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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
VCM
1826
Versant Capital Management
Arizona
$121K
TCWM
1827
Total Clarity Wealth Management
Illinois
$120K +$16K +94 +15%
EWM
1828
Endurance Wealth Management
Rhode Island
$119K -$8.53K -50 -6%
JFGIW
1829
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$118K -$80.7K -473 -40%
BWM
1830
BerganKDV Wealth Management
Minnesota
$118K -$16.4K -96 -12%
BFG
1831
Baron Financial Group
New Jersey
$118K
GAM
1832
Gemmer Asset Management
California
$117K +$3.41K +20 +3%
BG
1833
Bollard Group
Massachusetts
$115K +$341 +2 +0.3%
FMTCOCP
1834
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$113K
AW
1835
Avion Wealth
Texas
$112K
MGIM
1836
M&G Investment Management
United Kingdom
$111K -$52.6M -308,465 -31%
LCM
1837
Logan Capital Management
Pennsylvania
$109K
AP
1838
Arlington Partners
Alabama
$108K +$14.8K +87 +15%
Jones Financial Companies
1839
Jones Financial Companies
Missouri
$104K +$6.82K +40 +7%
TCM
1840
Tradewinds Capital Management
Washington
$103K +$171 +1 +0.2%
SL
1841
Savior LLC
Massachusetts
$102K
PMFA
1842
Plante Moran Financial Advisors
Michigan
$101K -$29.7K -174 -22%
TAIM
1843
TD Ameritrade Investment Management
Nebraska
$100K +$27.5K +161 +36%
OCM
1844
Orion Capital Management
California
$98K
UIA
1845
Ulland Investment Advisors
Minnesota
$98K +$102K +600 New
TFM
1846
TFC Financial Management
Massachusetts
$97K -$102K -600 -50%
FA
1847
Fortis Advisors
Pennsylvania
$96K
FAG
1848
Fortitude Advisory Group
Washington
$96K +$100K +587 New
LWP
1849
Lumature Wealth Partners
Georgia
$95K
RWM
1850
Raffa Wealth Management
District of Columbia
$94.1K -$7.16K -42 -7%