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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
DC
1851
Diametric Capital
Massachusetts
-$242K -1,998 Closed
LWM
1852
Laidlaw Wealth Management
New York
-$226K -1,871 Closed
B
1853
Brightworth
Georgia
-$215K -1,781 Closed
XF
1854
XML Financial
Maryland
-$208K -1,724 Closed
CGA
1855
Crescent Grove Advisors
Illinois
-$202K -1,667 Closed
PPCM
1856
Pillar Pacific Capital Management
California
-$200K -1,656 Closed
BWA
1857
Burt Wealth Advisors
Maryland
-$145K -1,197 Closed
NWA
1858
Navis Wealth Advisors
New York
-$143K -1,084 Closed
LGA
1859
Lebenthal Global Advisors
New York
-$115K -959 Closed
BWM
1860
Birchcreek Wealth Management
Ohio
-$84K -699 Closed
RPWA
1861
Regent Peak Wealth Advisors
Georgia
-$84K -698 Closed
TPWA
1862
TRUE Private Wealth Advisors
Oregon
-$80K -669 Closed
KCM
1863
Kathmere Capital Management
Pennsylvania
-$76K -630 Closed
OPW
1864
Oxler Private Wealth
New York
-$60K -500 Closed
GWM
1865
Greenhouse Wealth Management
Connecticut
-$40K -327 Closed
TI
1866
tru Independence
Oregon
-$34 -278 Closed
BSSFA
1867
Baron Silver Stevens Financial Advisors
Florida
-$29K -245 Closed
FWM
1868
FSA Wealth Management
Massachusetts
-$28K -235 Closed
SIAG
1869
Safeguard Investment Advisory Group
California
-$23K -190 Closed
D
1870
Diversified
Delaware
-$19K -186 Closed
VCG
1871
Vantage Consulting Group
Virginia
-$22K -178 Closed
EA
1872
Elm Advisors
California
-$20K -165 Closed
GC
1873
Grace Capital
Massachusetts
-$18K -150 Closed
SIM
1874
Seaview Investment Managers
Florida
-$12K -105 Closed
OIM
1875
Oder Investment Management
California
-$12K -101 Closed