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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1201
Mascoma Wealth Management
New Hampshire
$86K
GS
1202
GAM Systematic
United Kingdom
$86K +$52.9K +615 +185%
DAM
1203
Delta Asset Management
Tennessee
$85K
BWM
1204
Baystate Wealth Management
Massachusetts
$85K +$2.06K +24 +3%
KF
1205
Krilogy Financial
Missouri
$84K +$8.77K +102 +12%
OIA
1206
OneDigital Investment Advisors
Kansas
$76K -$37K -430 -34%
MFBTD
1207
MB Financial Bank - Trust Department
Illinois
$73K
Carson Wealth (CWM LLC)
1208
Carson Wealth (CWM LLC)
Nebraska
$73K +$35.6K +414 +106%
CBT
1209
Capital Bank & Trust
California
$72K
IDBONY
1210
Israel Discount Bank of New York
New York
$72K
SIAS
1211
Shine Investment Advisory Services
Colorado
$72K
TJHA
1212
Thomas J. Herzfeld Advisors
Florida
$72K +$258 +3 +0.4%
EWM
1213
Edge Wealth Management
New York
$69K
GAM
1214
Gemmer Asset Management
California
$68K
RFS
1215
Rockefeller Financial Services
New York
$66K +$62.6K +728 New
IWM
1216
IHT Wealth Management
Illinois
$65K -$10.2K -119 -14%
TDC
1217
Thompson Davis & Co
Virginia
$63K -$490K -5,700 -89%
RFA
1218
Reilly Financial Advisors
California
$63K +$3.78K +44 +7%
JWA
1219
JFS Wealth Advisors
Pennsylvania
$62K
MAM
1220
Magellan Asset Management
Australia
$62K
FA
1221
Financial Advantage
Maryland
$62K +$58.4K +680 New
FAM
1222
Fred Alger Management
New York
$61K
SGAM
1223
Smith Group Asset Management
Texas
$61K +$37K +430 +176%
LYV
1224
Live Your Vision
Pennsylvania
$60K
PMFA
1225
Plante Moran Financial Advisors
Michigan
$59K