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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
FC
1351
Ferris Capital
Massachusetts
$70K -$1.56K -15 -2%
LYV
1352
Live Your Vision
Pennsylvania
$70K – – –
PMFA
1353
Plante Moran Financial Advisors
Michigan
$69K -$1.77K -17 -3%
Close Asset Management
1354
Close Asset Management
United Kingdom
$68K +$66.7K +641 +29%
OneDigital Investment Advisors
1355
OneDigital Investment Advisors
Kansas
$67K – – –
IF
1356
Ironwood Financial
Arizona
$65K +$63.6K +612 New
Krilogy Financial
1357
Krilogy Financial
Missouri
$65K +$63.6K +612 New
FMB
1358
Field & Main Bank
Kentucky
$64K – – –
TFO
1359
Tarbox Family Office
California
$59K – – –
Farmers & Merchants Investments Inc
1360
Farmers & Merchants Investments Inc
Nebraska
$56K +$1.98K +19 +4%
VNA
1361
Valley National Advisers
Pennsylvania
$55K +$54.2K +521 New
CQS
1362
Credential Qtrade Securities
$53.8K +$52.5K +505 New
SMFS
1363
Squar Milner Financial Services
California
$53K -$46.8K -450 -47%
PAI
1364
Pittenger & Anderson Inc
Nebraska
$53K – – –
WCMN
1365
Westchester Capital Management (Nebraska)
Nebraska
$53K – – –
PCFFS
1366
Pacific Center for Financial Services
California
$51K – – –
TC
1367
Trilogy Capital
California
$51K – – –
PCP
1368
Proficio Capital Partners
Massachusetts
$50K +$728 +7 +2%
MUS
1369
Mitsubishi UFJ Securities
Japan
$49K – – –
SIS
1370
Sound Income Strategies
Florida
$48K -$208 -2 -0.4%
Brinker Capital Investments
1371
Brinker Capital Investments
Pennsylvania
$47K +$6.03K +58 +15%
PFGIA
1372
Patriot Financial Group Insurance Agency
Massachusetts
$46K +$25.9K +249 +136%
WPA
1373
West Paces Advisors
Georgia
$43.9K – – –
AP
1374
Atwood & Palmer
Missouri
$43K – – –
CWM
1375
Catamount Wealth Management
Connecticut
$43K – – –