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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
FFM
1101
Forum Financial Management
Illinois
$875K +$912K +5,350 New
SRC
1102
Sage Rhino Capital
California
$872K -$116K -682 -11%
GRP
1103
Global Retirement Partners
California
$867K +$26.4K +155 +3%
LCM
1104
Lewis Capital Management
California
$867K +$904K +5,300 New
MG
1105
Mather Group
Illinois
$854K +$459K +2,690 +106%
DW
1106
Domani Wealth
Pennsylvania
$842K +$47.6K +279 +6%
Carson Wealth (CWM LLC)
1107
Carson Wealth (CWM LLC)
Nebraska
$840K +$875K +5,132 New
WP
1108
WealthSource Partners
California
$836K -$59.5K -349 -6%
IA
1109
IFP Advisors
Florida
$835K +$28.6K +168 +3%
IWA
1110
Intercontinental Wealth Advisors
Texas
$834K -$768K -4,501 -47%
SAM
1111
S.A. Mason
Michigan
$834K +$171 +1 +0%
LCM
1112
Leisure Capital Management
California
$830K -$5.29K -31 -0.6%
EIM
1113
Ervin Investment Management
Washington
$829K +$864K +5,065 New
LCS
1114
Levin Capital Strategies
New York
$828K
BJL
1115
Brighton Jones LLC
Washington
$828K +$73K +428 +9%
S
1116
Seeyond
France
$826K -$10.2K -60 -1%
ESCM
1117
Echo Street Capital Management
New York
$825K +$860K +5,044 New
RCC
1118
Red Cedar Capital
Nebraska
$821K
SLF
1119
Sun Life Financial
Ontario, Canada
$821K +$46.6K +273 +6%
GC
1120
Garde Capital
Washington
$820K
BFC
1121
Bedel Financial Consulting
Indiana
$820K +$13.1K +77 +2%
BWM
1122
BigSur Wealth Management
Florida
$818K +$853K +5,000 New
NWM
1123
Northcape Wealth Management
New York
$818K +$853K +5,000 New
LRPA
1124
L. Roy Papp & Associates
Arizona
$817K
SA
1125
Strategic Advisors
New York
$816K -$15.7K -92 -2%