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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
KFS
2301
Kelly Financial Services
Massachusetts
$233K – – –
SIA
2302
Schear Investment Advisers
Ohio
$233K +$225K +784 New
WP
2303
WealthShield Partners
North Carolina
$232K -$39.4K -137 -15%
B
2304
Bellecapital
Switzerland
$232K – – –
EWM
2305
Executive Wealth Management
Michigan
$232K +$7.18K +25 +3%
RB
2306
Renasant Bank
Mississippi
$231K +$224K +780 New
FFC
2307
First Financial Corp
Indiana
$231K – – –
LOPW
2308
Live Oak Private Wealth
North Carolina
$231K +$1.72K +6 +0.8%
CAWM
2309
Capital Advisors Wealth Management
Washington
$231K +$7.76K +27 +4%
PSCM
2310
Per Stirling Capital Management
Texas
$230K +$287 +1 +0.1%
4WM
2311
49 Wealth Management
Texas
$230K -$46.3K -161 -17%
DJYG
2312
David J. Yvars Group
Florida
$230K +$223K +775 New
PIN
2313
Prudent Investors Network
California
$229K +$222K +773 New
MWM
2314
MinichMacGregor Wealth Management
New York
$229K -$72.4K -252 -25%
AFA
2315
American Financial Advisors
Georgia
$229K -$21.5K -75 -9%
SH
2316
SLT Holdings
Arizona
$228K +$221K +768 New
WDG
2317
Wealth Dimensions Group
Ohio
$227K +$220K +766 New
FWI
2318
Facet Wealth Inc
Maryland
$227K +$206K +717 New
AA
2319
Acorns Advisers
California
$225K +$2.59K +9 +1%
NWA
2320
Navis Wealth Advisors
New York
$225K +$3.45K +12 +2%
TSWM
2321
Tyler-Stone Wealth Management
Ohio
$224K -$575 -2 -0.3%
SW
2322
SkyOak Wealth
Michigan
$224K – – –
USWIA
2323
UP Strategic Wealth Investment Advisors
Pennsylvania
$224K +$217K +754 New
MCA
2324
Magnolia Capital Advisors
Mississippi
$223K +$287 +1 +0.1%
CJL
2325
Cyrus J. Lawrence
New York
$223K +$7.18K +25 +3%