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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
WAC
726
William Allan Corp
Colorado
$2.33M -$31.4K -192 -1%
DA
727
Duality Advisers
Florida
$2.33M +$2.55M +15,619 New
PI
728
Pettee Investors
Connecticut
$2.32M +$18K +110 +0.7%
GT
729
Glenview Trust
Kentucky
$2.32M
LSA
730
L & S Advisors
California
$2.29M -$109K -664 -4%
CWM
731
Compass Wealth Management
Connecticut
$2.28M -$53.2K -325 -2%
TBA
732
Tower Bridge Advisors
Pennsylvania
$2.26M
EFMC
733
Empire Financial Management Company
New York
$2.25M -$173K -1,057 -7%
APM
734
Advanced Portfolio Management
New York
$2.24M +$2.45M +15,000 New
EWM
735
Evercore Wealth Management
New York
$2.23M +$103K +632 +4%
IVP
736
Intrinsic Value Partners
Arizona
$2.21M -$3.93K -24 -0.2%
CFGS
737
Concourse Financial Group Securities
Alabama
$2.21M -$538K -3,291 -18%
CCM
738
Condor Capital Management
New Jersey
$2.2M +$15.7K +96 +0.7%
KCM
739
Kanawha Capital Management
Virginia
$2.2M -$818 -5 -0%
RCAG
740
Rehmann Capital Advisory Group
Michigan
$2.19M -$49.1K -300 -2%
GD
741
Grandfield & Dodd
New York
$2.19M -$17.7K -108 -0.7%
Empower Advisory Group
742
Empower Advisory Group
Colorado
$2.18M -$43.2K -264 -2%
EHWM
743
Eads & Heald Wealth Management
Georgia
$2.17M -$50.7K -310 -2%
OAM
744
Ostrum Asset Management
France
$2.17M -$350K -2,142 -13%
FNT
745
First National Trust
Pennsylvania
$2.16M -$2.16M -13,198 -48%
BWM
746
Bulltick Wealth Management
Florida
$2.16M +$2.37M +14,480 New
WB
747
Webster Bank
Connecticut
$2.15M +$76.2K +466 +3%
BSW
748
Buckingham Strategic Wealth
Missouri
$2.15M -$122K -748 -5%
IAS
749
Investment Advisory Services
Texas
$2.14M +$43.7K +267 +2%
VFA
750
Valeo Financial Advisors
Indiana
$2.12M +$171K +1,046 +8%