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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
FMB
2201
Field & Main Bank
Kentucky
$92.6K – – –
IWMWV
2202
Ironwood Wealth Management (West Virginia)
West Virginia
$90K – – –
PB
2203
Pinnacle Bancorp
Nebraska
$88.9K – – –
CWP
2204
Concord Wealth Partners
Virginia
$88.5K -$20.6K -89 -19%
AEPWM
2205
Atlantic Edge Private Wealth Management
Florida
$86.6K – – –
BIA
2206
Bell Investment Advisors
California
$85.4K +$2.32K +10 +3%
VAMG
2207
Voisard Asset Management Group
Michigan
$82.2K – – –
CAC
2208
Core Alternative Capital
Georgia
$79.7K – – –
SP
2209
SWS Partners
Ohio
$77.2K +$77.1K +333 New
FCG
2210
Financial Connections Group
California
$77K – – –
HCM
2211
Hollencrest Capital Management
California
$75.7K – – –
GA
2212
GoalVest Advisory
New York
$75.5K – – –
PWMG
2213
Private Wealth Management Group
New Jersey
$74.6K +$232 +1 +0.3%
CCA
2214
Criterion Capital Advisors
Tennessee
$74.1K – – –
MS
2215
Mizuho Securities
Japan
$74.1K +$74.1K +320 New
NCM
2216
Northwest Capital Management
Oregon
$72.5K -$133K -575 -65%
NMM
2217
Naples Money Management
Florida
$70.3K – – –
OPTFSNA
2218
Old Point Trust & Financial Services N A
Virginia
$69.9K – – –
FIM
2219
FWL Investment Management
Texas
$69.5K – – –
WOSD
2220
WFA of San Diego
California
$69.2K +$69.2K +299 New
SC
2221
Stephens Consulting
Michigan
$68.3K +$8.57K +37 +14%
RDFA
2222
Ritter Daniher Financial Advisory
Ohio
$67.8K – – –
HC
2223
Hoese & Co
Minnesota
$67.2K – – –
FNWA
2224
Financial Network Wealth Advisors
Utah
$67.2K +$67.2K +290 New
RFS
2225
Richardson Financial Services
Massachusetts
$65.3K – – –