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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
BOS
1126
Bingham Osborn & Scarborough
California
$203K +$191K +2,411 New
OIA
1127
Optimum Investment Advisors
Illinois
$202K -$51.4K -650 -21%
TAM
1128
Trillium Asset Management
Massachusetts
$202K -$19.8K -250 -9%
SCA
1129
Stonebridge Capital Advisors
Minnesota
$202K +$189K +2,388 New
CASB
1130
Cape Ann Savings Bank
Massachusetts
$202K +$189K +2,392 New
RWM
1131
Ritholtz Wealth Management
New York
$202K +$189K +2,394 New
SFI
1132
SPC Financial Inc
Maryland
$202K +$189K +2,394 New
MC
1133
Montag & Caldwell
Georgia
$202K +$190K +2,400 New
AIM
1134
Advantage Investment Management
Iowa
$201K +$149K +1,889 +382%
RW
1135
REDW Wealth
New Mexico
$201K +$189K +2,388 New
SC
1136
SRB Corp
Massachusetts
$198K +$7.91K +100 +4%
SFSIG
1137
San Francisco Sentry Investment Group
California
$198K +$186K +2,349 New
BWA
1138
Burt Wealth Advisors
Maryland
$196K – – –
AssetMark Inc
1139
AssetMark Inc
California
$195K +$3.88K +49 +2%
EA
1140
Edge Advisors
Georgia
$185K +$79 +1 +0%
LA
1141
Legacy Advisors
Pennsylvania
$174K – – –
KTC
1142
Kistler-Tiffany Companies
Pennsylvania
$169K -$4.04K -51 -2%
AAP
1143
Arax Advisory Partners
Colorado
$154K +$27.5K +347 +24%
FFW
1144
Fusion Family Wealth
New York
$148K -$1.03K -13 -0.7%
FNB
1145
Farmers National Bank
Kentucky
$145K – – –
GLI
1146
Guardian Life Insurance
New York
$143K -$97.2K -1,229 -42%
CHC
1147
City Holding Co
West Virginia
$132K +$3.24K +41 +3%
WA
1148
WFG Advisors
Texas
$132K +$34.7K +438 +39%
WIM
1149
Westside Investment Management
California
$129K +$633 +8 +0.5%
CFG
1150
CKW Financial Group
Hawaii
$128K – – –