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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
HDIM
1301
Hanson & Doremus Investment Management
Vermont
$205K -$15.7K -150 -7%
BG
1302
Bahl & Gaynor
Ohio
$205K
PL
1303
Plancorp LLC
Missouri
$205K +$3.35K +32 +2%
TFA
1304
Toth Financial Advisory
Virginia
$205K +$8.47K +81 +4%
OLA
1305
Oliver Luxxe Assets
New Jersey
$204K
FWM
1306
Fairhaven Wealth Management
Illinois
$202K +$222K +2,120 New
9WM
1307
9258 Wealth Management
Ohio
$202K +$222K +2,123 New
LPWM
1308
Lake Point Wealth Management
Texas
$201K +$220K +2,104 New
QAM
1309
Questar Asset Management
Minnesota
$201K +$220K +2,107 New
GIP
1310
Granite Investment Partners
California
$200K
VCAM
1311
Van Cleef Asset Management
Ohio
$200K
HPWM
1312
Highland Private Wealth Management
Washington
$200K +$4.71K +45 +2%
FEM
1313
Fulcrum Equity Management
Texas
$200K +$220K +2,100 New
AW
1314
Alpha Windward
Massachusetts
$199K -$21.9K -209 -9%
CBT
1315
Central Bank & Trust
Kentucky
$198K -$8.06K -77 -4%
KTC
1316
Kistler-Tiffany Companies
Pennsylvania
$195K
FCB
1317
First Command Bank
Texas
$194K
FCFS
1318
First Command Financial Services
Texas
$194K
GLI
1319
Guardian Life Insurance
New York
$191K +$419 +4 +0.2%
LWM
1320
Liberty Wealth Management
California
$191K +$210K +2,008 New
Carson Wealth (CWM LLC)
1321
Carson Wealth (CWM LLC)
Nebraska
$190K +$66.3K +634 +47%
MWNA
1322
Marshall Wace North America
New York
$186K +$205K +1,956 New
KA
1323
Kaizen Advisory
Illinois
$183K +$21.4K +205 +12%
AAP
1324
Arax Advisory Partners
Colorado
$180K -$16.4K -157 -8%
TFS
1325
TrustCore Financial Services
Tennessee
$179K +$67K +640 +52%