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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
CAM
1301
Cidel Asset Management
Ontario, Canada
$669K +$575K +3,573 New
AF
1302
Alerus Financial
North Dakota
$668K -$10.8K -67 -2%
DF
1303
Donoghue Forlines
Massachusetts
$668K -$188K -1,165 -25%
HWA
1304
Heritage Wealth Advisors
Virginia
$667K -$107K -666 -16%
HBT
1305
Hills Bank & Trust
Iowa
$661K
BDA
1306
Borer Denton & Associates
Pennsylvania
$661K +$74.7K +464 +15%
NA
1307
Navellier & Associates
Nevada
$661K +$243K +1,510 +75%
UAML
1308
US Asset Management LLC
Pennsylvania
$657K +$564K +3,505 New
CWM
1309
Cornerstone Wealth Management
Missouri
$656K -$72.1K -448 -11%
KAM
1310
Knightsbridge Asset Management
California
$655K -$18.7K -116 -3%
TW
1311
Transform Wealth
Colorado
$653K -$8.69K -54 -2%
LA
1312
Lifeworks Advisors
Michigan
$652K -$63.3K -393 -10%
CP
1313
Canopy Partners
Ohio
$651K +$560K +3,476 New
LA
1314
LVW Advisors
New York
$645K +$21.1K +131 +4%
PWG
1315
Portside Wealth Group
Utah
$645K -$52.6K -327 -9%
CTC
1316
Cetera Trust Company
Minnesota
$644K +$553K +3,435 New
EAM
1317
Eagle Asset Management
Florida
$643K +$87.2K +542 +19%
DWM
1318
Defined Wealth Management
Oregon
$642K -$322 -2 -0.1%
RIA
1319
Richwood Investment Advisors
Ohio
$639K -$6.44K -40 -1%
PL
1320
Perpetual Ltd
Australia
$638K +$51.7K +321 +10%
MFG
1321
MidWestOne Financial Group
Iowa
$638K +$196K +1,218 +56%
CAMG
1322
CWA Asset Management Group
Florida
$638K +$25.1K +156 +5%
OCBCO
1323
Oversea-Chinese Banking Corp (OCBC)
Singapore
$636K +$107K +667 +25%
OCM
1324
Orleans Capital Management
Louisiana
$633K -$52.3K -325 -9%
OWA
1325
Outlook Wealth Advisors
Texas
$629K -$146K -906 -21%