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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
WA
1151
Winfield Associates
Ohio
$113K +$29.1K +400 +33%
GWM
1152
Gupta Wealth Management
California
$112K -$4.29K -59 -4%
BAM
1153
Brave Asset Management
New Jersey
$111K – – –
PMFA
1154
Plante Moran Financial Advisors
Michigan
$110K +$16.2K +222 +16%
CAL
1155
Capital Analysts LLC
Pennsylvania
$105K -$130K -1,783 -54%
BCM
1156
Blume Capital Management
California
$104K – – –
MWP
1157
MYCIO Wealth Partners
Pennsylvania
$102K -$1.97K -27 -2%
APSP
1158
Asset Planning Services (Pennsylvania)
Pennsylvania
$101K +$106K +1,450 New
HCC
1159
Hirtle Callaghan & Co
Pennsylvania
$100K -$253K -3,475 -71%
CGT
1160
Capital Guardian Trust
California
$98K +$4.88K +67 +5%
M
1161
MOTCO
Texas
$94K -$2.77K -38 -3%
LPC
1162
Lone Pine Capital
Connecticut
$89K +$20.4K +281 +28%
VCM
1163
Versant Capital Management
Arizona
$87K +$91.2K +1,253 New
LWM
1164
Lenox Wealth Management
Ohio
$86K -$43.5K -598 -33%
DAM
1165
Delta Asset Management
Tennessee
$85K – – –
CA
1166
CapWealth Advisors
Tennessee
$83K – – –
HCM
1167
Highlander Capital Management
New Jersey
$83K – – –
MCM
1168
MV Capital Management
Maryland
$82K – – –
CG
1169
Colony Group
Massachusetts
$81K -$24.1K -331 -22%
TWMP
1170
Taylor Wealth Management Partners
Massachusetts
$80K – – –
RWM
1171
Raffa Wealth Management
District of Columbia
$77.8K -$71.4K -981 -47%
AFP
1172
Ausdal Financial Partners
Iowa
$77K +$80K +1,100 New
JGIA
1173
Jackson Grant Investment Advisers
Connecticut
$77K +$80.9K +1,112 New
FAM
1174
Formidable Asset Management
Ohio
$77K +$88K +1,209 New
KLWA
1175
Kelly Lawrence W & Associates
California
$70K – – –