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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
WG
2101
Wealth Group
North Carolina
$404K +$16.8K +50 +4%
WP
2102
WealthShield Partners
North Carolina
$404K +$1.68K +5 +0.4%
HFRG
2103
Houlihan Financial Resource Group
Virginia
$404K
MBC
2104
Michael Brady & Co
Ohio
$404K
APWA
2105
Atlas Private Wealth Advisors
New Jersey
$404K -$20.5K -61 -4%
WCFA
2106
Walkner Condon Financial Advisors
Wisconsin
$403K -$58K -173 -11%
PA
2107
Planning Alternatives
Michigan
$402K +$80.1K +239 +22%
OIS
2108
OneAscent Investment Solutions
Alabama
$400K +$335 +1 +0.1%
T
2109
TrustBank
Illinois
$399K
CAL
2110
Capital Advisors Ltd
Ohio
$399K
KFAS
2111
Keating Financial Advisory Services
Kansas
$399K -$795K -2,371 -64%
PGAM
2112
Princeton Global Asset Management
New Jersey
$398K +$36.5K +109 +9%
TIM
2113
Tortoise Investment Management
New York
$397K +$13.1K +39 +3%
KP
2114
Kitching Partners
Pennsylvania
$396K +$40.2K +120 +10%
MFPI
2115
Midwest Financial Partners Investments
Minnesota
$395K +$62K +185 +16%
HKAM
2116
Horizon Kinetics Asset Management
New York
$395K +$212K +631 +93%
MPIA
2117
Mountain Pacific Investment Advisers
Idaho
$395K -$67.1K -200 -13%
AFT
2118
Alpha Family Trust
California
$395K
HAS
2119
HBW Advisory Services
California
$393K -$26.2K -78 -6%
RIA
2120
Regal Investment Advisors
Michigan
$393K -$56K -167 -11%
LWIC
2121
Leith Wheeler Investment Counsel
British Columbia, Canada
$393K
HIIFS
2122
Harel Insurance Investments & Financial Services
Israel
$393K +$96.9K +289 +29%
Acadian Asset Management
2123
Acadian Asset Management
Massachusetts
$392K -$54.7K -163 -11%
MHR
2124
Matthew Hamilton Rosenberg
$392K +$5.37K +16 +1%
VWM
2125
Vigilare Wealth Management
Arizona
$391K