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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
AA
1851
Ancora Advisors
Ohio
$571K – – –
WKSWA
1852
White Knight Strategic Wealth Advisors
New Jersey
$570K -$14.4K -43 -2%
Financial Engines Advisors
1853
Financial Engines Advisors
California
$570K -$109K -325 -15%
AAS
1854
Annex Advisory Services
Wisconsin
$570K +$125K +374 +25%
KMWM
1855
Keudell/Morrison Wealth Management
Oregon
$570K +$59.3K +177 +10%
PWP
1856
Phillips Wealth Planners
Mississippi
$570K +$16.8K +50 +3%
HA
1857
Herold Advisors
New York
$569K +$57.3K +171 +10%
VA
1858
Valmark Advisers
Ohio
$568K +$11.7K +35 +2%
MFC
1859
Mechanics Financial Corp
Ohio
$567K – – –
SIAP
1860
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$567K – – –
NL
1861
NWAM LLC
Washington
$566K -$5.03K -15 -0.8%
AIM
1862
Athena Investment Management
California
$566K -$36.2K -108 -5%
PWW
1863
Pettyjohn Wood & White
Virginia
$566K – – –
TC
1864
Truvestments Capital
Florida
$566K +$24.5K +73 +4%
KWS
1865
Keystone Wealth Services
California
$565K -$3.35K -10 -0.5%
SLG
1866
Stanley-Laman Group
Pennsylvania
$562K +$31.2K +93 +5%
TC
1867
TFR Capital
Texas
$561K +$42.2K +126 +7%
LFS
1868
Legacy Financial Strategies
Kansas
$561K -$12.7K -38 -2%
TAM
1869
Trillium Asset Management
Massachusetts
$561K -$36.2K -108 -5%
PE
1870
PCM Encore
Colorado
$560K +$74.1K +221 +14%
PAMG
1871
Patton Albertson Miller Group
Tennessee
$560K -$3.69K -11 -0.6%
TS
1872
TradeWell Securities
Indiana
$559K +$671 +2 +0.1%
BOJHT
1873
Bank of Jackson Hole Trust
Wyoming
$557K +$6.71K +20 +1%
TW
1874
Tempo Wealth
Ohio
$555K +$62.4K +186 +11%
CFA
1875
Capstone Financial Advisors
Illinois
$554K -$31.9K -95 -5%