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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
AWAU
2201
Alliance Wealth Advisors (Utah)
Utah
$420K -$87.7K -245 -18%
CG
2202
Clifford Group
Massachusetts
$420K – – –
HI
2203
Hudock Inc
Pennsylvania
$418K – – –
PCWA
2204
Pacific Capital Wealth Advisors
California
$418K – – –
UFA
2205
Uptown Financial Advisors
Texas
$417K – – –
CTA
2206
Colonial Trust Advisors
South Carolina
$417K -$82.3K -230 -17%
TWP
2207
Triad Wealth Partners
Kansas
$416K +$184K +514 +84%
MFPI
2208
Midwest Financial Partners Investments
Minnesota
$415K +$402K +1,122 New
EV
2209
EJMK Ventures
Illinois
$414K +$401K +1,120 New
SFGP
2210
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$414K +$6.08K +17 +2%
PPWM
2211
PFG Private Wealth Management
Florida
$413K +$399K +1,116 New
ML
2212
Mayport LLC
Massachusetts
$412K +$399K +1,114 New
BWM
2213
Baron Wealth Management
Michigan
$410K +$102K +286 +35%
UWP
2214
Uniting Wealth Partners
Kansas
$410K – – –
CL
2215
COWA LLC
Oklahoma
$409K – – –
GAM
2216
Groupama Asset Management
France
$408K -$16.1K -45 -4%
TA
2217
TruWealth Advisors
Louisiana
$408K -$4.29K -12 -1%
PCA
2218
Providence Capital Advisors
North Carolina
$408K – – –
AA
2219
ABC Arbitrage
France
$408K +$395K +1,103 New
APW
2220
Acima Private Wealth
Virginia
$407K – – –
ODIJL
2221
One Day In July LLC
Vermont
$407K +$48K +134 +14%
BFG
2222
Bouchey Financial Group
New York
$406K -$45.8K -128 -10%
KWA
2223
Kellett Wealth Advisors
Ohio
$406K -$14.3K -40 -4%
NAMNJ
2224
NorthStar Asset Management (New Jersey)
New Jersey
$405K +$358 +1 +0.1%
PA
2225
Planning Alternatives
Michigan
$403K +$32.6K +91 +9%