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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
PP
2426
PrairieView Partners
Minnesota
$118K – – –
HFS
2427
Hantz Financial Services
Michigan
$113K +$3.25K +11 +3%
FC
2428
Fairscale Capital
New Hampshire
$113K – – –
BHWM
2429
Bay Harbor Wealth Management
Maryland
$111K +$2.37K +8 +2%
B
2430
Birchbrook
Maine
$110K – – –
AF
2431
Advisornet Financial
Minnesota
$109K -$32.8K -111 -22%
BHWM
2432
Beaird Harris Wealth Management
Texas
$108K – – –
FMB
2433
Field & Main Bank
Kentucky
$108K – – –
BPAMU
2434
BTG Pactual Asset Management US
New York
$107K +$117K +397 New
BCMLT
2435
Beacon Capital Management LLC (Tennessee)
Tennessee
$106K +$20.4K +69 +21%
AWM
2436
Activest Wealth Management
Florida
$104K +$78K +264 +215%
BIA
2437
Bell Investment Advisors
California
$101K +$1.18K +4 +1%
AEPWM
2438
Atlantic Edge Private Wealth Management
Florida
$101K +$296 +1 +0.3%
BWM
2439
Bernard Wealth Management
Michigan
$99.5K +$887 +3 +0.8%
AT
2440
Avalon Trust
New Mexico
$99.3K -$78.3K -265 -42%
CMP
2441
Coston McIsaac & Partners
Maine
$96K +$23.6K +80 +29%
GCM
2442
GKV Capital Management
California
$94.2K – – –
IWMWV
2443
Ironwood Wealth Management (West Virginia)
West Virginia
$93.1K – – –
SL
2444
Salomon & Ludwin
Virginia
$92.8K – – –
CFD
2445
Creative Financial Designs
Indiana
$92.8K +$10.1K +34 +11%
HNW
2446
High Note Wealth
Minnesota
$92K – – –
GG
2447
Gleason Group
Kentucky
$91.7K +$296 +1 +0.3%
GCM
2448
Gables Capital Management
Florida
$91.5K +$10.3K +35 +11%
PCFFS
2449
Pacific Center for Financial Services
California
$89.1K -$11.5K -39 -11%
RA
2450
Rise Advisors
New York
$88.1K -$39.9K -135 -29%