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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
1126
Edge Wealth Management
New York
$38K +$34.9K +600 +4,000%
KLWA
1127
Kelly Lawrence W & Associates
California
$37K -$23.3K -400 -40%
SAM
1128
Solaris Asset Management
New York
$37K
DIA
1129
Davidson Investment Advisors
Montana
$37K +$19.4K +333 +121%
FAM
1130
Formidable Asset Management
Ohio
$32K -$41.7K -716 -59%
TFO
1131
Tarbox Family Office
California
$32K +$989 +17 +3%
CWM
1132
Catamount Wealth Management
Connecticut
$31K -$27.5K -472 -49%
WCMN
1133
Westchester Capital Management (Nebraska)
Nebraska
$31K
AIM
1134
Acrospire Investment Management
Illinois
$31K +$29.1K +500 New
AWM
1135
AllSquare Wealth Management
New York
$30K +$1.69K +29 +6%
WA
1136
Winfield Associates
Ohio
$27K -$69.8K -1,200 -74%
GI
1137
Gradient Investments
Minnesota
$26K
RFS
1138
Rockefeller Financial Services
New York
$26K +$21.6K +372 +775%
AP
1139
Atwood & Palmer
Missouri
$25K -$456K -7,837 -95%
CCMW
1140
Cypress Capital Management (Wyoming)
Wyoming
$24.6K
Nuveen
1141
Nuveen
North Carolina
$23.4K +$4.95M +85,117 +29%
OSNBOA
1142
Old Second National Bank of Aurora
Illinois
$23K
KPCM
1143
Kings Point Capital Management
New York
$23K +$1.4K +24 +7%
SIG
1144
Stanford Investment Group
California
$22K
AF
1145
Allworth Financial
California
$20K -$2.68K -46 -12%
CHP
1146
Cable Hill Partners
Oregon
$20K +$175 +3 +1%
TC
1147
Trust Company
Kansas
$18K -$11.7K -201 -41%
CGH
1148
Cleary Gull Holdings
Wisconsin
$18K
CAW
1149
Cornerstone Advisors (Washington)
Washington
$17K +$4.36K +75 +37%
TCM
1150
Tradewinds Capital Management
Washington
$16K -$10.2K -175 -40%