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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
2076
Alterna Wealth Management
Texas
$209K +$191K +920 New
SC
2077
Stephenson & Company
California
$209K +$190K +918 New
FH
2078
FWG Holdings
Florida
$208K +$181K +871 New
AWP
2079
Accretive Wealth Partners
New Jersey
$208K +$187K +900 New
RWA
2080
Roberts Wealth Advisors
California
$207K +$197K +950 New
LA
2081
Latitude Advisors
Florida
$207K +$189K +910 New
MPM
2082
Meritage Portfolio Management
Kansas
$207K +$188K +909 New
LWMG
2083
Levy Wealth Management Group
Pennsylvania
$207K – – –
LCWP
2084
Legacy Capital Wealth Partners
Arkansas
$207K -$216K -1,042 -45%
MSFS
2085
Main Street Financial Solutions
Pennsylvania
$207K +$188K +908 New
PD
2086
Planning Directions
Pennsylvania
$206K +$188K +905 New
GB
2087
Goepper Burkhardt
South Carolina
$206K +$176K +850 New
AFA
2088
American Financial Advisors
Georgia
$205K +$187K +901 New
AA
2089
Alesco Advisors
New York
$205K +$187K +900 New
TF
2090
Talbot Financial
Washington
$205K +$187K +900 New
AC
2091
Apella Capital
Connecticut
$204K +$193K +930 New
IB
2092
Intrust Bank
Kansas
$204K +$186K +896 New
Financial Engines Advisors
2093
Financial Engines Advisors
California
$204K +$186K +895 New
NCM
2094
Northwest Capital Management
Oregon
$202K – – –
WBC
2095
West Branch Capital
Massachusetts
$201K -$10.4K -50 -5%
PAMG
2096
Patton Albertson Miller Group
Tennessee
$201K +$183K +881 New
FBT
2097
First Bankers Trust
Kentucky
$201K +$183K +881 New
WE
2098
Wealth Effects
Massachusetts
$200K +$182K +880 New
WWM
2099
Wolff Wiese Magana
California
$197K – – –
DF
2100
DecisionPoint Financial
Arizona
$194K – – –