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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1876
Austin Wealth Management
Texas
$298K
BSSFA
1877
Baron Silver Stevens Financial Advisors
Florida
$298K +$271K +1,307 New
MMHP
1878
Murphy Middleton Hinkle & Parker
Georgia
$297K
MCP
1879
Mirador Capital Partners
California
$297K -$28.6K -138 -10%
AFT
1880
Alpha Family Trust
California
$297K
KFA
1881
Kapstone Financial Advisors
Ohio
$297K
LJHT
1882
Laurie J. Hall Trustee
$297K -$30.1K -145 -10%
RWP
1883
Revolve Wealth Partners
New Jersey
$297K +$17.6K +85 +7%
MA
1884
MJP Associates
Connecticut
$297K +$270K +1,303 New
LW
1885
Libra Wealth
California
$296K
SOW
1886
State of Wyoming
Wyoming
$296K -$13.9K -67 -5%
CG
1887
Cutler Group
California
$295K +$269K +1,298 New
AAG
1888
Armstrong Advisory Group
Massachusetts
$294K
BOPW
1889
Brandywine Oak Private Wealth
Pennsylvania
$294K
PCWA
1890
Pacific Capital Wealth Advisors
California
$293K +$6.63K +32 +3%
PWA
1891
Physician Wealth Advisors
Utah
$292K +$39.4K +190 +17%
NSAM
1892
North Star Asset Management
Wisconsin
$291K +$8.92K +43 +3%
4WM
1893
4J Wealth Management
Virginia
$291K
SWM
1894
Stockman Wealth Management
Montana
$291K +$1.24K +6 +0.5%
EPP
1895
ETF Portfolio Partners
Kansas
$289K
MC
1896
Middleton & Co
Massachusetts
$289K
BEW
1897
Burton Enright Welch
California
$289K -$12.6K -61 -5%
SAA
1898
Southeast Asset Advisors
Georgia
$289K +$622 +3 +0.2%
OWA
1899
One Wealth Advisors
California
$286K +$261K +1,257 New
CAC
1900
Certified Advisory Corp
Florida
$285K