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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
1326
Edge Wealth Management
New York
$71K – – –
GAM
1327
Gemmer Asset Management
California
$70K – – –
FGC
1328
Financial Gravity Companies
Texas
$70K +$62.7K +647 +886%
FGAM
1329
Financial Gravity Asset Management
Texas
$70K +$69.7K +720 New
Group One Trading
1330
Group One Trading
Illinois
$68K -$1.49M -15,400 -96%
GI
1331
Gradient Investments
Minnesota
$68K -$3.88K -40 -5%
JWA
1332
JFS Wealth Advisors
Pennsylvania
$68K – – –
LYV
1333
Live Your Vision
Pennsylvania
$68K – – –
PMFA
1334
Plante Moran Financial Advisors
Michigan
$67K +$7.07K +73 +11%
TCM
1335
Tradewinds Capital Management
Washington
$67K +$29.1K +300 +72%
KA
1336
Kaizen Advisory
Illinois
$65K – – –
LFA
1337
Legacy Financial Advisors
Kentucky
$65K +$3.29K +34 +5%
HCM
1338
Highlander Capital Management
New Jersey
$63K -$29.1K -300 -30%
EWM
1339
Elmwood Wealth Management
California
$63K +$65.4K +675 New
FC
1340
Ferris Capital
Massachusetts
$62K +$64.7K +668 New
RFA
1341
Reilly Financial Advisors
California
$61K – – –
OIA
1342
OneDigital Investment Advisors
Kansas
$59K -$29.1K -300 -32%
AA
1343
AlphaMark Advisors
Kentucky
$58K – – –
IP
1344
Intellectus Partners
California
$57K – – –
FMB
1345
Field & Main Bank
Kentucky
$56K – – –
PG
1346
Pendal Group
Australia
$52.1K – – –
TFO
1347
Tarbox Family Office
California
$51K – – –
BAM
1348
Bruderman Asset Management
New York
$51K +$52.5K +542 New
Credit Agricole
1349
Credit Agricole
France
$50K -$4.26K -44 -8%
GFP
1350
Gryphon Financial Partners
Ohio
$48K -$969 -10 -2%