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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
ATI
2126
Act Two Investors
California
$285K -$173K -585 -36%
FMII
2127
Farmers & Merchants Investments Inc
Nebraska
$285K +$50K +169 +19%
PA
2128
Planning Alternatives
Michigan
$285K +$313K +1,058 New
GIA
2129
Guyasuta Investment Advisors
Pennsylvania
$284K – – –
THL
2130
Tillman Hartley LLC
Colorado
$284K -$90.4K -306 -23%
AFW
2131
Avantra Family Wealth
Pennsylvania
$282K – – –
DFA
2132
Delta Financial Advisors
Louisiana
$282K – – –
SFP
2133
Shepherd Financial Partners
Massachusetts
$281K – – –
CIAS
2134
Capital Investment Advisory Services
North Carolina
$280K -$1.77K -6 -0.6%
PTC
2135
Petrus Trust Company
Texas
$280K +$308K +1,041 New
ONST
2136
Old North State Trust
North Carolina
$280K – – –
SIC
2137
Sterling Investment Counsel
New York
$280K +$307K +1,040 New
NQWM
2138
Northwest Quadrant Wealth Management
Oregon
$280K +$296 +1 +0.1%
GWM
2139
Greenwich Wealth Management
Connecticut
$279K -$105K -356 -26%
FWA
2140
Flagship Wealth Advisors
Massachusetts
$279K – – –
PMSA
2141
Patrick M. Sweeney & Associates
Illinois
$279K -$14.8K -50 -5%
OPPS
2142
Obsidian Personal Planning Solutions
Maryland
$279K – – –
1C
2143
111 Capital
France
$278K +$305K +1,033 New
BW
2144
BIP Wealth
Georgia
$278K +$296 +1 +0.1%
EC
2145
EntryPoint Capital
New York
$278K +$305K +1,032 New
LWA
2146
Lineweaver Wealth Advisors
Ohio
$277K -$6.5K -22 -2%
MHC
2147
May Hill Capital
Massachusetts
$277K -$12.1K -41 -4%
PCM
2148
Park Capital Management
Wisconsin
$276K +$13.3K +45 +5%
BCM
2149
BluePointe Capital Management
California
$276K +$59.1K +200 +24%
PMWMG
2150
Parr McKnight Wealth Management Group
Minnesota
$276K -$296 -1 -0.1%