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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
SFSIG
1301
San Francisco Sentry Investment Group
California
$101K +$6.78K +70 +7%
LWM
1302
Lenox Wealth Management
Ohio
$100K +$5.42K +56 +5%
FHA
1303
First Horizon Advisors
Tennessee
$99K +$17.9K +185 +21%
SFM
1304
Signet Financial Management
New Jersey
$99K +$102K +1,056 New
GWS
1305
Glassman Wealth Services
Virginia
$97K +$4.36K +45 +5%
PCM
1306
Princeton Capital Management
New Jersey
$95K +$98.3K +1,015 New
SIA
1307
SeaBridge Investment Advisors
New Jersey
$94K – – –
SFFS
1308
Stonehage Fleming Financial Services
Jersey
$93K – – –
AC
1309
Avestar Capital
New York
$92K +$15.7K +162 +16%
BWM
1310
Baystate Wealth Management
Massachusetts
$91K – – –
MWM
1311
Mascoma Wealth Management
New Hampshire
$89K – – –
THWM
1312
Taylor Hoffman Wealth Management
Virginia
$89K – – –
NSB
1313
Norway Savings Bank
Maine
$87K – – –
NIM
1314
NuWave Investment Management
New Jersey
$87K +$84.8K +875 +1,326%
CC
1315
Claybrook Capital
Massachusetts
$84K +$87.2K +900 New
WIM
1316
Westside Investment Management
California
$83.5K -$60.6K -626 -41%
EWM
1317
Endurance Wealth Management
Rhode Island
$79K -$29.1K -300 -26%
KF
1318
Krilogy Financial
Missouri
$76K -$1.16K -12 -1%
MAM
1319
Magellan Asset Management
Australia
$76K – – –
IDBONY
1320
Israel Discount Bank of New York
New York
$75K – – –
WC
1321
Whitney & Co
New York
$75K +$77.5K +800 New
SIAS
1322
Shine Investment Advisory Services
Colorado
$74K – – –
Carson Wealth (CWM LLC)
1323
Carson Wealth (CWM LLC)
Nebraska
$74K +$6.3K +65 +9%
BRC
1324
Bell Rock Capital
Delaware
$74K +$19.7K +203 +35%
DWA
1325
Divergent Wealth Advisors
Utah
$74K +$76.3K +788 New