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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
PFA
901
Peak Financial Advisors
Colorado
$2.86M -$21K -71 -0.7%
PWP
902
Private Wealth Partners
California
$2.85M -$201K -680 -6%
PDM
903
Penn Davis McFarland
Texas
$2.85M -$6.5K -22 -0.2%
SW
904
Solidarity Wealth
Utah
$2.85M +$3.13M +10,575 New
VI
905
Vestcor Inc
New Brunswick, Canada
$2.84M +$6.5K +22 +0.2%
ACA
906
Aptus Capital Advisors
Alabama
$2.82M +$281K +952 +10%
SJIM
907
St. Johns Investment Management
Florida
$2.82M +$17.4K +59 +0.6%
QI
908
QV Investors
Alberta, Canada
$2.81M -$234K -790 -7%
IAS
909
Insigneo Advisory Services
Florida
$2.81M +$78K +264 +3%
COI
910
Connable Office Inc
Michigan
$2.8M -$53.2K -180 -2%
B
911
Bailard
California
$2.8M +$28.4K +96 +0.9%
SS
912
SBI Securities
Japan
$2.79M +$209K +706 +7%
IWA
913
Icon Wealth Advisors
Texas
$2.79M -$54.4K -184 -2%
O
914
Ossiam
France
$2.79M -$1.2M -4,065 -28%
CPSC
915
Carl P. Sherr & Co
Massachusetts
$2.79M +$312K +1,055 +11%
SC
916
Sawyer & Company
Massachusetts
$2.78M -$287K -972 -9%
EHWM
917
Eads & Heald Wealth Management
Georgia
$2.77M -$177K -600 -6%
PIM
918
Penobscot Investment Management
Massachusetts
$2.76M +$70.6K +239 +2%
ATPW
919
Ashton Thomas Private Wealth
Arizona
$2.76M +$123K +417 +4%
Envestnet Portfolio Solutions
920
Envestnet Portfolio Solutions
Illinois
$2.75M -$1.9M -6,443 -39%
JIC
921
Joel Isaacson & Co
New York
$2.75M +$113K +381 +4%
SCM
922
SOL Capital Management
Maryland
$2.75M – – –
MWM
923
Mission Wealth Management
California
$2.74M +$154K +520 +5%
PMG
924
ProVise Management Group
Florida
$2.74M -$29.6K -100 -1%
HFM
925
Hartford Funds Management
Pennsylvania
$2.73M +$53.5K +181 +2%