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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
1826
Financial Engines Advisors
California
$676K +$36.2K +113 +6%
HFM
1827
Harvest Fund Management
China
$675K -$12.2K -38 -2%
AAM
1828
Augustine Asset Management
Florida
$675K +$639K +1,995 New
EFM
1829
E Fund Management
China
$674K -$1.92K -6 -0.3%
OA
1830
Oxbow Advisors
Texas
$669K +$104K +325 +20%
MAM
1831
McLean Asset Management
Virginia
$669K -$150K -468 -19%
RCG
1832
Regatta Capital Group
California
$666K – – –
BFS
1833
BridgePort Financial Solutions
Iowa
$665K -$13.8K -43 -2%
TIP
1834
Torray Investment Partners
Maryland
$665K – – –
DTC
1835
Davidson Trust Company
Washington
$664K – – –
BCM
1836
Blume Capital Management
California
$664K – – –
RWP
1837
Revolve Wealth Partners
New Jersey
$664K +$131K +410 +26%
RCM
1838
RNC Capital Management
California
$663K -$1.6K -5 -0.3%
WWA
1839
Wisconsin Wealth Advisors
Wisconsin
$663K – – –
PWM
1840
Palumbo Wealth Management
New York
$660K +$11.5K +36 +2%
LC
1841
Lavelle Capital
California
$660K +$624K +1,950 New
TWM
1842
Thrive Wealth Management
Pennsylvania
$657K -$17.3K -54 -3%
TL
1843
Tradewinds LLC
North Carolina
$657K +$146K +457 New
SLG
1844
Stanley-Laman Group
Pennsylvania
$656K +$26.3K +82 +4%
TSWM
1845
Triangle Securities Wealth Management
North Carolina
$654K -$45.8K -143 -7%
JRPIM
1846
Journey Retirement Planning & Investment Management
Idaho
$654K +$76.8K +240 +14%
IFO
1847
Independent Family Office
New York
$653K – – –
BA
1848
Ballast Advisors
Minnesota
$651K – – –
SMA
1849
Sage Mountain Advisors
Georgia
$651K +$387K +1,208 +168%
BL
1850
Balentine LLC
Georgia
$650K +$55.1K +172 +10%