ASG
1803
Ariston Services Group
California
$352K -$1.16K -5 -0.3%
R.M. Davis Inc
1804
R.M. Davis Inc
Maine
$352K -$79.4K -343 -18%
DTC
1805
Davidson Trust Company
Washington
$351K -$5.79K -25 -2%
MCM
1806
MV Capital Management
Maryland
$350K +$2.32K +10 +0.7%
NB
1807
Northwest Bancshares
Pennsylvania
$349K – – –
KFGK
1808
Keystone Financial Group (Kentucky)
Kentucky
$349K -$29.4K -127 -8%
CIS
1809
Custom Index Systems
New York
$349K -$403K -1,738 -54%
LWMG
1810
Levy Wealth Management Group
Pennsylvania
$348K +$92.9K +401 +36%
FPFS
1811
First Personal Financial Services
North Carolina
$347K -$44.9K -194 -11%
AAIM
1812
Asset Advisors Investment Management
Georgia
$347K -$23.2K -100 -6%
WA1
1813
Wimmer Associates 1
California
$347K – – –
PAS
1814
Professional Advisory Services
Florida
$347K – – –
PIA
1815
Perennial Investment Advisors
California
$347K +$4.4K +19 +1%
OL
1816
OneFund LLC
Florida
$346K +$5.56K +24 +2%
OWM
1817
OneAscent Wealth Management
Alabama
$346K +$73.4K +317 +27%
CAAS
1818
Capital Asset Advisory Services
Michigan
$345K -$1.16K -5 -0.3%
HWA
1819
HHM Wealth Advisors
Tennessee
$344K – – –
DAM
1820
Delta Asset Management
Tennessee
$344K – – –
WAM
1821
Walker Asset Management
Missouri
$344K +$926 +4 +0.3%
GSEP
1822
Golden State Equity Partners
California
$343K +$343K +1,482 New
NAMP
1823
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$342K -$256K -1,106 -43%
TCOTS
1824
Trust Company of the South
North Carolina
$341K – – –
MCM
1825
Mattern Capital Management
Colorado
$341K +$96.6K +417 +39%