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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
KPW
1351
Kore Private Wealth
New York
$149K +$164K +1,564 New
WAP
1352
Wealthcare Advisory Partners
Pennsylvania
$146K -$7.85K -75 -5%
IBOK
1353
Independence Bank of Kentucky
Kentucky
$145K -$10.5K -100 -6%
FFW
1354
Fusion Family Wealth
New York
$145K -$5.13K -49 -3%
FFC
1355
First Financial Corp
Indiana
$145K – – –
PO
1356
Private Ocean
California
$145K +$10.9K +104 +7%
BCM
1357
Blume Capital Management
California
$143K – – –
VIM
1358
Veritas Investment Management
United Kingdom
$143K – – –
SIAP
1359
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$142K – – –
DAM
1360
Delta Asset Management
Tennessee
$138K – – –
CFG
1361
CKW Financial Group
Hawaii
$133K -$10.5K -100 -7%
FHA
1362
First Horizon Advisors
Tennessee
$132K -$85.8K -820 -37%
OFW
1363
Omnia Family Wealth
Florida
$128K – – –
SGS
1364
Sterling Global Strategies
California
$124K +$136K +1,300 New
SFG
1365
SevenBridge Financial Group
Pennsylvania
$123K -$53.4K -510 -28%
AssetMark Inc
1366
AssetMark Inc
California
$123K -$32.9K -314 -20%
PMFA
1367
Plante Moran Financial Advisors
Michigan
$122K +$65.4K +625 +96%
MSA
1368
Marino Stram & Associates
Massachusetts
$121K -$8.37K -80 -6%
FLI
1369
Family Legacy Inc
South Carolina
$120K -$5.23K -50 -4%
ST
1370
Sageworth Trust
Pennsylvania
$119K – – –
PCM
1371
Princeton Capital Management
New Jersey
$116K +$20.9K +200 +20%
MA
1372
MCF Advisors
Kentucky
$115K +$314 +3 +0.2%
MCM
1373
MV Capital Management
Maryland
$109K – – –
FMTCOCP
1374
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$108K – – –
VCM
1375
Versant Capital Management
Arizona
$108K – – –