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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
WI
2326
Wedgewood Investors
Pennsylvania
$223K -$2.01K -7 -0.9%
LA
2327
LexAurum Advisors
Kansas
$223K +$216K +751 New
LIA
2328
LBMC Investment Advisors
Tennessee
$223K – – –
NBWM
2329
North Berkeley Wealth Management
California
$223K +$215K +750 New
DDC
2330
DF Dent & Co
Maryland
$223K -$102K -355 -32%
SA
2331
Shilanski & Associates
Alaska
$222K – – –
PSFG
2332
Park Square Financial Group
Georgia
$222K +$215K +749 New
CA
2333
Calton & Associates
Florida
$222K -$334K -1,164 -61%
SFA
2334
Semmax Financial Advisors
North Carolina
$222K +$575 +2 +0.3%
WDC
2335
Woodward Diversified Capital
California
$221K -$81.6K -284 -28%
HCP
2336
Hexagon Capital Partners
Arkansas
$221K -$133K -462 -38%
FA
2337
Fiducient Advisors
Illinois
$221K -$87.3K -304 -29%
PDL
2338
Portfolio Design Labs
California
$221K +$213K +743 New
CPL
2339
CAP Partners LLC
Tennessee
$220K -$4.88K -17 -2%
4A
2340
4Wealth Advisors
Illinois
$220K +$213K +740 New
SPF
2341
South Plains Financial
Texas
$219K +$212K +738 New
Financial Engines Advisors
2342
Financial Engines Advisors
California
$219K +$212K +737 New
RPSA
2343
Richard P. Slaughter Associates
Texas
$219K +$212K +737 New
BTWM
2344
Baker Tilly Wealth Management
Wisconsin
$218K -$3.73K -13 -2%
RFP
2345
Root Financial Partners
California
$218K +$211K +734 New
CM
2346
Capula Management
Cayman Islands
$218K +$211K +733 New
HA
2347
Hofer & Associates
California
$217K +$211K +733 New
MWA
2348
Medallion Wealth Advisors
Connecticut
$217K +$219K +762 New
RMDI
2349
R.M. Davis Inc
Maine
$217K -$218K -759 -51%
SPP
2350
Single Point Partners
Massachusetts
$217K +$210K +732 New