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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
CA
1801
Cache Advisors
California
$545K +$481K +1,708 New
NRI
1802
NFP Retirement Inc
California
$545K +$3.66K +13 +0.8%
OA
1803
Oxbow Advisors
Texas
$544K +$14.4K +51 +3%
ATWA
1804
Arbor Trust Wealth Advisors
Michigan
$543K +$107K +380 +29%
NA
1805
Navellier & Associates
Nevada
$542K – – –
Zevenbergen Capital Investments
1806
Zevenbergen Capital Investments
Washington
$542K – – –
SAM
1807
Strive Asset Management
Ohio
$542K -$268K -952 -36%
1WM
1808
1858 Wealth Management
Ohio
$542K +$7.32K +26 +2%
ICP
1809
Impact Capital Partners
Colorado
$539K +$22.2K +79 +5%
AF
1810
Apexium Financial
Texas
$539K +$7.04K +25 +2%
HTIM
1811
Harbour Trust & Investment Management
Indiana
$538K – – –
TNA
1812
True North Advisors
Texas
$537K +$66.1K +235 +16%
HIG
1813
Heritage Investment Group
Florida
$536K – – –
WC
1814
Waterloo Capital
Texas
$535K +$186K +660 +65%
AWA
1815
Amplius Wealth Advisors
Pennsylvania
$535K +$12.9K +46 +3%
FA
1816
Fountainhead AM
New Jersey
$534K -$11.3K -40 -2%
CHC
1817
City Holding Co
West Virginia
$534K – – –
TC
1818
TFR Capital
Texas
$534K +$75.1K +267 +19%
TC
1819
Trilogy Capital
California
$533K +$19.1K +68 +4%
Exencial Wealth Advisors
1820
Exencial Wealth Advisors
Oklahoma
$529K -$1.69K -6 -0.4%
MCWA
1821
Meadow Creek Wealth Advisors
Georgia
$528K – – –
PFGIA
1822
Patriot Financial Group Insurance Agency
Massachusetts
$526K – – –
FM
1823
Foster & Motley
Ohio
$525K -$11.3K -40 -2%
MPIA
1824
Mountain Pacific Investment Advisers
Idaho
$525K – – –
AWA
1825
Acorn Wealth Advisors
Michigan
$524K -$281 -1 -0.1%