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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
Verition Fund Management
2426
Verition Fund Management
Connecticut
$258K -$1.71M -5,100 -86%
HFS
2427
Hopwood Financial Services
Virginia
$258K -$20.8K -62 -7%
PWC
2428
Pathfinder Wealth Consulting
North Carolina
$258K – – –
SDWMA
2429
Schneider Downs Wealth Management Advisors
Pennsylvania
$257K -$19.8K -59 -6%
GB
2430
Goepper Burkhardt
South Carolina
$257K – – –
TFM
2431
TFC Financial Management
Massachusetts
$257K – – –
WAU
2432
Wellington-Altus USA
Manitoba, Canada
$256K -$264K -786 -51%
SAM
2433
Simplify Asset Management
Nevada
$256K -$73.4K -219 -21%
BWS
2434
Broadway Wealth Solutions
Texas
$256K – – –
HCM
2435
Hengehold Capital Management
Ohio
$255K – – –
CAM
2436
CenterStar Asset Management
Illinois
$255K +$283K +844 New
PG
2437
Prostatis Group
Maryland
$255K -$13.4K -40 -5%
CPWL
2438
Coquina Private Wealth LLC
Florida
$254K -$42.9K -128 -13%
FMII
2439
Farmers & Merchants Investments Inc
Nebraska
$254K -$33.9K -101 -11%
OCM
2440
Orion Capital Management
California
$254K -$33.5K -100 -11%
NWM
2441
Navigate Wealth Management
Alabama
$254K +$258K +770 New
FC
2442
Financial Council
Maryland
$253K – – –
IF
2443
IRON Financial
Illinois
$253K +$10.4K +31 +4%
IAS
2444
Integrity Advisory Solutions
Texas
$252K -$15.8K -47 -5%
HGWM
2445
Horst & Graben Wealth Management
Oregon
$252K +$1.68K +5 +0.6%
CFS
2446
Commonwealth Financial Services
West Virginia
$252K +$44.6K +133 +19%
RB
2447
Renasant Bank
Mississippi
$252K +$34.2K +102 +14%
AMPWP
2448
Alvarez & Marsal Private Wealth Partners
Florida
$252K +$279K +833 New
DF
2449
DecisionPoint Financial
Arizona
$252K +$671 +2 +0.2%
1832 Asset Management
2450
1832 Asset Management
Ontario, Canada
$252K -$156M -464,007 -100%