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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
AP
1401
Arlington Partners
Alabama
$77K +$523 +5 +0.6%
IWA
1402
Intercontinental Wealth Advisors
Texas
$76K +$83.7K +800 New
PFGIA
1403
Patriot Financial Group Insurance Agency
Massachusetts
$75K +$36.8K +352 +81%
WANY
1404
Wealthspire Advisors (New York)
New York
$75K +$82.8K +791 New
1832 Asset Management
1405
1832 Asset Management
Ontario, Canada
$73K +$48.1K +460 +150%
MWM
1406
Mascoma Wealth Management
New Hampshire
$71K -$26.2K -250 -25%
SIAS
1407
Shine Investment Advisory Services
Colorado
$71K – – –
IF
1408
Ironwood Financial
Arizona
$70K +$12.5K +119 +19%
RA
1409
Rational Advisors
New York
$70K +$38.2K +365 +100%
Group One Trading
1410
Group One Trading
Illinois
$69K – – –
TCM
1411
Tradewinds Capital Management
Washington
$69K – – –
SMFS
1412
Squar Milner Financial Services
California
$69K +$23.4K +224 +45%
BWM
1413
BerganKDV Wealth Management
Minnesota
$67K – – –
HCM
1414
Highlander Capital Management
New Jersey
$67K – – –
LYV
1415
Live Your Vision
Pennsylvania
$65K – – –
NSB
1416
Norway Savings Bank
Maine
$64K -$10.5K -100 -13%
EWM
1417
Elmwood Wealth Management
California
$64K – – –
VNA
1418
Valley National Advisers
Pennsylvania
$64K +$15.8K +151 +29%
APC
1419
Aspire Private Capital
North Carolina
$64K +$70.2K +671 New
FA
1420
Financial Advantage
Maryland
$64K +$71.1K +680 New
LC
1421
Lindbrook Capital
California
$63K +$69.7K +666 New
AIA
1422
Alera Investment Advisors
Illinois
$62K +$68.1K +651 New
PWMG
1423
Prestige Wealth Management Group
New Jersey
$61K +$67.2K +642 New
VRM
1424
Vectors Research Management
New York
$60K -$507K -4,850 -89%
FC
1425
Ferris Capital
Massachusetts
$60K -$2.62K -25 -4%