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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
KWA
2101
Kellett Wealth Advisors
Ohio
$349K +$308K +1,096 New
WFA
2102
Wellspring Financial Advisors
Ohio
$349K +$308K +1,095 New
AFM
2103
Aspetuck Financial Management
Connecticut
$349K +$2.81K +10 +0.9%
NAMNJ
2104
NorthStar Asset Management (New Jersey)
New Jersey
$348K +$6.75K +24 +2%
FBT
2105
First Bankers Trust
Kentucky
$348K +$4.22K +15 +1%
TA
2106
TruWealth Advisors
Louisiana
$347K – – –
PCMC
2107
Paragon Capital Management (Colorado)
Colorado
$347K – – –
TC
2108
Truvestments Capital
Florida
$347K -$22.2K -79 -7%
RIA
2109
Regal Investment Advisors
Michigan
$346K +$306K +1,086 New
GWP
2110
Gateway Wealth Partners
Wisconsin
$346K -$3.66K -13 -1%
DOA
2111
D'Orazio & Associates
Virginia
$346K -$6.47K -23 -2%
BCM
2112
BTC Capital Management
Iowa
$346K – – –
LI
2113
Lafayette Investments
Maryland
$345K -$11.3K -40 -4%
GIA
2114
Guyasuta Investment Advisors
Pennsylvania
$344K +$7.04K +25 +2%
FGWP
2115
Founders Grove Wealth Partners
Virginia
$344K +$20.3K +72 +7%
FPB
2116
First PREMIER Bank
South Dakota
$343K +$171K +607 +130%
AT
2117
Arlington Trust
Alabama
$341K -$6.47K -23 -2%
SFGP
2118
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$341K -$3.66K -13 -1%
OWP
2119
ORG Wealth Partners
Texas
$339K -$7.32K -26 -2%
THL
2120
Tillman Hartley LLC
Colorado
$339K +$2.81K +10 +0.9%
CCG
2121
Catalina Capital Group
California
$339K -$69.2K -246 -19%
ATI
2122
Act Two Investors
California
$338K – – –
Facet Wealth Inc
2123
Facet Wealth Inc
Maryland
$338K +$317K +1,128 New
BCG
2124
Bravias Capital Group
New Jersey
$337K +$298K +1,058 New
Edmond de Rothschild Holding
2125
Edmond de Rothschild Holding
Switzerland
$337K -$42.5K -151 -13%