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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
PCM
1126
Palisade Capital Management
New Jersey
$370K
SWM
1127
SeaCrest Wealth Management
New York
$369K +$7.97K +81 +2%
JWBC
1128
John W. Bristol & Co
New York
$368K
RM
1129
Resource Management
Louisiana
$366K +$197 +2 +0.1%
WAM
1130
Wolverine Asset Management
Illinois
$363K -$475K -4,831 -57%
LJAC
1131
L.J. Altfest & Co
New York
$363K -$1.48K -15 -0.4%
BG
1132
Bellevue Group
Switzerland
$361K
Cetera Investment Advisers
1133
Cetera Investment Advisers
Illinois
$361K +$1.77K +18 +0.5%
LA
1134
Legacy Advisors
Pennsylvania
$360K
WP
1135
WMS Partners
Maryland
$360K +$10.7K +109 +3%
GIA
1136
Gladstone Institutional Advisory
Florida
$359K +$352K +3,578 New
IC
1137
Intersect Capital
California
$358K -$66.9K -680 -16%
RP
1138
Riverbridge Partners
Minnesota
$356K
GBT
1139
Grove Bank & Trust
Florida
$356K +$11.8K +120 +3%
HFM
1140
Hartford Financial Management
Connecticut
$355K -$1.48K -15 -0.4%
SCA
1141
Stonebridge Capital Advisors
Minnesota
$355K
BJL
1142
Brighton Jones LLC
Washington
$355K +$47.5K +483 +16%
WEC
1143
Winslow Evans & Crocker
Massachusetts
$354K -$21.2K -215 -6%
MWM
1144
Meridian Wealth Management
Kentucky
$350K +$66.5K +676 +24%
GAM
1145
Garrison Asset Management
Arkansas
$349K -$24.6K -250 -7%
EFS
1146
Essex Financial Services
Connecticut
$349K +$31.9K +324 +10%
KWM
1147
Keebeck Wealth Management
Illinois
$347K +$279K +2,834 +451%
GWMIA
1148
Global Wealth Management Investment Advisory
Florida
$345K -$22.9K -233 -6%
AWM
1149
Aries Wealth Management
Maine
$345K -$6.69K -68 -2%
GFS
1150
GYL Financial Synergies
Connecticut
$344K +$98 +1 +0%