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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
VCM
2126
Versant Capital Management
Arizona
$150K – – –
LB
2127
Legacy Bridge
Iowa
$146K – – –
W
2128
WealthCollab
Washington
$145K – – –
WPWM
2129
Western Pacific Wealth Management
Illinois
$144K – – –
AT
2130
Arlington Trust
Alabama
$144K -$3.32K -16 -2%
HIM
2131
Hillsdale Investment Management
Ontario, Canada
$143K +$116K +560 +824%
KWAG
2132
Kiely Wealth Advisory Group
North Carolina
$142K – – –
TFM
2133
TFC Financial Management
Massachusetts
$138K +$622 +3 +0.5%
SNB
2134
Security National Bank
Nebraska
$137K – – –
TFIPS
2135
Towarzystwo Funduszy Inwestycyjnych PZU SA
$137K +$46K +222 +59%
WPA
2136
West Paces Advisors
Georgia
$133K +$14.9K +72 +14%
FPF
2137
First Pacific Financial
Washington
$130K +$1.87K +9 +2%
WCMN
2138
Westchester Capital Management (Nebraska)
Nebraska
$128K – – –
RFA
2139
Register Financial Advisors
Georgia
$119K +$108K +521 New
AA
2140
AlphaMark Advisors
Kentucky
$118K – – –
CIA
2141
Cape Investment Advisory
Georgia
$117K -$26.5K -128 -20%
BHWM
2142
Beaird Harris Wealth Management
Texas
$115K -$3.94K -19 -4%
Marshall Wace
2143
Marshall Wace
United Kingdom
$114K -$457K -2,203 -82%
CWAF
2144
Core Wealth Advisors (Florida)
Florida
$113K – – –
AA
2145
Addison Advisors
Vermont
$113K +$13.7K +66 +15%
SIS
2146
Sound Income Strategies
Florida
$113K +$32.6K +157 +46%
B
2147
Birchbrook
Maine
$112K -$8.71K -42 -8%
T
2148
Tidemark
California
$111K +$35.5K +171 +54%
BWL
2149
Bogart Wealth LLC
Virginia
$110K – – –
SGC
2150
Slocum, Gordon & Co
Rhode Island
$108K -$12.4K -60 -11%