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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
TFIPS
2426
Towarzystwo Funduszy Inwestycyjnych PZU SA
$163K – – –
SIS
2427
Sound Income Strategies
Florida
$162K -$178K -618 -53%
WPA
2428
West Paces Advisors
Georgia
$162K +$1.44K +5 +0.9%
WI
2429
Wintrust Investments
Illinois
$159K -$111K -385 -42%
VWA
2430
VSM Wealth Advisory
Maryland
$158K +$153K +533 New
AF
2431
Advisornet Financial
Minnesota
$153K -$47.1K -164 -24%
DMBA
2432
Deseret Mutual Benefit Administrators
Utah
$151K -$20.4K -71 -12%
LCM
2433
Logan Capital Management
Pennsylvania
$150K +$575 +2 +0.4%
CCMI
2434
Creative Capital Management Investments
California
$148K -$287 -1 -0.2%
CIA
2435
Cape Investment Advisory
Georgia
$148K -$12.6K -44 -8%
IWM
2436
IMG Wealth Management
Florida
$145K +$141K +490 New
NMG
2437
New Millennium Group
Utah
$145K +$287 +1 +0.2%
JAM
2438
JCIC Asset Management
Ontario, Canada
$139K – – –
FPB
2439
First PREMIER Bank
South Dakota
$138K – – –
RA
2440
Rise Advisors
New York
$137K -$3.16K -11 -2%
CB
2441
CNB Bank
Pennsylvania
$136K – – –
EPIMS
2442
Evelyn Partners Investment Management Services
$135K +$131K +455 New
A
2443
AlphaQuest
New York
$134K -$76.4K -266 -37%
Bank Julius Baer & Co
2444
Bank Julius Baer & Co
Switzerland
$133K +$8.04K +28 +7%
FFL
2445
Financial Freedom LLC
Ohio
$131K – – –
PP
2446
PrairieView Partners
Minnesota
$130K – – –
SIS
2447
Strategic Investment Solutions
Illinois
$127K -$1.15K -4 -0.7%
BP
2448
BNP Paribas
France
$126K +$28.7K +100 +31%
FC
2449
Fairscale Capital
New Hampshire
$124K – – –
B
2450
Birchbrook
Maine
$122K -$23.6K -82 -17%