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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
SFG
1301
Sunburst Financial Group
Alabama
$204K
IWS
1302
Insight Wealth Strategies
California
$203K -$270K -2,317 -49%
CAAS
1303
Capital Asset Advisory Services
Michigan
$203K +$66.3K +570 +28%
OAM
1304
Oak Asset Management
California
$202K -$814 -7 -0.3%
NCM
1305
Northside Capital Management
Oregon
$201K
KLCM
1306
KG&L Capital Management
Louisiana
$201K +$274K +2,353 New
HR
1307
Hayden Royal
North Carolina
$201K -$50K -430 -15%
TAM
1308
Trillium Asset Management
Massachusetts
$200K +$12K +103 +5%
WB
1309
Webster Bank
Connecticut
$199K
ATC
1310
Adirondack Trust Company
New York
$192K -$66.3K -570 -20%
JFA
1311
JNBA Financial Advisors
Minnesota
$191K -$26.5K -228 -9%
TFA
1312
Toth Financial Advisory
Virginia
$190K +$31.1K +267 +14%
KTC
1313
Kistler-Tiffany Companies
Pennsylvania
$185K
RCA
1314
Ranch Capital Advisors
Florida
$184K
FPA
1315
First Pacific Advisors
California
$182K -$523K -4,495 -68%
MA
1316
MCF Advisors
Kentucky
$180K +$113K +972 +86%
PFGIA
1317
Patriot Financial Group Insurance Agency
Massachusetts
$179K +$158K +1,360 +186%
CA
1318
Centerpoint Advisors
Massachusetts
$175K -$43.6K -375 -16%
Cohen & Steers
1319
Cohen & Steers
New York
$174K
IRC
1320
Investors Research Corp
Georgia
$174K
PWMG
1321
Prestige Wealth Management Group
New Jersey
$173K +$216K +1,856 +1,085%
PA
1322
Procyon Advisors
Connecticut
$171K +$1.05K +9 +0.5%
JFGIW
1323
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$170K +$175K +1,502 +314%
BWA
1324
Burt Wealth Advisors
Maryland
$167K -$16.3K -140 -7%
AW
1325
Alpha Windward
Massachusetts
$167K -$12.1K -104 -5%