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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
BFIM
726
Beese Fulmer Investment Management
Ohio
$2.91M -$34.1K -212 -1%
Envestnet Portfolio Solutions
727
Envestnet Portfolio Solutions
Illinois
$2.9M +$248K +1,538 +11%
EFMC
728
Empire Financial Management Company
New York
$2.89M +$52.3K +325 +2%
BBWA
729
Bell & Brown Wealth Advisors
California
$2.88M +$2.48M +15,390 New
PI
730
Pettee Investors
Connecticut
$2.88M -$32.2K -200 -1%
FI
731
FJ Investments
Utah
$2.85M +$2.45M +15,200 New
CWM
732
Compass Wealth Management
Connecticut
$2.83M -$32.2K -200 -1%
TBA
733
Tower Bridge Advisors
Pennsylvania
$2.82M -$8.05K -50 -0.3%
SFA
734
Sequoia Financial Advisors
Ohio
$2.78M +$669K +4,153 +39%
WAC
735
William Allan Corp
Colorado
$2.77M -$133K -827 -5%
EWM
736
Evercore Wealth Management
New York
$2.77M -$26.2K -163 -1%
BWM
737
Bulltick Wealth Management
Florida
$2.76M +$43.1K +268 +2%
SVWAG
738
Sound View Wealth Advisors Group
Georgia
$2.76M +$263K +1,633 +12%
CIP
739
Chartwell Investment Partners
Pennsylvania
$2.75M +$186K +1,154 +9%
CWI
740
Conscious Wealth Investments
Florida
$2.75M +$2.35M +14,612 New
IVP
741
Intrinsic Value Partners
Arizona
$2.74M -$29K -180 -1%
KCM
742
Kanawha Capital Management
Virginia
$2.73M -$32.4K -201 -1%
VAS
743
Valicenti Advisory Services
New York
$2.7M +$2.32M +14,430 New
TCOV
744
Trust Company of Vermont
Vermont
$2.69M -$1.97M -12,238 -46%
EHWM
745
Eads & Heald Wealth Management
Georgia
$2.69M -$33K -205 -1%
WC
746
Wynn Capital
Georgia
$2.68M +$2.3M +14,315 New
PAS
747
Park Avenue Securities
New York
$2.67M +$564K +3,503 +33%
AA
748
ALPS Advisors
Colorado
$2.67M +$63.4K +394 +3%
IAS
749
Investment Advisory Services
Texas
$2.66M -$25.4K -158 -1%
RCAG
750
Rehmann Capital Advisory Group
Michigan
$2.65M -$91.8K -570 -4%