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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
SRC
1151
Sage Rhino Capital
California
$409K -$123 -1 -0%
DCM
1152
Donaldson Capital Management
Indiana
$407K -$202K -1,645 -32%
TF
1153
Tompkins Financial
New York
$406K -$14.5K -118 -3%
Koshinski Asset Management
1154
Koshinski Asset Management
Illinois
$405K +$23.2K +189 +6%
IWM
1155
IHT Wealth Management
Illinois
$401K +$180K +1,469 +77%
CSA
1156
Cottage Street Advisors
Massachusetts
$400K
AP
1157
Appleton Partners
Massachusetts
$399K +$35.2K +287 +9%
BBNA
1158
Bremer Bank National Association
Minnesota
$396K -$25K -204 -6%
DI
1159
Diligent Investors
California
$394K -$2.45K -20 -0.6%
SRC
1160
Shufro Rose & Co
New York
$394K
CH
1161
Canton Hathaway
Rhode Island
$394K +$12.3K +100 +3%
EWM
1162
Empirical Wealth Management
Washington
$393K -$16.8K -137 -4%
WCM
1163
Weik Capital Management
Pennsylvania
$393K
ATFA
1164
All Terrain Financial Advisors
Minnesota
$392K
HWA
1165
Heritage Wealth Advisors
Virginia
$387K -$9.93K -81 -2%
CL
1166
CPWM LLC
Washington
$385K +$40.2K +328 +11%
OWP
1167
Obermeyer Wealth Partners
Colorado
$385K +$80.8K +659 +25%
AWM
1168
Aries Wealth Management
Maine
$382K -$13.1K -107 -3%
OWA
1169
Outlook Wealth Advisors
Texas
$382K +$8.09K +66 +2%
AC
1170
Abbrea Capital
California
$381K +$17.8K +145 +5%
PP
1171
Palladium Partners
Virginia
$381K +$137K +1,114 +45%
SNT
1172
Security National Trust
West Virginia
$378K -$19.6K -160 -5%
GW
1173
GW & Wade
Massachusetts
$376K -$13.6K -111 -3%
BPWA
1174
Beacon Pointe Wealth Advisors
California
$374K
APW
1175
Acima Private Wealth
Virginia
$371K