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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
HA
2351
HC Advisors
Georgia
$320K +$320 +1 +0.1%
HG
2352
Harbor Group
New Hampshire
$320K +$961 +3 +0.3%
S
2353
Sunpointe
Missouri
$319K -$202K -630 -40%
KIM
2354
Kestra Investment Management
Texas
$319K +$302K +943 New
WIM
2355
Westside Investment Management
California
$318K – – –
SSA
2356
South Street Advisors
New York
$317K – – –
JWM
2357
JGP Wealth Management
Oregon
$316K -$320 -1 -0.1%
FAM
2358
Formidable Asset Management
Ohio
$316K -$25.3K -79 -7%
RCG
2359
Ruane, Cunniff & Goldfarb
New York
$315K – – –
NSAM
2360
North Star Asset Management
Wisconsin
$315K – – –
KIG
2361
Kessler Investment Group
Indiana
$315K +$4.8K +15 +2%
TDB
2362
Thompson David Blair
$315K +$298K +931 New
HCA
2363
Hyperion Capital Advisors
New York
$315K – – –
IAS
2364
Integrity Advisory Solutions
Texas
$314K +$30.4K +95 +11%
GAB
2365
German American Bancorp
Indiana
$314K +$39.1K +122 +15%
PSCM
2366
Per Stirling Capital Management
Texas
$313K +$8.96K +28 +3%
AIM
2367
Athena Investment Management
California
$313K -$303K -947 -51%
SSWM
2368
Sheets Smith Wealth Management
North Carolina
$312K +$320 +1 +0.1%
WWM
2369
WT Wealth Management
Arizona
$312K – – –
SSC
2370
Syverson Strege & Co
Iowa
$312K -$2.56K -8 -0.9%
ACA
2371
Ackerman Capital Advisors
Texas
$311K – – –
RPCONE
2372
Retirement Planning Company of New England
Rhode Island
$311K +$640 +2 +0.2%
CWA
2373
CJM Wealth Advisers
Virginia
$311K -$12.2K -38 -4%
SC
2374
Stephenson & Company
California
$311K – – –
PFG
2375
Prosperity Financial Group
California
$310K +$8.96K +28 +3%