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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
AC
1326
Avestar Capital
New York
$85K +$94.7K +994 New
KF
1327
Krilogy Financial
Missouri
$82K -$9.33K -98 -11%
MFBTD
1328
MB Financial Bank - Trust Department
Illinois
$80K – – –
MAM
1329
Magellan Asset Management
Australia
$80K +$11.5K +121 +18%
IDBONY
1330
Israel Discount Bank of New York
New York
$79K – – –
SIAS
1331
Shine Investment Advisory Services
Colorado
$79K – – –
GI
1332
Gradient Investments
Minnesota
$76K +$73.3K +770 New
EWM
1333
Edge Wealth Management
New York
$75K – – –
GAM
1334
Gemmer Asset Management
California
$74K – – –
Carson Wealth (CWM LLC)
1335
Carson Wealth (CWM LLC)
Nebraska
$73K -$6.76K -71 -9%
JWA
1336
JFS Wealth Advisors
Pennsylvania
$72K +$3.52K +37 +5%
KA
1337
Kaizen Advisory
Illinois
$69K +$66.1K +694 New
SGAM
1338
Smith Group Asset Management
Texas
$67K – – –
LFA
1339
Legacy Financial Advisors
Kentucky
$66K +$63.4K +666 New
RFA
1340
Reilly Financial Advisors
California
$64K -$4.19K -44 -6%
PMFA
1341
Plante Moran Financial Advisors
Michigan
$64K -$1.33K -14 -2%
LYV
1342
Live Your Vision
Pennsylvania
$64K – – –
AA
1343
AlphaMark Advisors
Kentucky
$61K – – –
IP
1344
Intellectus Partners
California
$61K – – –
LCM
1345
Liberty Capital Management
Michigan
$61K – – –
FMB
1346
Field & Main Bank
Kentucky
$60K +$57.1K +600 New
Credit Agricole
1347
Credit Agricole
France
$58K -$87.8M -921,467 -100%
BRC
1348
Bell Rock Capital
Delaware
$58K +$190 +2 +0.3%
PG
1349
Pendal Group
Australia
$55.5K +$53.2K +559 New
TFO
1350
Tarbox Family Office
California
$55K – – –