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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
RWM
1201
Raffa Wealth Management
District of Columbia
$343K +$355K +2,897 New
SBWM
1202
Sunflower Bank Wealth Management
Arizona
$342K -$36.8K -300 -9%
PTB
1203
Pioneer Trust Bank
Oregon
$342K – – –
Close Asset Management
1204
Close Asset Management
United Kingdom
$341K – – –
WIA
1205
Westbourne Investment Advisors
Maryland
$341K +$110K +900 +45%
ATC
1206
Adirondack Trust Company
New York
$340K – – –
MAA
1207
Matrix Asset Advisors
New York
$340K – – –
SAM
1208
SignalPoint Asset Management
Missouri
$339K +$1.47K +12 +0.4%
MFW
1209
Mosaic Family Wealth
Missouri
$339K +$9.69K +79 +3%
LA
1210
LVW Advisors
New York
$338K -$22.8K -186 -6%
Vident Investment Advisory
1211
Vident Investment Advisory
Georgia
$338K +$5.76K +47 +2%
AB
1212
Atlas Brown
Kentucky
$337K – – –
Centiva Capital
1213
Centiva Capital
New York
$337K +$349K +2,848 New
TSWM
1214
Triangle Securities Wealth Management
North Carolina
$336K -$6.13K -50 -2%
IB
1215
Intrust Bank
Kansas
$336K -$2.33K -19 -0.7%
TWM
1216
Titus Wealth Management
California
$333K +$10.5K +86 +3%
CCMD
1217
Cypress Capital Management (Delaware)
Delaware
$332K – – –
MIP
1218
Marietta Investment Partners
Wisconsin
$331K – – –
VCM
1219
Virtue Capital Management
Tennessee
$331K +$343K +2,796 New
SCP
1220
Syntal Capital Partners
Texas
$331K +$344K +2,805 New
Accredited Investors
1221
Accredited Investors
Minnesota
$328K +$613 +5 +0.2%
HFA
1222
Huber Financial Advisors
Illinois
$327K +$12.3K +100 +4%
FFA
1223
First Foundation Advisors
California
$325K +$80.4K +656 +31%
OA
1224
Oxbow Advisors
Texas
$324K – – –
PAS
1225
Partnervest Advisory Services
California
$323K +$47K +383 +16%