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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
NF
2301
NavPoint Financial
Minnesota
$363K – – –
ATI
2302
Act Two Investors
California
$362K – – –
SHGA
2303
Sand Hill Global Advisors
California
$361K +$1.07K +3 +0.3%
NFP
2304
Narus Financial Partners
Utah
$361K +$22.2K +62 +7%
AGA
2305
Arkos Global Advisors
Texas
$361K -$132K -368 -27%
FNT
2306
First Nebraska Trust
Nebraska
$361K -$10.7K -30 -3%
RFM
2307
Royal Fund Management
Florida
$361K +$349K +975 New
LI
2308
Lafayette Investments
Maryland
$360K -$25.1K -70 -7%
EWM
2309
EPG Wealth Management
Georgia
$360K +$358 +1 +0.1%
GPA
2310
Garrison Point Advisors
California
$359K – – –
VIP
2311
Vista Investment Partners
Oklahoma
$359K – – –
MCM
2312
Monument Capital Management
Virginia
$358K – – –
SSC
2313
Syverson Strege & Co
Iowa
$358K -$19K -53 -5%
CPWL
2314
Coquina Private Wealth LLC
Florida
$358K +$346K +968 New
SPWM
2315
Spartan Planning & Wealth Management
North Carolina
$358K +$11.8K +33 +4%
OWM
2316
Orca Wealth Management
Florida
$357K +$358 +1 +0.1%
CWA
2317
CJM Wealth Advisers
Virginia
$356K +$3.58K +10 +1%
PCM
2318
Parsons Capital Management
Rhode Island
$356K +$48.3K +135 +16%
WP
2319
WealthSpring Partners
California
$355K +$344K +960 New
Simon Quick Advisors
2320
Simon Quick Advisors
New Jersey
$354K +$110K +307 +47%
FCA
2321
FLC Capital Advisors
California
$354K – – –
HA
2322
HC Advisors
Georgia
$351K +$3.22K +9 +1%
IAG
2323
Investment Advisory Group
Massachusetts
$351K – – –
North Star Asset Management
2324
North Star Asset Management
Wisconsin
$351K +$3.94K +11 +1%
CPSAC
2325
Chas P. Smith & Associates (CPS)
Florida
$351K +$339K +948 New