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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
SFG
2126
SevenBridge Financial Group
Pennsylvania
$362K -$10.5K -33 -3%
RAM
2127
Redmond Asset Management
Virginia
$361K -$39.8K -125 -10%
PCMC
2128
Paragon Capital Management (Colorado)
Colorado
$361K
BWA
2129
Bestgate Wealth Advisors
Maryland
$360K
BCM
2130
BTC Capital Management
Iowa
$360K
BDF
2131
Black Diamond Financial
Maryland
$360K +$345K +1,084 New
TCBWMS
2132
Texas Capital Bank Wealth Management Services
Texas
$360K +$101K +316 +41%
GIA
2133
Guyasuta Investment Advisors
Pennsylvania
$359K
OIS
2134
OneAscent Investment Solutions
Alabama
$357K +$16.5K +52 +5%
FPB
2135
First PREMIER Bank
South Dakota
$357K
CFS
2136
CRA Financial Services
New Jersey
$357K +$10.5K +33 +3%
SPAS
2137
Spectrum Planning & Advisory Services
California
$357K -$39.1K -123 -10%
Wolverine Trading
2138
Wolverine Trading
Illinois
$356K +$331K +1,041 New
PCM
2139
Park Capital Management
Wisconsin
$356K +$8.91K +28 +3%
SFP
2140
Shepherd Financial Partners
Massachusetts
$355K +$4.77K +15 +1%
AWM
2141
Accel Wealth Management
Iowa
$355K -$234K -737 -41%
AA
2142
Acorns Advisers
California
$355K +$33.1K +104 +11%
AT
2143
Arlington Trust
Alabama
$355K
FFP
2144
FourThought Financial Partners
Florida
$354K -$52.2K -164 -13%
ACM
2145
Aster Capital Management
United Arab Emirates
$354K +$301K +946 +795%
OWA
2146
Octavia Wealth Advisors
Ohio
$353K +$41.4K +130 +14%
OC
2147
Opinicus Capital
Florida
$352K -$35.9K -113 -10%
EDRH
2148
Edmond de Rothschild Holding
Switzerland
$351K
BA
2149
Bristlecone Advisors
Washington
$349K
OFW
2150
Omnia Family Wealth
Florida
$349K -$636 -2 -0.2%