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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
AFG
1101
Allegheny Financial Group
Pennsylvania
$743K +$7.05K +45 +1%
ED
1102
Exane Derivatives
France
$741K +$672K +4,292 New
Koshinski Asset Management
1103
Koshinski Asset Management
Illinois
$740K -$89K -568 -11%
CWS
1104
Cypress Wealth Services
California
$738K +$3.45K +22 +0.5%
MGIA
1105
Moneta Group Investment Advisors
Missouri
$737K +$45.3K +289 +7%
KFP
1106
KB Financial Partners
New Jersey
$732K +$69.9K +446 +11%
GC
1107
GFG Capital
Florida
$728K – – –
IA
1108
IFP Advisors
Florida
$727K +$53.7K +343 +8%
EDRH
1109
Edmond de Rothschild Holding
Switzerland
$727K +$238K +1,518 +53%
BMA
1110
Brooks Moore & Associates
Tennessee
$721K – – –
H
1111
HoyleCohen
California
$720K – – –
IA
1112
IFG Advisors
Missouri
$720K +$1.88K +12 +0.3%
RSWM
1113
Robertson Stephens Wealth Management
California
$715K -$96.8K -618 -12%
DMBA
1114
Deseret Mutual Benefit Administrators
Utah
$712K +$675K +4,308 New
LWM
1115
Lyell Wealth Management
California
$711K +$13.5K +86 +2%
PWPS
1116
Pinnacle Wealth Planning Services
Ohio
$708K -$2.04K -13 -0.3%
PTP
1117
Platform Technology Partners
New York
$708K +$671K +4,286 New
PHS
1118
Pekin Hardy Strauss
Illinois
$704K -$3.13K -20 -0.5%
ECM
1119
Estabrook Capital Management
New York
$703K -$15.7K -100 -2%
SIA
1120
SkyView Investment Advisors
New Jersey
$701K – – –
BJL
1121
Brighton Jones LLC
Washington
$698K -$167K -1,065 -20%
AB
1122
Atlas Brown
Kentucky
$698K – – –
SWM
1123
Spire Wealth Management
Virginia
$697K -$575K -3,674 -47%
BDFN
1124
Bond & Devick Financial Network
Minnesota
$697K -$15.7K -100 -2%
TAM
1125
Trillium Asset Management
Massachusetts
$695K +$382K +2,436 +137%