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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
CM
2226
Capula Management
Cayman Islands
$243K +$50.5K +171 +23%
CAM
2227
Costello Asset Management
Pennsylvania
$243K +$267K +903 New
TA
2228
TFB Advisors
Kansas
$243K -$24.8K -84 -9%
MIC
2229
Meridian Investment Counsel
California
$243K – – –
USWIA
2230
UP Strategic Wealth Investment Advisors
Pennsylvania
$242K +$43.5K +147 +19%
TF
2231
Talbot Financial
Washington
$242K – – –
NRC
2232
New Republic Capital
North Carolina
$241K -$23.6K -80 -8%
OBWG
2233
Onyx Bridge Wealth Group
New York
$240K +$23.4K +79 +10%
BCG
2234
BayBridge Capital Group
California
$239K -$1.42M -4,813 -84%
WBC
2235
West Branch Capital
Massachusetts
$239K -$253K -857 -49%
JWM
2236
JGP Wealth Management
Oregon
$238K +$7.39K +25 +3%
EIG
2237
Ellenbecker Investment Group
Wisconsin
$238K – – –
AIM
2238
Advyzon Investment Management
Illinois
$237K +$261K +882 New
BWP
2239
Barlow Wealth Partners
Kentucky
$237K – – –
WP
2240
WealthPLAN Partners
Nebraska
$237K +$260K +880 New
ARC
2241
Advisor Resource Council
Texas
$237K +$810K +2,740 New
BA
2242
Bellwether Advisors
Nebraska
$236K – – –
AA
2243
Acorns Advisers
California
$236K +$34.6K +117 +15%
GWM
2244
Gibbs Wealth Management
Georgia
$235K +$13.3K +45 +5%
IB
2245
Intrust Bank
Kansas
$235K – – –
CWM
2246
Centurion Wealth Management
Virginia
$234K – – –
BP
2247
BNP Paribas
France
$234K +$22.8K +77 +18%
LK
2248
Lumbard & Kellner
New Hampshire
$234K – – –
DC
2249
DeDora Capital
California
$234K – – –
FH
2250
FWG Holdings
Florida
$233K – – –