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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
VCM
1301
Versant Capital Management
Arizona
$113K
FNB
1302
Farmers National Bank
Kentucky
$111K -$57.4K -603 -35%
CAL
1303
Capital Analysts LLC
Pennsylvania
$111K -$23.8K -250 -18%
EA
1304
Edge Advisors
Georgia
$111K
PC
1305
Permit Capital
Pennsylvania
$109K
IWM
1306
IHT Wealth Management
Illinois
$102K +$30.3K +318 +45%
LWM
1307
Lenox Wealth Management
Ohio
$101K +$286 +3 +0.3%
CPIG
1308
Chicago Partners Investment Group
Illinois
$101K +$381 +4 +0.4%
CAC
1309
Certified Advisory Corp
Florida
$101K +$97.3K +1,022 New
SFSIG
1310
San Francisco Sentry Investment Group
California
$100K
SIA
1311
SeaBridge Investment Advisors
New Jersey
$100K
HIIFS
1312
Harel Insurance Investments & Financial Services
Israel
$99K -$124K -1,300 -57%
GWS
1313
Glassman Wealth Services
Virginia
$99K
HCM
1314
Highlander Capital Management
New Jersey
$99K
THWM
1315
Taylor Hoffman Wealth Management
Virginia
$95K +$91K +955 New
OIA
1316
OneDigital Investment Advisors
Kansas
$93K +$9.05K +95 +11%
NSB
1317
Norway Savings Bank
Maine
$92K -$5.52K -58 -6%
MWM
1318
Mascoma Wealth Management
New Hampshire
$92K
CBT
1319
Capital Bank & Trust
California
$92K +$11.9K +125 +16%
BWM
1320
Baystate Wealth Management
Massachusetts
$89K -$2.29K -24 -3%
FHA
1321
First Horizon Advisors
Tennessee
$87K -$19.9K -209 -19%
AC
1322
Avestar Capital
New York
$85K +$94.7K +994 New
KF
1323
Krilogy Financial
Missouri
$82K -$9.33K -98 -11%
MFBTD
1324
MB Financial Bank - Trust Department
Illinois
$80K
MAM
1325
Magellan Asset Management
Australia
$80K +$11.5K +121 +18%