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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
WAM
2426
Weatherly Asset Management
California
$307K +$1.07K +3 +0.4%
Kestra Investment Management
2427
Kestra Investment Management
Texas
$306K -$1.68M -4,700 -85%
BWP
2428
BlueStem Wealth Partners
Minnesota
$306K +$12.5K +35 +4%
USWIA
2429
UP Strategic Wealth Investment Advisors
Pennsylvania
$306K – – –
XWL
2430
XXI Wealth LLC
Illinois
$306K +$296K +826 New
CWA
2431
Canvas Wealth Advisors
Kansas
$305K -$3.22K -9 -1%
CCAL
2432
City Center Advisors LLC
Michigan
$305K +$55.5K +155 +23%
OSNBOA
2433
Old Second National Bank of Aurora
Illinois
$304K +$8.23K +23 +3%
QWM
2434
QP Wealth Management
New Jersey
$304K +$294K +821 New
WG
2435
Warner Group
Connecticut
$304K -$51.2K -143 -15%
TAP
2436
TSG Advice Partners
Ohio
$304K +$293K +820 New
TIP
2437
Tandem Investment Partners
New Jersey
$303K – – –
EWM
2438
Elmwood Wealth Management
California
$303K +$8.95K +25 +3%
Becker Capital Management
2439
Becker Capital Management
Oregon
$303K +$1.43K +4 +0.5%
SWA
2440
Strategies Wealth Advisors
Michigan
$303K -$517K -1,445 -64%
TA
2441
Tactive Advisors
Florida
$303K +$293K +818 New
RWA
2442
Rooted Wealth Advisors
Illinois
$303K +$358 +1 +0.1%
WFA
2443
Woodward Financial Advisors
North Carolina
$302K – – –
FNB
2444
Farmers National Bank
Kentucky
$302K +$16.8K +47 +6%
MSR
2445
Main Street Research
Connecticut
$302K +$292K +817 New
AFA
2446
Antonelli Financial Advisors
Michigan
$302K +$292K +815 New
AU
2447
AlphaGrep UK
$301K +$291K +814 New
GPW
2448
Genesis Private Wealth
Virginia
$301K +$291K +814 New
RPCONE
2449
Retirement Planning Company of New England
Rhode Island
$301K +$358 +1 +0.1%
UWS
2450
Unique Wealth Strategies
Illinois
$301K +$2.86K +8 +1%