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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
TA
1951
TrueWealth Advisors
Alabama
$202K +$174K +1,078 New
BA
1952
Bristlecone Advisors
Washington
$202K +$173K +1,076 New
QFA
1953
Quantum Financial Advisors
California
$201K +$173K +1,073 New
GCM
1954
Gallacher Capital Management
Colorado
$200K +$172K +1,068 New
OWM
1955
OneAscent Wealth Management
Alabama
$200K +$171K +1,065 New
IBOK
1956
Independence Bank of Kentucky
Kentucky
$200K
HIIFS
1957
Harel Insurance Investments & Financial Services
Israel
$198K
A
1958
AJOVista
Massachusetts
$196K +$169K +1,048 New
CAL
1959
Capital Advisors Ltd
Ohio
$195K -$4.67K -29 -3%
CAM
1960
Close Asset Management
United Kingdom
$188K
EAM
1961
EdenTree Asset Management
United Kingdom
$187K
MAWCM
1962
Mine & Arao Wealth Creation & Management
California
$187K
BONH
1963
Bank of New Hampshire
New Hampshire
$184K
OCM
1964
Osterweis Capital Management
California
$184K
TC
1965
Truvestments Capital
Florida
$181K +$161 +1 +0.1%
GPI
1966
General Partner Inc
Pennsylvania
$175K
WBC
1967
West Branch Capital
Massachusetts
$175K +$8.05K +50 +6%
FMII
1968
Farmers & Merchants Investments Inc
Nebraska
$169K -$10.8K -67 -7%
NCM
1969
Northwest Capital Management
Oregon
$166K
DE
1970
Day & Ennis
Georgia
$166K +$143K +887 New
TCA
1971
Trifecta Capital Advisors
Illinois
$166K +$161 +1 +0.1%
PPWM
1972
PFG Private Wealth Management
Florida
$165K -$1.45K -9 -1%
WWM
1973
Wolff Wiese Magana
California
$162K +$805 +5 +0.6%
OCM
1974
Orion Capital Management
California
$157K
DF
1975
DecisionPoint Financial
Arizona
$154K +$88.5K +550 +200%