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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
SWTS
2126
Stonehaven Wealth & Tax Solutions
Wisconsin
$363K -$6.68K -21 -2%
PWP
2127
Perfromance Wealth Partners
Illinois
$362K -$3.5K -11 -1%
SFG
2128
SevenBridge Financial Group
Pennsylvania
$362K -$10.5K -33 -3%
RAM
2129
Redmond Asset Management
Virginia
$361K -$39.8K -125 -10%
PCMC
2130
Paragon Capital Management (Colorado)
Colorado
$361K – – –
BWA
2131
Bestgate Wealth Advisors
Maryland
$360K – – –
BCM
2132
BTC Capital Management
Iowa
$360K – – –
BDF
2133
Black Diamond Financial
Maryland
$360K +$345K +1,084 New
TCBWMS
2134
Texas Capital Bank Wealth Management Services
Texas
$360K +$101K +316 +41%
GIA
2135
Guyasuta Investment Advisors
Pennsylvania
$359K – – –
OIS
2136
OneAscent Investment Solutions
Alabama
$357K +$16.5K +52 +5%
FPB
2137
First PREMIER Bank
South Dakota
$357K – – –
CFS
2138
CRA Financial Services
New Jersey
$357K +$10.5K +33 +3%
SPAS
2139
Spectrum Planning & Advisory Services
California
$357K -$39.1K -123 -10%
Wolverine Trading
2140
Wolverine Trading
Illinois
$356K +$331K +1,041 New
PCM
2141
Park Capital Management
Wisconsin
$356K +$8.91K +28 +3%
SFP
2142
Shepherd Financial Partners
Massachusetts
$355K +$4.77K +15 +1%
AWM
2143
Accel Wealth Management
Iowa
$355K -$234K -737 -41%
AA
2144
Acorns Advisers
California
$355K +$33.1K +104 +11%
AT
2145
Arlington Trust
Alabama
$355K – – –
FFP
2146
FourThought Financial Partners
Florida
$354K -$52.2K -164 -13%
ACM
2147
Aster Capital Management
United Arab Emirates
$354K +$301K +946 +795%
OWA
2148
Octavia Wealth Advisors
Ohio
$353K +$41.4K +130 +14%
OC
2149
Opinicus Capital
Florida
$352K -$35.9K -113 -10%
EDRH
2150
Edmond de Rothschild Holding
Switzerland
$351K – – –