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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
1826
Pines Wealth Management
North Carolina
$443K -$32.5K -110 -5%
NFC
1827
Northeast Financial Consultants
Connecticut
$443K
MPIA
1828
Mountain Pacific Investment Advisers
Idaho
$443K -$59.1K -200 -11%
AWA
1829
Acorn Wealth Advisors
Michigan
$442K
BFA
1830
Brown Financial Advisors
Ohio
$442K +$17.1K +58 +4%
BMWM
1831
Brown Miller Wealth Management
Virginia
$441K +$242K +820 +100%
MW
1832
MBL Wealth
North Carolina
$440K +$10.1K +34 +2%
EWS
1833
Evergreen Wealth Solutions
Pennsylvania
$439K -$35.5K -120 -7%
RWPA
1834
Richard W. Paul & Associates
Michigan
$439K -$5.91K -20 -1%
AWA
1835
Amplius Wealth Advisors
Pennsylvania
$439K +$887 +3 +0.2%
CFG
1836
Copley Financial Group
California
$437K -$13.9K -47 -3%
RWP
1837
Revolve Wealth Partners
New Jersey
$436K +$11.8K +40 +3%
UBP
1838
Union Bancaire Privee
Switzerland
$435K -$347K -1,173 -42%
RIM
1839
Rockbridge Investment Management
New York
$435K +$7.39K +25 +2%
CT
1840
Clearstead Trust
Maine
$434K -$38.4K -130 -7%
PWS
1841
Peterson Wealth Services
Utah
$434K +$296 +1 +0.1%
ICP
1842
Impact Capital Partners
Colorado
$434K -$9.16K -31 -2%
RIG
1843
RiverFront Investment Group
Virginia
$434K +$47.6K +161 +11%
AA
1844
Ancora Advisors
Ohio
$434K +$59.1K +200 +14%
SFG
1845
Sovereign Financial Group
Connecticut
$433K +$887 +3 +0.2%
Members Trust
1846
Members Trust
Florida
$433K -$78.9K -267 -14%
CPIA
1847
Cornell Pochily Investment Advisors
New York
$432K +$591 +2 +0.1%
PWW
1848
Pettyjohn Wood & White
Virginia
$431K -$473K -1,600 -50%
TC
1849
Trilogy Capital
California
$431K -$11.8K -40 -2%
ACP
1850
Aveo Capital Partners
Colorado
$430K -$42K -142 -8%