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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
FNT
2176
First Nebraska Trust
Nebraska
$283K – – –
OWA
2177
Octavia Wealth Advisors
Ohio
$281K – – –
PCA
2178
Providence Capital Advisors
North Carolina
$281K +$51.1K +178 +23%
RWA
2179
Roberts Wealth Advisors
California
$281K +$259K +900 New
ACA
2180
Ackerman Capital Advisors
Texas
$281K – – –
PL
2181
Perpetual Ltd
Australia
$280K +$287 +1 +0.1%
AC
2182
AlphaCore Capital
California
$280K +$44.8K +156 +20%
CPSAC
2183
Chas P. Smith & Associates (CPS)
Florida
$280K – – –
LJHT
2184
Laurie J. Hall Trustee
$280K -$91.9K -320 -25%
ONST
2185
Old North State Trust
North Carolina
$280K +$271K +943 New
Betterment LLC
2186
Betterment LLC
New York
$280K +$271K +944 New
BWP
2187
Barlow Wealth Partners
Kentucky
$280K – – –
WF
2188
Whelan Financial
California
$280K +$271K +942 New
SHFP
2189
Second Half Financial Partners
Florida
$279K -$16.1K -56 -6%
GPI
2190
General Partner Inc
Pennsylvania
$278K – – –
MC
2191
Marest Capital
California
$278K +$862 +3 +0.3%
HA
2192
HC Advisors
Georgia
$278K +$269K +935 New
RCG
2193
Ruane, Cunniff & Goldfarb
New York
$277K – – –
AC
2194
Apella Capital
Connecticut
$276K -$8.33K -29 -3%
IIA
2195
IPG Investment Advisors
California
$276K -$1.86M -6,478 -87%
FH
2196
FWG Holdings
Florida
$276K – – –
MCP
2197
Mirador Capital Partners
California
$276K -$15.2K -53 -5%
MPM
2198
Meritage Portfolio Management
Kansas
$276K +$5.75K +20 +2%
BWS
2199
Broadway Wealth Solutions
Texas
$276K +$267K +929 New
PWP
2200
Phillips Wealth Planners
Mississippi
$276K +$27.6K +96 +11%