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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
FMTCOCP
2251
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$187K – – –
IHWM
2252
Iron Horse Wealth Management
Iowa
$187K +$249 +1 +0.1%
FCT
2253
First Community Trust
Iowa
$186K – – –
PWMG
2254
Prestige Wealth Management Group
New Jersey
$185K -$357K -1,434 -68%
AF
2255
Advisornet Financial
Minnesota
$184K +$67K +269 +66%
AW
2256
Avion Wealth
Texas
$182K +$1.74K +7 +1%
FMP
2257
Financial Management Professionals
Texas
$181K -$23.7K -95 -12%
MWM
2258
Mascoma Wealth Management
New Hampshire
$179K -$9.96K -40 -6%
WIM
2259
Westside Investment Management
California
$177K – – –
IAS
2260
IMA Advisory Services
Colorado
$175K +$160K +644 New
KWAG
2261
Kiely Wealth Advisory Group
North Carolina
$174K – – –
LB
2262
Legacy Bridge
Iowa
$174K – – –
W
2263
WealthCollab
Washington
$173K – – –
BWL
2264
Bogart Wealth LLC
Virginia
$172K – – –
WPWM
2265
Western Pacific Wealth Management
Illinois
$172K – – –
AT
2266
Arlington Trust
Alabama
$172K – – –
BGAI
2267
Bruce G. Allen Investments
Colorado
$171K +$1.74K +7 +1%
1IA
2268
1620 Investment Advisors
Massachusetts
$170K -$147K -591 -48%
AA
2269
Addison Advisors
Vermont
$169K -$19.7K -79 -11%
TCA
2270
Trifecta Capital Advisors
Illinois
$167K – – –
PW
2271
Paladin Wealth
Minnesota
$165K +$152K +609 New
AT
2272
Avalon Trust
New Mexico
$161K -$16.4K -66 -10%
FFO
2273
Fortitude Family Office
Arizona
$161K -$33.1K -133 -18%
SIS
2274
Strategic Investment Solutions
Illinois
$159K +$1.74K +7 +1%
RS
2275
Rakuten Securities
Japan
$159K +$124K +497 +565%