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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
ACI
2151
Alpha Cubed Investments
California
$458K -$19.7K -55 -4%
MSCM
2152
McElhenny Sheffield Capital Management
Texas
$457K -$194K -543 -31%
IIA
2153
IPG Investment Advisors
California
$457K -$24.3K -68 -5%
GRWP
2154
Green Ridge Wealth Planning
New Jersey
$456K +$441K +1,233 New
RA
2155
Ruggaard & Associates
Ohio
$456K +$358 +1 +0.1%
CAM
2156
Claret Asset Management
Quebec, Canada
$456K -$716 -2 -0.2%
ECA
2157
Elevated Capital Advisors
Utah
$454K -$14K -39 -3%
Bank Julius Baer & Co
2158
Bank Julius Baer & Co
Switzerland
$454K -$1.94M -5,435 -82%
FCM
2159
Firestone Capital Management
Florida
$453K – – –
RSVP
2160
Ramsay Stattman Vela & Price
Colorado
$453K – – –
CSB
2161
City State Bank
Iowa
$452K – – –
OFG
2162
Omega Financial Group
California
$451K +$6.44K +18 +2%
WQ
2163
Wealth Quarterback
New Jersey
$450K – – –
AMG
2164
Advisors Management Group
Wisconsin
$449K -$13.2K -37 -3%
PGAM
2165
Princeton Global Asset Management
New Jersey
$447K -$4.65K -13 -1%
SMWM
2166
Silvia McColl Wealth Management
California
$447K – – –
APG
2167
Abacus Planning Group
South Carolina
$447K +$9.3K +26 +2%
JF
2168
Joule Financial
Kentucky
$445K +$14K +39 +3%
HWA
2169
HHM Wealth Advisors
Tennessee
$444K -$5.37K -15 -1%
SSA
2170
Shepherd Street Advisors
California
$444K +$429K +1,200 New
IC
2171
Inscription Capital
Texas
$443K +$11.5K +32 +3%
DOA
2172
D'Orazio & Associates
Virginia
$443K +$22.2K +62 +5%
BWM
2173
Birchcreek Wealth Management
Ohio
$442K -$24.7K -69 -5%
MF
2174
Manchester Financial
California
$442K -$4.29K -12 -1%
WSA
2175
Wealth Science Advisors
Georgia
$441K +$427K +1,192 New