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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
DIM
1276
Delta Investment Management
California
$705K +$322 +2 +0.1%
WP
1277
WealthSource Partners
California
$702K +$5.63K +35 +0.9%
AI
1278
Accredited Investors
Minnesota
$701K +$5.63K +35 +0.9%
CA
1279
Continuum Advisory
Idaho
$701K -$78.7K -489 -12%
GBT
1280
Grove Bank & Trust
Florida
$698K -$161 -1 -0%
IIM
1281
Ipswich Investment Management
Massachusetts
$696K
RIL
1282
Rothschild Investment LLC
Illinois
$694K -$765K -4,753 -56%
ACM
1283
Aquatic Capital Management
Illinois
$693K -$15.3M -94,900 -96%
CRC
1284
Curi RMB Capital
Illinois
$690K +$3.86K +24 +0.7%
SWM
1285
SeaCrest Wealth Management
New York
$688K -$8.85K -55 -1%
FCCM
1286
First City Capital Management
Georgia
$687K +$3.38K +21 +0.6%
PGCM
1287
Prescott Group Capital Management
Oklahoma
$686K
SF
1288
Summit Financial
New Jersey
$684K -$62.9K -391 -10%
LP
1289
LGL Partners
Pennsylvania
$684K +$483 +3 +0.1%
SFS
1290
Solitude Financial Services
Virginia
$684K +$8.05K +50 +1%
AWM
1291
Aries Wealth Management
Maine
$684K -$66.2K -411 -10%
ANBT
1292
American National Bank & Trust
Texas
$683K -$29.3K -182 -5%
Jones Financial Companies
1293
Jones Financial Companies
Missouri
$682K -$103K -637 -15%
BCG
1294
Breakwater Capital Group
New Jersey
$681K +$21.4K +133 +4%
RWS
1295
Resolute Wealth Strategies
Mississippi
$680K +$805 +5 +0.1%
LCM
1296
Lazari Capital Management
California
$680K -$48.3K -300 -8%
MWM
1297
Modern Wealth Management
Kansas
$675K +$580K +3,601 New
SC
1298
Saybrook Capital
North Carolina
$674K
CIC
1299
Carnegie Investment Counsel
Ohio
$672K +$17.1K +106 +3%
OAM
1300
Oak Asset Management
California
$671K