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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
RW
1301
REDW Wealth
New Mexico
$205K +$22.5K +193 +9%
AAM
1302
Autus Asset Management
Arizona
$204K -$68.3K -587 -20%
SFG
1303
Sunburst Financial Group
Alabama
$204K – – –
IWS
1304
Insight Wealth Strategies
California
$203K -$270K -2,317 -49%
CAAS
1305
Capital Asset Advisory Services
Michigan
$203K +$66.3K +570 +28%
OAM
1306
Oak Asset Management
California
$202K -$814 -7 -0.3%
NCM
1307
Northside Capital Management
Oregon
$201K – – –
KLCM
1308
KG&L Capital Management
Louisiana
$201K +$274K +2,353 New
HR
1309
Hayden Royal
North Carolina
$201K -$50K -430 -15%
TAM
1310
Trillium Asset Management
Massachusetts
$200K +$12K +103 +5%
WB
1311
Webster Bank
Connecticut
$199K – – –
ATC
1312
Adirondack Trust Company
New York
$192K -$66.3K -570 -20%
JFA
1313
JNBA Financial Advisors
Minnesota
$191K -$26.5K -228 -9%
TFA
1314
Toth Financial Advisory
Virginia
$190K +$31.1K +267 +14%
KTC
1315
Kistler-Tiffany Companies
Pennsylvania
$185K – – –
RCA
1316
Ranch Capital Advisors
Florida
$184K – – –
FPA
1317
First Pacific Advisors
California
$182K -$523K -4,495 -68%
MA
1318
MCF Advisors
Kentucky
$180K +$113K +972 +86%
PFGIA
1319
Patriot Financial Group Insurance Agency
Massachusetts
$179K +$158K +1,360 +186%
CA
1320
Centerpoint Advisors
Massachusetts
$175K -$43.6K -375 -16%
Cohen & Steers
1321
Cohen & Steers
New York
$174K – – –
IRC
1322
Investors Research Corp
Georgia
$174K – – –
PWMG
1323
Prestige Wealth Management Group
New Jersey
$173K +$216K +1,856 +1,085%
PA
1324
Procyon Advisors
Connecticut
$171K +$1.05K +9 +0.5%
JFGIW
1325
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$170K +$175K +1,502 +314%