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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
BFC
1851
Blue Fin Capital
Rhode Island
$548K -$55K -173 -9%
FM
1852
Foster & Motley
Ohio
$548K +$1.27K +4 +0.2%
BMWM
1853
Brown Miller Wealth Management
Virginia
$547K +$1.91K +6 +0.4%
SW
1854
Simplicity Wealth
New Jersey
$547K -$167K -526 -24%
1WM
1855
1858 Wealth Management
Ohio
$546K -$17.2K -54 -3%
RIG
1856
RiverFront Investment Group
Virginia
$546K -$182K -573 -26%
AWA
1857
Acorn Wealth Advisors
Michigan
$545K -$318 -1 -0.1%
TWP
1858
Tyche Wealth Partners
Texas
$543K +$13K +41 +3%
DP
1859
Dearborn Partners
Illinois
$543K – – –
BL
1860
Balentine LLC
Georgia
$542K +$35.9K +113 +7%
SWM
1861
Silverlake Wealth Management
Vermont
$542K -$40.1K -126 -7%
SAM
1862
Strive Asset Management
Ohio
$541K -$22.6K -71 -4%
SW
1863
Solidarity Wealth
Utah
$540K -$2.46M -7,748 -83%
BOJHT
1864
Bank of Jackson Hole Trust
Wyoming
$538K +$221K +695 +75%
CP
1865
CenterBook Partners
Connecticut
$538K +$55K +173 +12%
PWS
1866
Peterson Wealth Services
Utah
$537K +$138K +433 +27%
HR
1867
Howe & Rusling
New York
$536K -$106K -333 -17%
RIM
1868
Rockbridge Investment Management
New York
$536K – – –
Twin Tree Management
1869
Twin Tree Management
Texas
$536K +$514K +1,615 New
VA
1870
Valmark Advisers
Ohio
$536K +$5.41K +17 +1%
CPIA
1871
Cornell Pochily Investment Advisors
New York
$536K +$636 +2 +0.1%
RWPA
1872
Richard W. Paul & Associates
Michigan
$535K -$3.5K -11 -0.7%
FFA
1873
Fragasso Financial Advisors
Pennsylvania
$533K +$9.22K +29 +2%
PWW
1874
Pettyjohn Wood & White
Virginia
$532K – – –
HFS
1875
Heritage Financial Services
Massachusetts
$532K +$32.8K +103 +7%