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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
2426
Simplify Asset Management
Nevada
$256K -$73.4K -219 -21%
BWS
2427
Broadway Wealth Solutions
Texas
$256K
HCM
2428
Hengehold Capital Management
Ohio
$255K
CAM
2429
CenterStar Asset Management
Illinois
$255K +$283K +844 New
PG
2430
Prostatis Group
Maryland
$255K -$13.4K -40 -5%
CPWL
2431
Coquina Private Wealth LLC
Florida
$254K -$42.9K -128 -13%
FMII
2432
Farmers & Merchants Investments Inc
Nebraska
$254K -$33.9K -101 -11%
OCM
2433
Orion Capital Management
California
$254K -$33.5K -100 -11%
NWM
2434
Navigate Wealth Management
Alabama
$254K +$258K +770 New
FC
2435
Financial Council
Maryland
$253K
IF
2436
IRON Financial
Illinois
$253K +$10.4K +31 +4%
IAS
2437
Integrity Advisory Solutions
Texas
$252K -$15.8K -47 -5%
HGWM
2438
Horst & Graben Wealth Management
Oregon
$252K +$1.68K +5 +0.6%
CFS
2439
Commonwealth Financial Services
West Virginia
$252K +$44.6K +133 +19%
RB
2440
Renasant Bank
Mississippi
$252K +$34.2K +102 +14%
AMPWP
2441
Alvarez & Marsal Private Wealth Partners
Florida
$252K +$279K +833 New
DF
2442
DecisionPoint Financial
Arizona
$252K +$671 +2 +0.2%
1832 Asset Management
2443
1832 Asset Management
Ontario, Canada
$252K -$156M -464,007 -100%
FHC
2444
First Heartland Consultants
Missouri
$252K -$13.4K -40 -5%
VW
2445
Vance Wealth
California
$252K +$11.7K +35 +4%
WAM
2446
Weatherly Asset Management
California
$251K
BW
2447
BXM Wealth
Colorado
$251K -$10.5M -31,347 -97%
IBOK
2448
Independence Bank of Kentucky
Kentucky
$250K -$16.8K -50 -6%
OSNBOA
2449
Old Second National Bank of Aurora
Illinois
$249K
WG
2450
Warner Group
Connecticut
$249K +$335 +1 +0.1%