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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
2151
Gibbs Wealth Management
Georgia
$323K +$39.1K +139 +16%
BWM
2152
Buckley Wealth Management
Nevada
$323K – – –
BCG
2153
BayBridge Capital Group
California
$323K +$34.6K +123 +14%
BW
2154
BIP Wealth
Georgia
$322K -$5.91K -21 -2%
MAWCM
2155
Mine & Arao Wealth Creation & Management
California
$322K +$844 +3 +0.3%
FFM
2156
Fullerton Fund Management
Singapore
$322K -$299K -1,063 -51%
AA
2157
Alesco Advisors
New York
$322K +$844 +3 +0.3%
SH
2158
SLT Holdings
Arizona
$322K +$67.5K +240 +31%
AFW
2159
Avantra Family Wealth
Pennsylvania
$321K -$12.1K -43 -4%
FAM
2160
Formidable Asset Management
Ohio
$321K – – –
FNT
2161
First Nebraska Trust
Nebraska
$321K +$1.41K +5 +0.5%
CST
2162
Charles Schwab Trust
Nevada
$320K +$3.1K +11 +1%
CAC
2163
Certified Advisory Corp
Florida
$320K +$3.1K +11 +1%
CAM
2164
Close Asset Management
United Kingdom
$319K – – –
Cohen & Steers
2165
Cohen & Steers
New York
$319K – – –
PWAM
2166
Pinnacle West Asset Management
Wyoming
$319K – – –
SC
2167
Sierra Capital
Florida
$319K – – –
GJIA
2168
Glass Jacobson Investment Advisors
Maryland
$319K -$23.9K -85 -8%
APW
2169
Acima Private Wealth
Virginia
$319K – – –
ACM
2170
Aurdan Capital Management
Pennsylvania
$319K – – –
WC
2171
Wexford Capital
Florida
$319K – – –
MIM
2172
Meridiem Investment Management
United Kingdom
$319K -$141K -500 -33%
EC
2173
EntryPoint Capital
New York
$318K -$9.85K -35 -3%
DFA
2174
Delta Financial Advisors
Louisiana
$318K -$14.1K -50 -5%
GFA
2175
Gallagher Fiduciary Advisors
Illinois
$316K -$34.1K -121 -11%