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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
ACA
2201
Ackerman Capital Advisors
Texas
$255K – – –
PL
2202
Perpetual Ltd
Australia
$254K – – –
FPW
2203
Fairvoy Private Wealth
Alabama
$254K -$9.46K -32 -3%
CPSAC
2204
Chas P. Smith & Associates (CPS)
Florida
$253K -$591 -2 -0.2%
QWM
2205
Quadcap Wealth Management
Texas
$253K +$12.7K +43 +5%
LCWP
2206
Legacy Capital Wealth Partners
Arkansas
$253K -$60.3K -204 -18%
MC
2207
Marest Capital
California
$252K +$591 +2 +0.2%
HA
2208
HC Advisors
Georgia
$252K +$591 +2 +0.2%
GS
2209
GWN Securities
Florida
$252K +$47K +159 +20%
GPI
2210
General Partner Inc
Pennsylvania
$252K – – –
LIG
2211
Lokken Investment Group
Delaware
$252K +$276K +935 New
RCG
2212
Ruane, Cunniff & Goldfarb
New York
$251K – – –
MFGM
2213
Marshall Financial Group (Maryland)
Maryland
$250K +$5.91K +20 +2%
BWS
2214
Broadway Wealth Solutions
Texas
$250K – – –
OWA
2215
Octavia Wealth Advisors
Ohio
$249K -$6.8K -23 -2%
WWM
2216
WT Wealth Management
Arizona
$248K – – –
EIA
2217
Edgemoor Investment Advisors
Maryland
$248K – – –
OC
2218
Opinicus Capital
Florida
$248K +$272K +920 New
SC
2219
Stephenson & Company
California
$247K – – –
AC
2220
ASB Consultores
Florida
$247K -$476K -1,609 -64%
Betterment LLC
2221
Betterment LLC
New York
$246K -$8.57K -29 -3%
AW
2222
Avion Wealth
Texas
$246K – – –
NCTC
2223
New Covenant Trust Company
Indiana
$246K -$9.16K -31 -3%
MPM
2224
Meritage Portfolio Management
Kansas
$245K -$5.91K -20 -2%
OFW
2225
Omnia Family Wealth
Florida
$244K +$62.1K +210 +30%