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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
CHC
1876
City Holding Co
West Virginia
$530K -$24.8K -78 -5%
ACM
1877
Allred Capital Management
Texas
$529K +$636 +2 +0.1%
SAM
1878
Strategy Asset Managers
California
$528K -$635K -1,995 -56%
KPWG
1879
KFA Private Wealth Group
Virginia
$528K
R
1880
Rebalance
California
$526K
AWM
1881
Austin Wealth Management
Texas
$525K +$954 +3 +0.2%
FBC
1882
Fairfield, Bush & Co
Connecticut
$525K
IRC
1883
Investors Research Corp
Georgia
$523K +$15.9K +50 +3%
PWP
1884
Phillips Wealth Planners
Mississippi
$522K +$94.5K +297 +23%
APIM
1885
Agate Pass Investment Management
Washington
$521K
LI
1886
LMCG Investments
Massachusetts
$519K -$84.6K -266 -15%
FDDB
1887
Fidelity D&D Bancorp
Pennsylvania
$518K
AF
1888
Apollon Financial
South Carolina
$518K +$81.4K +256 +20%
HWA
1889
HCR Wealth Advisors
California
$518K -$954 -3 -0.2%
FPL
1890
Fortress Private Ledger
North Carolina
$517K +$57.6K +181 +13%
FWIA
1891
Fort Washington Investment Advisors
Ohio
$516K +$55.7K +175 +13%
WI
1892
WrapManager Inc
California
$515K -$72.8K -229 -13%
IA
1893
Invested Advisors
Pennsylvania
$515K +$540K +1,699 New
ICP
1894
Impact Capital Partners
Colorado
$514K -$45.8K -144 -9%
TFA
1895
Toth Financial Advisory
Virginia
$513K -$2.86K -9 -0.6%
ISFAN
1896
Investor's Fiduciary Advisor Network
Washington
$512K +$318 +1 +0.1%
EWA
1897
Exencial Wealth Advisors
Oklahoma
$512K -$37.5K -118 -7%
DAM
1898
Delta Asset Management
Tennessee
$511K +$18.1K +57 +4%
OL
1899
OneFund LLC
Florida
$511K +$19.4K +61 +4%
MG
1900
Marex Group
$511K +$489K +1,537 New