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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
2151
Mascoma Wealth Management
New Hampshire
$162K -$25.2K -109 -13%
CB
2152
Chris Bulman
California
$159K +$159K +688 New
IHWM
2153
Iron Horse Wealth Management
Iowa
$159K +$136K +587 +587%
FMTCOCP
2154
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$159K – – –
FCT
2155
First Community Trust
Iowa
$159K – – –
AW
2156
Avion Wealth
Texas
$154K +$2.78K +12 +2%
AT
2157
Avalon Trust
New Mexico
$153K -$20.8K -90 -12%
LB
2158
Legacy Bridge
Iowa
$148K – – –
W
2159
WealthCollab
Washington
$148K – – –
BWL
2160
Bogart Wealth LLC
Virginia
$147K +$35.4K +153 +32%
WPWM
2161
Western Pacific Wealth Management
Illinois
$147K – – –
AT
2162
Arlington Trust
Alabama
$147K – – –
BGAI
2163
Bruce G. Allen Investments
Colorado
$144K -$8.57K -37 -6%
DMBA
2164
Deseret Mutual Benefit Administrators
Utah
$144K -$12.7K -55 -8%
TCA
2165
Trifecta Capital Advisors
Illinois
$143K -$11.6K -50 -8%
KWAG
2166
Kiely Wealth Advisory Group
North Carolina
$140K – – –
Walleye Capital
2167
Walleye Capital
New York
$140K -$43.4M -187,203 -100%
TFM
2168
TFC Financial Management
Massachusetts
$140K – – –
SNB
2169
Security National Bank
Nebraska
$139K – – –
LI
2170
LRI Investments
Florida
$137K +$44.2K +191 +48%
SIS
2171
Strategic Investment Solutions
Illinois
$134K +$135K +581 New
FPF
2172
First Pacific Financial
Washington
$131K -$1.39K -6 -1%
WBWA
2173
William B. Walkup & Associates
South Carolina
$131K +$131K +565 New
WCMN
2174
Westchester Capital Management (Nebraska)
Nebraska
$130K – – –
WPA
2175
West Paces Advisors
Georgia
$129K -$6.72K -29 -5%