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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
VIM
2101
Vista Investment Management
Pennsylvania
$322K +$7.76K +27 +3%
BWM
2102
Buckley Wealth Management
Nevada
$322K -$3.73K -13 -1%
BWA
2103
Bestgate Wealth Advisors
Maryland
$322K +$311K +1,084 New
BA
2104
Bristlecone Advisors
Washington
$319K – – –
GSEP
2105
Golden State Equity Partners
California
$319K -$119K -413 -28%
NAMNJ
2106
NorthStar Asset Management (New Jersey)
New Jersey
$319K +$575 +2 +0.2%
NI
2107
NDVR Inc
Massachusetts
$319K +$29.3K +102 +10%
CCM
2108
CAAS Capital Management
New York
$318K +$307K +1,070 New
MHC
2109
May Hill Capital
Massachusetts
$318K +$307K +1,070 New
SFGP
2110
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$317K +$307K +1,068 New
APG
2111
Abacus Planning Group
South Carolina
$316K – – –
DOA
2112
D'Orazio & Associates
Virginia
$316K +$8.62K +30 +3%
PIAS
2113
PCA Investment Advisory Services
Ohio
$314K – – –
SCM
2114
Saxony Capital Management
Missouri
$314K +$10.6K +37 +4%
SPWM
2115
Spartan Planning & Wealth Management
North Carolina
$314K +$304K +1,058 New
GIA
2116
Guyasuta Investment Advisors
Pennsylvania
$313K – – –
LWA
2117
Lineweaver Wealth Advisors
Ohio
$313K -$16.1K -56 -5%
MCM
2118
Monument Capital Management
Virginia
$312K +$15.2K +53 +5%
ABLA
2119
Alan B. Lancz & Associates
Ohio
$312K – – –
CCM
2120
Conway Capital Management
California
$312K +$43.1K +150 +17%
CWA
2121
CJM Wealth Advisers
Virginia
$311K – – –
AFW
2122
Avantra Family Wealth
Pennsylvania
$311K +$301K +1,049 New
GCM
2123
Gallacher Capital Management
Colorado
$311K +$25.6K +89 +9%
CIAS
2124
Capital Investment Advisory Services
North Carolina
$311K +$19.8K +69 +7%
DFA
2125
Delta Financial Advisors
Louisiana
$311K – – –