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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
CAL
2101
Capital Advisors Ltd
Ohio
$488K – – –
NDBT
2102
North Dallas Bank & Trust
Texas
$488K +$472K +1,318 New
SWA
2103
SFMG Wealth Advisors
Texas
$487K +$16.1K +45 +4%
MHC
2104
May Hill Capital
Massachusetts
$486K +$34.7K +97 +8%
BCM
2105
BTC Capital Management
Iowa
$485K +$81.6K +228 +21%
Capstone Investment Advisors
2106
Capstone Investment Advisors
New York
$483K -$4.88M -13,646 -91%
AFT
2107
Alpha Family Trust
California
$483K – – –
KFA
2108
Kapstone Financial Advisors
Ohio
$482K – – –
SN
2109
Sittner & Nelson
Oregon
$482K +$5.37K +15 +1%
LWIC
2110
Leith Wheeler Investment Counsel
British Columbia, Canada
$481K +$465K +1,300 New
WDC
2111
Woodward Diversified Capital
California
$481K +$6.8K +19 +1%
VWM
2112
Vigilare Wealth Management
Arizona
$478K – – –
WG
2113
Wealth Group
North Carolina
$476K +$461K +1,287 New
OPA
2114
Old Port Advisors
Maine
$475K +$3.22K +9 +0.7%
SAA
2115
Southeast Asset Advisors
Georgia
$475K +$716 +2 +0.2%
FB
2116
First Bancorp
Maine
$474K -$64.4K -180 -12%
MHR
2117
Matthew Hamilton Rosenberg
$473K – – –
4WM
2118
4J Wealth Management
Virginia
$473K – – –
NEWAS
2119
N.E.W. Advisory Services
Wisconsin
$473K +$143K +400 +46%
PIN
2120
Prudent Investors Network
California
$472K – – –
TIM
2121
Tortoise Investment Management
New York
$471K -$48.7K -136 -10%
LOWM
2122
Laurel Oak Wealth Management
New Jersey
$471K +$456K +1,274 New
GAMC
2123
Garner Asset Management Corp
Texas
$470K -$10.7K -30 -2%
EPP
2124
ETF Portfolio Partners
Kansas
$469K – – –
HW
2125
HORAN Wealth
Ohio
$469K +$230K +643 +103%