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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
SAS
1401
Stelac Advisory Services
New York
$112K +$110K +1,117 New
LWA
1402
Lenox Wealth Advisors
New York
$107K – – –
CLOS
1403
Compagnie Lombard Odier SCmA
Switzerland
$105K -$1.48M -15,050 -93%
RIM
1404
Rampart Investment Management
Connecticut
$104K -$393K -3,998 -79%
WC
1405
Wexford Capital
Florida
$104K -$3.05K -31 -3%
MHR
1406
Matthew Hamilton Rosenberg
$103K – – –
PCM
1407
Penserra Capital Management
California
$102K -$728K -7,405 -88%
GFPC
1408
Global Financial Private Client
Florida
$101K – – –
MAWCM
1409
Mine & Arao Wealth Creation & Management
California
$101K – – –
LB
1410
Legacy Bridge
Iowa
$100K – – –
FMTCOCP
1411
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$99K -$9.84K -100 -9%
AssetMark Inc
1412
AssetMark Inc
California
$98K +$19.3K +196 +25%
PWMG
1413
Prestige Wealth Management Group
New Jersey
$97K -$138K -1,404 -59%
CFG
1414
CKW Financial Group
Hawaii
$96K – – –
PB
1415
Pinnacle Bancorp
Nebraska
$95K -$79.2K -805 -46%
CCA
1416
Column Capital Advisors
Indiana
$94K -$4.53K -46 -5%
TCM
1417
Tradewinds Capital Management
Washington
$93K – – –
BCA
1418
Berman Capital Advisors
Georgia
$92K +$1.67K +17 +2%
HFA
1419
HC Financial Advisors
California
$91K – – –
TIM
1420
Tortoise Investment Management
New York
$91K – – –
AIC
1421
Archer Investment Corporation
Indiana
$90.2K – – –
PI
1422
PineBridge Investments
New York
$87K -$2.47M -25,128 -97%
SQA
1423
Simon Quick Advisors
New Jersey
$86K – – –
SCM
1424
Sirios Capital Management
Massachusetts
$85K – – –
PMFA
1425
Plante Moran Financial Advisors
Michigan
$84K +$1.08K +11 +1%