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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
WCM
1176
Weik Capital Management
Pennsylvania
$539K
FMN
1177
Financial Management Network
California
$537K +$39.9K +302 +10%
WP
1178
WealthSource Partners
California
$534K +$172K +1,301 +53%
AF
1179
Arrow Financial
New York
$533K -$43.6K -330 -8%
CBT
1180
CoreFirst Bank & Trust
Kansas
$533K -$7.27K -55 -1%
Carson Wealth (CWM LLC)
1181
Carson Wealth (CWM LLC)
Nebraska
$531K
SWA
1182
Sutton Wealth Advisors
Florida
$529K +$1.19K +9 +0.2%
OC
1183
Oakworth Capital
Alabama
$529K -$4.49K -34 -0.9%
CBT
1184
Central Bank & Trust
Kentucky
$526K -$1.12M -8,470 -69%
ME
1185
McIlrath & Eck
Washington
$525K
GFS
1186
GYL Financial Synergies
Connecticut
$521K +$33.2K +251 +7%
JWBC
1187
John W. Bristol & Co
New York
$519K
AWM
1188
Aries Wealth Management
Maine
$518K +$9.78K +74 +2%
RM
1189
Resource Management
Louisiana
$517K +$132 +1 +0%
BCM
1190
Bluefin Capital Management
New York
$517K +$483K +3,658 New
IIM
1191
Ipswich Investment Management
Massachusetts
$516K
AI
1192
Accredited Investors
Minnesota
$515K -$32.9K -249 -6%
PTC
1193
Philadelphia Trust Company
Pennsylvania
$514K -$156K -1,181 -25%
RCM
1194
RB Capital Management
Nevada
$514K +$103K +776 +27%
BIM
1195
Barton Investment Management
Pennsylvania
$513K -$21.1K -160 -4%
LJAC
1196
L.J. Altfest & Co
New York
$512K +$264 +2 +0.1%
FWCM
1197
Ferguson Wellman Capital Management
Oregon
$508K -$275K -2,080 -37%
AIM
1198
Aspen Investment Management
Michigan
$507K
EFS
1199
Essex Financial Services
Connecticut
$504K +$13.2K +100 +3%
HPC
1200
Hobart Private Capital
North Carolina
$504K -$8.19K -62 -2%