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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
FA
1251
Financial Advantage
Maryland
$63K – – –
CCS
1252
Crosspoint Capital Strategies
California
$62K +$26.9K +300 +81%
OC
1253
Oakworth Capital
Alabama
$61K – – –
GGPS
1254
Gary Goldberg Planning Services
New York
$61K +$26.9K +300 +83%
PC
1255
Permit Capital
Pennsylvania
$60K – – –
TCM
1256
Tradewinds Capital Management
Washington
$60K – – –
WCM
1257
Wealthcare Capital Management
Virginia
$56K – – –
Gradient Investments
1258
Gradient Investments
Minnesota
$54K +$14.3K +160 +38%
SAC
1259
Smith Affiliated Capital
New York
$53.5K – – –
HPBT
1260
High Point Bank & Trust
North Carolina
$52K – – –
WA
1261
WealthTrust-Arizona
Arizona
$51K – – –
TDC
1262
Thompson Davis & Co
Virginia
$51K +$11.2K +125 +29%
WCMN
1263
Westchester Capital Management (Nebraska)
Nebraska
$47K – – –
QAM
1264
QCI Asset Management
New York
$46K – – –
TFO
1265
Tarbox Family Office
California
$46K – – –
SIA
1266
SeaBridge Investment Advisors
New Jersey
$44K -$24.2K -270 -36%
AWM
1267
AllSquare Wealth Management
New York
$43K +$41K +457 New
JIR
1268
James Investment Research
Ohio
$40K +$38.8K +433 New
CCMW
1269
Cypress Capital Management (Wyoming)
Wyoming
$37.2K +$35.9K +400 New
TC
1270
TradeLink Capital
Illinois
$37K -$59.1K -659 -62%
RA
1271
Rational Advisors
New York
$37K +$35.9K +400 New
CFG
1272
CKW Financial Group
Hawaii
$36K – – –
IMS
1273
Index Management Solutions
Pennsylvania
$35K -$2.33K -26 -6%
SIG
1274
Stanford Investment Group
California
$34K +$32.7K +365 New
EWM
1275
Edge Wealth Management
New York
$30K -$105K -1,174 -79%