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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
1176
SeaCrest Wealth Management
New York
$419K -$34.3K -287 -8%
MIH
1177
Meitav Investment House
Israel
$416K -$404K -3,378 -50%
9WM
1178
9258 Wealth Management
Ohio
$416K +$168K +1,404 +73%
FCA
1179
FinTrust Capital Advisors
South Carolina
$415K -$65.7K -550 -14%
CH
1180
Canton Hathaway
Rhode Island
$415K – – –
SRC
1181
Shufro Rose & Co
New York
$415K – – –
WCM
1182
Weik Capital Management
Pennsylvania
$414K – – –
BPWA
1183
Beacon Pointe Wealth Advisors
California
$413K +$18K +151 +5%
GW
1184
GW & Wade
Massachusetts
$412K +$15.9K +133 +4%
WP
1185
WMS Partners
Maryland
$411K -$23.9K -200 -6%
HWA
1186
Heritage Wealth Advisors
Virginia
$410K +$2.39K +20 +0.6%
OWA
1187
Outlook Wealth Advisors
Texas
$410K +$7.29K +61 +2%
GBBWRPM
1188
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$410K +$41.2K +345 +12%
AWM
1189
Aries Wealth Management
Maine
$408K – – –
OWP
1190
Obermeyer Wealth Partners
Colorado
$407K +$2.03K +17 +0.5%
ATFA
1191
All Terrain Financial Advisors
Minnesota
$406K -$6.45K -54 -2%
TIA
1192
Tiemann Investment Advisors
California
$405K -$76.4K -639 -16%
SIC
1193
Salem Investment Counselors
North Carolina
$403K +$17.7K +148 +5%
AC
1194
Abbrea Capital
California
$401K – – –
SWM
1195
Sculati Wealth Management
Michigan
$401K +$385K +3,220 New
BBNA
1196
Bremer Bank National Association
Minnesota
$399K -$16.7K -140 -4%
SNT
1197
Security National Trust
West Virginia
$398K – – –
GFS
1198
GYL Financial Synergies
Connecticut
$393K -$286K -2,396 -43%
FFBTD
1199
First Financial Bank - Trust Division
Ohio
$392K +$13.1K +110 +4%
PFM
1200
Parsec Financial Management
North Carolina
$392K +$28.7K +240 +8%