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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
ACG
1251
Allen Capital Group
Nebraska
$228K -$377K -3,238 -55%
HFA
1252
Huber Financial Advisors
Illinois
$228K – – –
PHS
1253
Pekin Hardy Strauss
Illinois
$228K +$2.91K +25 +0.9%
VVP
1254
Venture Visionary Partners
Ohio
$227K -$651K -5,597 -68%
PCS
1255
Personal CFO Solutions
New Jersey
$226K +$22.8K +196 +8%
SIA
1256
Strategic Investment Advisors
Michigan
$225K – – –
IFG
1257
Independent Financial Group
California
$224K +$305K +2,618 New
SCA
1258
Stonebridge Capital Advisors
Minnesota
$224K -$3.72K -32 -1%
VCP
1259
Verus Capital Partners
Arizona
$224K +$25.6K +220 +9%
FFG
1260
Ford Financial Group
California
$224K +$306K +2,626 New
IFAM
1261
Institutional & Family Asset Management
Colorado
$223K +$3.02K +26 +1%
MFG
1262
Merit Financial Group
Georgia
$223K +$14K +120 +5%
GSWM
1263
Golden State Wealth Management
California
$223K +$303K +2,600 New
CS
1264
Capital Square
Tennessee
$222K +$301K +2,590 New
RHAM
1265
Round Hill Asset Management
California
$221K – – –
SFI
1266
SPC Financial Inc
Maryland
$221K – – –
ACM
1267
Allred Capital Management
Texas
$220K -$58.5K -503 -16%
CT
1268
Columbia Trust
Oregon
$217K -$255K -2,190 -46%
WWM
1269
Windsor Wealth Management
Indiana
$217K -$57.9K -498 -16%
MPIA
1270
Mountain Pacific Investment Advisers
Idaho
$217K +$58.2K +500 +25%
DWM
1271
Dorchester Wealth Management
Quebec, Canada
$217K +$295K +2,538 New
WIA
1272
Westbourne Investment Advisors
Maryland
$216K -$39K -335 -12%
CFA
1273
CWS Financial Advisors
Michigan
$216K – – –
QPWM
1274
Quadrant Private Wealth Management
Pennsylvania
$216K +$41.1K +353 +16%
AIC
1275
Ameritas Investment Company
Nebraska
$215K +$90.3K +776 +41%