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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
1826
Patriot Financial Group Insurance Agency
Massachusetts
$444K -$177K -598 -27%
MSCM
1827
McElhenny Sheffield Capital Management
Texas
$444K +$1.48K +5 +0.3%
RPGK
1828
Retirement Planning Group (Kansas)
Kansas
$443K +$70.1K +237 +17%
PWM
1829
Pines Wealth Management
North Carolina
$443K -$32.5K -110 -5%
NFC
1830
Northeast Financial Consultants
Connecticut
$443K – – –
MPIA
1831
Mountain Pacific Investment Advisers
Idaho
$443K -$59.1K -200 -11%
AWA
1832
Acorn Wealth Advisors
Michigan
$442K – – –
BFA
1833
Brown Financial Advisors
Ohio
$442K +$17.1K +58 +4%
BMWM
1834
Brown Miller Wealth Management
Virginia
$441K +$242K +820 +100%
MW
1835
MBL Wealth
North Carolina
$440K +$10.1K +34 +2%
EWS
1836
Evergreen Wealth Solutions
Pennsylvania
$439K -$35.5K -120 -7%
RWPA
1837
Richard W. Paul & Associates
Michigan
$439K -$5.91K -20 -1%
AWA
1838
Amplius Wealth Advisors
Pennsylvania
$439K +$887 +3 +0.2%
CFG
1839
Copley Financial Group
California
$437K -$13.9K -47 -3%
RWP
1840
Revolve Wealth Partners
New Jersey
$436K +$11.8K +40 +3%
UBP
1841
Union Bancaire Privee
Switzerland
$435K -$347K -1,173 -42%
RIM
1842
Rockbridge Investment Management
New York
$435K +$7.39K +25 +2%
CT
1843
Clearstead Trust
Maine
$434K -$38.4K -130 -7%
PWS
1844
Peterson Wealth Services
Utah
$434K +$296 +1 +0.1%
ICP
1845
Impact Capital Partners
Colorado
$434K -$9.16K -31 -2%
RIG
1846
RiverFront Investment Group
Virginia
$434K +$47.6K +161 +11%
AA
1847
Ancora Advisors
Ohio
$434K +$59.1K +200 +14%
SFG
1848
Sovereign Financial Group
Connecticut
$433K +$887 +3 +0.2%
Members Trust
1849
Members Trust
Florida
$433K -$78.9K -267 -14%
CPIA
1850
Cornell Pochily Investment Advisors
New York
$432K +$591 +2 +0.1%