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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
TC
1401
Truvestments Capital
Florida
$170K +$163K +1,553 New
WAP
1402
Wealthcare Advisory Partners
Pennsylvania
$168K +$105 +1 +0.1%
PI
1403
PineBridge Investments
New York
$167K +$126K +1,195 +363%
IBOK
1404
Independence Bank of Kentucky
Kentucky
$166K -$1.05K -10 -0.7%
FFC
1405
First Financial Corp
Indiana
$166K – – –
SIAP
1406
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$164K – – –
VIM
1407
Veritas Investment Management
United Kingdom
$164K – – –
PRC
1408
Pearl River Capital
Michigan
$160K +$127K +1,206 +457%
DAM
1409
Delta Asset Management
Tennessee
$158K – – –
PO
1410
Private Ocean
California
$156K -$9.46K -90 -6%
CFG
1411
CKW Financial Group
Hawaii
$153K – – –
PMFA
1412
Plante Moran Financial Advisors
Michigan
$150K +$10.3K +98 +8%
FHA
1413
First Horizon Advisors
Tennessee
$147K -$3.89K -37 -3%
OFW
1414
Omnia Family Wealth
Florida
$146K – – –
JFGIW
1415
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$143K +$23.4K +223 +21%
AF
1416
Allworth Financial
California
$142K +$43.5K +414 +47%
BCI
1417
Brinker Capital Investments
Pennsylvania
$142K +$90.6K +862 +195%
SFG
1418
SevenBridge Financial Group
Pennsylvania
$141K – – –
TFS
1419
TrustCore Financial Services
Tennessee
$139K -$63.5K -604 -32%
MSA
1420
Marino Stram & Associates
Massachusetts
$139K – – –
MA
1421
MCF Advisors
Kentucky
$132K – – –
LB
1422
Legacy Bridge
Iowa
$130K +$20K +190 +19%
FNB
1423
Farmers National Bank
Kentucky
$130K +$125K +1,193 New
CF
1424
Centaurus Financial
California
$126K +$121K +1,149 New
BMM
1425
Buffington Mohr McNeal
Idaho
$126K +$121K +1,155 New