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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
SA
2251
SRH Advisors
Kansas
$46.3K – – –
TCG
2252
Transcendent Capital Group
Oklahoma
$46.3K – – –
FCMT
2253
Founders Capital Management (Texas)
Texas
$46.3K +$46.3K +200 New
AFS
2254
Annapolis Financial Services
Maryland
$46.1K – – –
IFS
2255
Intelligent Financial Strategies
Minnesota
$44.9K – – –
PIS
2256
POM Investment Strategies
North Carolina
$42.4K +$42.4K +183 New
AWM
2257
Abound Wealth Management
Tennessee
$39.6K +$1.39K +6 +4%
RTC
2258
Riverview Trust Company
Washington
$39.1K – – –
DFA
2259
DHJJ Financial Advisors
Illinois
$38.2K +$11.3K +49 +42%
WAM
2260
WFA Asset Management
Wisconsin
$37.4K +$232 +1 +0.6%
TCM
2261
Tradewinds Capital Management
Washington
$36.6K +$1.85K +8 +5%
CPG
2262
Custom Portfolio Group
Colorado
$36.1K – – –
SA
2263
Scarborough Advisors
Maryland
$33.6K +$2.78K +12 +9%
TSWM
2264
Tyler-Stone Wealth Management
Ohio
$33.6K – – –
GWSG
2265
GPS Wealth Strategies Group
Colorado
$31.3K – – –
NA
2266
Nordwand Advisors
Pennsylvania
$31.3K – – –
MSG
2267
Main Street Group
Virginia
$30.5K -$9.49K -41 -24%
AF
2268
Aviso Financial
Ontario, Canada
$30.3K +$30.3K +131 New
RWM
2269
Raffa Wealth Management
District of Columbia
$30.1K – – –
CH
2270
Canton Hathaway
Rhode Island
$30K – – –
AIC
2271
Archer Investment Corporation
Indiana
$29.9K – – –
VWWMG
2272
Vermillion & White Wealth Management Group
Pennsylvania
$29.6K – – –
CJ
2273
Caitlin John
Michigan
$29.1K +$5.33K +23 +22%
BCA
2274
Bray Capital Advisors
Florida
$25K – – –
VWM
2275
Valley Wealth Managers
New Jersey
$24.3K – – –