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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
Edmond de Rothschild Holding
2251
Edmond de Rothschild Holding
Switzerland
$391K – – –
BWP
2252
Burling Wealth Partners
Illinois
$390K +$5.73K +16 +2%
WFAG
2253
Worth Financial Advisory Group
North Carolina
$389K +$53.7K +150 +17%
TDB
2254
Thompson David Blair
$389K +$376K +1,051 New
OFW
2255
Omnia Family Wealth
Florida
$389K – – –
NBWM
2256
North Berkeley Wealth Management
California
$388K +$84.1K +235 +29%
TL
2257
Tradewinds LLC
North Carolina
$388K +$14.7K +41 +4%
PCM
2258
Park Capital Management
Wisconsin
$387K -$8.23K -23 -2%
GGI
2259
Godsey & Gibb Inc
Virginia
$387K +$14.3K +40 +4%
NQWM
2260
Northwest Quadrant Wealth Management
Oregon
$387K +$716 +2 +0.2%
RBC
2261
Roble Belko & Company
Pennsylvania
$385K +$360K +1,005 +2,716%
BWM
2262
BCS Wealth Management
Tennessee
$384K +$371K +1,038 New
Alesco Advisors
2263
Alesco Advisors
New York
$382K -$2.15K -6 -0.6%
AFM
2264
Aspetuck Financial Management
Connecticut
$381K – – –
SW
2265
Solidarity Wealth
Utah
$380K -$214K -599 -37%
SAM
2266
Stembrook Asset Management
New Jersey
$380K +$368K +1,028 New
PWM
2267
Peck Wealth Management
New York
$378K – – –
VC
2268
Veery Capital
Delaware
$377K -$358 -1 -0.1%
CA
2269
Cornerstone Advisory
Maryland
$376K +$10.4K +29 +3%
MAWCM
2270
Mine & Arao Wealth Creation & Management
California
$376K +$716 +2 +0.2%
WMP
2271
Wealth Management Partners
Arizona
$375K -$46.9K -131 -11%
AGWCA
2272
Annis Gardner Whiting Capital Advisors
Florida
$375K +$73.4K +205 +25%
BWM
2273
Buckley Wealth Management
Nevada
$375K -$1.43K -4 -0.4%
TPA
2274
Trivium Point Advisory
Connecticut
$375K +$3.94K +11 +1%
BA
2275
Bellwether Advisors
Nebraska
$373K +$361K +1,009 New