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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
RZH
1901
Relyea Zuckerberg Hanson
Connecticut
$519K -$8.05K -24 -1%
PHS
1902
Pekin Hardy Strauss
Illinois
$519K -$450K -1,341 -44%
CA
1903
Cache Advisors
California
$517K
XF
1904
XML Financial
Maryland
$517K -$133K -398 -19%
VCM
1905
Versant Capital Management
Arizona
$516K +$49K +146 +9%
CCWM
1906
Cassaday & Co Wealth Management
Virginia
$516K -$75.1K -224 -12%
ZCI
1907
Zevenbergen Capital Investments
Washington
$514K
ZIG
1908
Zullo Investment Group
Pennsylvania
$512K -$8.72K -26 -2%
JRPIM
1909
Journey Retirement Planning & Investment Management
Idaho
$512K -$1.32M -3,936 -70%
CSPIA
1910
Cary Street Partners Investment Advisory
Virginia
$512K +$12.1K +36 +2%
ACM
1911
Arcataur Capital Management
Wisconsin
$511K +$3.35K +10 +0.6%
KWM
1912
Keebeck Wealth Management
Illinois
$510K +$23.8K +71 +4%
HTIM
1913
Harbour Trust & Investment Management
Indiana
$510K -$3.35K -10 -0.6%
AHC
1914
Adell Harriman & Carpenter
Texas
$510K -$123K -366 -18%
TIM
1915
Thompson Investment Management
Wisconsin
$508K
AF
1916
Apollon Financial
South Carolina
$508K +$1.68K +5 +0.3%
1C
1917
111 Capital
France
$508K +$336K +1,002 +148%
OWM
1918
OneAscent Wealth Management
Alabama
$508K -$8.72K -26 -2%
IIL
1919
Income Insurance Ltd
$508K
LSPW
1920
Lake Street Private Wealth
Illinois
$508K -$9.39K -28 -2%
MTIC
1921
Missouri Trust & Investment Company
Missouri
$507K -$48.6K -145 -8%
NG
1922
Navigation Group
California
$507K +$562K +1,675 New
Twin Tree Management
1923
Twin Tree Management
Texas
$507K +$329K +981 +141%
LWM
1924
Liberty Wealth Management
California
$506K -$16.4K -49 -3%
SAM
1925
Secure Asset Management
Michigan
$506K -$221K -659 -28%