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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
VCM
1401
Versant Capital Management
Arizona
$68K +$7.56K +65 +9%
BWM
1402
BerganKDV Wealth Management
Minnesota
$67K – – –
WCG
1403
Weaver Consulting Group
California
$67K +$4.42K +38 +5%
EWM
1404
Endurance Wealth Management
Rhode Island
$66K – – –
EWM
1405
Elmwood Wealth Management
California
$63K +$78.5K +675 New
BL
1406
Balentine LLC
Georgia
$62K -$101K -864 -55%
SL
1407
Savior LLC
Massachusetts
$62K -$1.51K -13 -2%
CFG
1408
CKW Financial Group
Hawaii
$62K – – –
WQ
1409
Wealth Quarterback
New Jersey
$61.7K -$28.6K -246 -25%
EI
1410
Ellevest Inc
New York
$61K +$48.4K +416 +141%
HCM
1411
Highlander Capital Management
New Jersey
$60K – – –
VCM
1412
Vigilant Capital Management
Maine
$59K -$13.4K -115 -14%
SIAS
1413
Shine Investment Advisory Services
Colorado
$59K -$5.47K -47 -6%
GAM
1414
Gemmer Asset Management
California
$59K +$1.75K +15 +2%
FA
1415
Financial Advantage
Maryland
$58K – – –
TPWA
1416
TRUE Private Wealth Advisors
Oregon
$57K -$397K -3,416 -84%
NSB
1417
Norway Savings Bank
Maine
$57K – – –
Kayne Anderson Rudnick Investment Management
1418
Kayne Anderson Rudnick Investment Management
California
$54K -$2.56K -22 -3%
IUHSA
1419
Itau Unibanco Holding S.A.
Brazil
$54K +$73.1K +628 New
CC
1420
Cognios Capital
Kansas
$52K +$70.7K +608 New
WIM
1421
Westside Investment Management
California
$51.4K +$127K +1,093 New
EFSCE
1422
Enterprise Financial Services Corp (EFSC)
Missouri
$51K +$13.4K +115 +24%
PCIA
1423
Prime Capital Investment Advisors
Kansas
$50K +$3.49K +30 +5%
SC
1424
Solstein Capital
California
$48K – – –
TFO
1425
Tarbox Family Office
California
$46K -$5.47K -47 -8%