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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
WWM
2226
WT Wealth Management
Arizona
$294K – – –
ACA
2227
Ackerman Capital Advisors
Texas
$293K -$7.32K -26 -3%
NFP
2228
Narus Financial Partners
Utah
$293K +$43.3K +154 +20%
QWM
2229
Quadcap Wealth Management
Texas
$293K -$5.91K -21 -2%
SC
2230
Stephenson & Company
California
$293K – – –
EA
2231
Everpar Advisors
Oklahoma
$293K +$38K +135 +17%
LCWP
2232
Legacy Capital Wealth Partners
Arkansas
$292K -$6.75K -24 -3%
BWP
2233
Barlow Wealth Partners
Kentucky
$292K – – –
BWA
2234
Bestgate Wealth Advisors
Maryland
$292K – – –
NCTC
2235
New Covenant Trust Company
Indiana
$291K -$2.53K -9 -1%
MPM
2236
Meritage Portfolio Management
Kansas
$290K – – –
AIP
2237
Almanack Investment Partners
Pennsylvania
$290K +$256K +908 New
CAM
2238
Costello Asset Management
Pennsylvania
$288K +$281 +1 +0.1%
MIC
2239
Meridian Investment Counsel
California
$288K – – –
GWM
2240
GSB Wealth Management
Connecticut
$288K +$22K +78 +9%
MFGM
2241
Marshall Financial Group (Maryland)
Maryland
$288K -$11K -39 -4%
OWM
2242
Omnitrust Wealth Management
Florida
$288K +$239K +850 New
OSNBOA
2243
Old Second National Bank of Aurora
Illinois
$287K -$28.1K -100 -10%
TF
2244
Talbot Financial
Washington
$287K – – –
ODIJL
2245
One Day In July LLC
Vermont
$286K +$12.9K +46 +5%
DFP
2246
Defined Financial Planning
California
$286K +$34.6K +123 +15%
OWM
2247
Orca Wealth Management
Florida
$286K -$87.2K -310 -26%
JWM
2248
JGP Wealth Management
Oregon
$286K +$2.81K +10 +1%
JC
2249
JB Capital
Connecticut
$285K +$29.6K +105 +13%
AC
2250
ASB Consultores
Florida
$285K -$6.75K -24 -3%