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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
LRPA
1076
L. Roy Papp & Associates
Arizona
$837K – – –
FHA
1077
Flagship Harbor Advisors
Massachusetts
$835K – – –
IA
1078
IFP Advisors
Florida
$833K +$93.1K +557 +13%
MWM
1079
Mission Wealth Management
California
$831K +$1.84K +11 +0.2%
BFC
1080
Bedel Financial Consulting
Indiana
$827K +$1K +6 +0.1%
Koshinski Asset Management
1081
Koshinski Asset Management
Illinois
$825K +$74.9K +448 +10%
AIC
1082
Ameritas Investment Company
Nebraska
$824K +$277K +1,654 +51%
DI
1083
Diligent Investors
California
$817K – – –
ACM
1084
Advisors Capital Management
New Jersey
$817K +$174K +1,042 +27%
TW
1085
Transform Wealth
Colorado
$816K -$60.2K -360 -7%
KFP
1086
KB Financial Partners
New Jersey
$816K +$73.6K +440 +10%
DW
1087
Domani Wealth
Pennsylvania
$815K -$3.01K -18 -0.4%
PK
1088
Pflug Koory
Nebraska
$813K -$41.8K -250 -5%
EAM
1089
Evanson Asset Management
California
$812K +$2.17K +13 +0.3%
SCA
1090
Sippican Capital Advisors
Massachusetts
$810K -$23.4K -140 -3%
AIM
1091
Alhambra Investment Management
Florida
$809K – – –
CRC
1092
Curi RMB Capital
Illinois
$802K -$1.19M -7,101 -60%
NFG
1093
Next Financial Group
Texas
$801K -$1.32M -7,897 -62%
BAAM
1094
Baker Avenue Asset Management
California
$801K -$26.4K -158 -3%
YIH
1095
Y-Intercept (HK)
Hong Kong
$801K +$799K +4,781 New
MAM
1096
Madison Asset Management
Wisconsin
$800K -$12K -72 -1%
PAS
1097
Park Avenue Securities
New York
$800K +$7.02K +42 +0.9%
WG
1098
Winton Group
United Kingdom
$796K +$140K +838 +21%
EP
1099
Edgestream Partners
New Jersey
$796K +$587K +3,508 +282%
SLF
1100
Sun Life Financial
Ontario, Canada
$795K +$175K +1,044 +28%