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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
1832 Asset Management
2101
1832 Asset Management
Ontario, Canada
$181K
KFS
2102
Kelly Financial Services
Massachusetts
$178K +$207 +1 +0.1%
PCA
2103
Providence Capital Advisors
North Carolina
$175K
FMP
2104
Financial Management Professionals
Texas
$175K +$18.7K +90 +13%
SFA
2105
Semmax Financial Advisors
North Carolina
$173K +$117K +564 +350%
GJWM
2106
Gilliland Jeter Wealth Management
Arkansas
$173K +$157K +759 New
CB
2107
CNB Bank
Pennsylvania
$173K
AT
2108
Avalon Trust
New Mexico
$171K
VC
2109
Vestor Capital
Illinois
$170K
CP
2110
Castleview Partners
Texas
$169K +$4.56K +22 +3%
CJL
2111
Cyrus J. Lawrence
New York
$165K +$151K +729 New
IGWM
2112
ICA Group Wealth Management
Colorado
$161K +$11K +53 +8%
WIM
2113
Westside Investment Management
California
$158K
FMTCOCP
2114
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$157K -$14.5K -70 -9%
FCT
2115
First Community Trust
Iowa
$156K
PWMG
2116
Prestige Wealth Management Group
New Jersey
$155K -$370K -1,786 -72%
DMBA
2117
Deseret Mutual Benefit Administrators
Utah
$154K
TCA
2118
Trifecta Capital Advisors
Illinois
$152K -$45.8K -221 -25%
BGAI
2119
Bruce G. Allen Investments
Colorado
$151K -$7.26K -35 -5%
AW
2120
Avion Wealth
Texas
$150K +$829 +4 +0.6%
VCM
2121
Versant Capital Management
Arizona
$150K
LB
2122
Legacy Bridge
Iowa
$146K
W
2123
WealthCollab
Washington
$145K
WPWM
2124
Western Pacific Wealth Management
Illinois
$144K
AT
2125
Arlington Trust
Alabama
$144K -$3.32K -16 -2%