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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
MMHP
1901
Murphy Middleton Hinkle & Parker
Georgia
$302K – – –
AFT
1902
Alpha Family Trust
California
$302K – – –
LJHT
1903
Laurie J. Hall Trustee
$302K – – –
CAC
1904
Certified Advisory Corp
Florida
$302K +$11.6K +50 +4%
BCM
1905
Bayesian Capital Management
New York
$301K -$7.94M -34,306 -96%
WC
1906
Wexford Capital
Florida
$301K -$301K -1,300 -50%
LW
1907
Libra Wealth
California
$301K – – –
FA
1908
FDx Advisors
Illinois
$301K -$261K -1,125 -46%
AT
1909
Arden Trust
Delaware
$300K -$20.4K -88 -6%
Valmark Advisers
1910
Valmark Advisers
Ohio
$300K +$27.8K +120 +10%
AWM
1911
Austin Wealth Management
Texas
$297K +$1.16K +5 +0.4%
RWP
1912
Revolve Wealth Partners
New Jersey
$297K -$5.09K -22 -2%
North Star Asset Management
1913
North Star Asset Management
Wisconsin
$296K – – –
OWA
1914
One Wealth Advisors
California
$296K -$2.78K -12 -1%
4WM
1915
4J Wealth Management
Virginia
$296K – – –
SWM
1916
Stockman Wealth Management
Montana
$295K – – –
BOPW
1917
Brandywine Oak Private Wealth
Pennsylvania
$295K -$4.17K -18 -1%
SAA
1918
Southeast Asset Advisors
Georgia
$294K +$463 +2 +0.2%
CC
1919
Callan Capital
California
$294K +$15.3K +66 +5%
EC
1920
EntryPoint Capital
New York
$294K +$222K +957 +306%
EPP
1921
ETF Portfolio Partners
Kansas
$294K – – –
CAL
1922
Capital Advisors Ltd
Ohio
$293K +$50.7K +219 +21%
MF
1923
Manchester Financial
California
$293K +$293K +1,264 New
SCA
1924
Sandy Cove Advisors
Massachusetts
$292K +$2.08K +9 +0.7%
IIA
1925
IPG Investment Advisors
California
$290K +$5.09K +22 +2%