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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
CI
2026
Cordant Inc
Oregon
$17K +$16.6K +92 New
DWMG
2027
DB Wealth Management Group
California
$15K
WAS
2028
Winch Advisory Services
Wisconsin
$14K -$4.33K -24 -24%
OSNBOA
2029
Old Second National Bank of Aurora
Illinois
$13K
AW
2030
Alaethes Wealth
Nevada
$12K
CP
2031
Corbenic Partners
Pennsylvania
$12K
JWM
2032
Janiczek Wealth Management
Colorado
$11K +$5.6K +31 +103%
ARIS
2033
Advanced Research Investment Solutions
California
$11K +$10.5K +58 New
AWM
2034
Activest Wealth Management
Florida
$10K
PPWM
2035
PFG Private Wealth Management
Florida
$10K
DI
2036
Disciplined Investments
Oklahoma
$10K +$8.31K +46 +920%
GKIM
2037
GW&K Investment Management
Massachusetts
$10K +$9.21K +51 New
ACM
2038
Antonetti Capital Management
Florida
$9K -$587K -3,250 -98%
RG
2039
Retirement Group
California
$9K
DBG
2040
De Burlo Group
Massachusetts
$8.41K +$8.13K +45 New
HCM
2041
Horrell Capital Management
Arkansas
$8K
TFGT
2042
TS Financial Group (TSFG)
Illinois
$8K
LS
2043
Leelyn Smith
Illinois
$8K +$8.13K +45 New
CWC
2044
Carolinas Wealth Consulting
North Carolina
$7K -$361 -2 -5%
MS
2045
Mizuho Securities
Japan
$7K
HF
2046
Halpern Financial
Virginia
$6.73K -$18.1K -100 -74%
Credit Agricole
2047
Credit Agricole
France
$6K -$4.55M -25,212 -100%
GCM
2048
Gables Capital Management
Florida
$6K +$5.42K +30 New
BWP
2049
Baldwin Wealth Partners
Massachusetts
$5K +$5.06K +28 New
Loomis, Sayles & Company
2050
Loomis, Sayles & Company
Massachusetts
$5K +$5.06K +28 New