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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
WA
1401
WBH Advisory
Maryland
$960K -$93.7K -317 -8%
NWA
1402
Navis Wealth Advisors
New York
$955K +$825K +2,791 +369%
MA
1403
MJP Associates
Connecticut
$954K +$119K +404 +13%
IC
1404
Iconiq Capital
California
$954K +$163K +550 +18%
PTP
1405
Platform Technology Partners
New York
$942K +$5.03K +17 +0.5%
EFL
1406
ERn Financial LLC
Wisconsin
$941K – – –
HBT
1407
Hills Bank & Trust
Iowa
$938K -$10.9K -37 -1%
ZIG
1408
Zullo Investment Group
Pennsylvania
$935K +$22.8K +77 +2%
AF
1409
Alerus Financial
North Dakota
$934K – – –
KA
1410
Kovack Advisors
Florida
$933K +$32.2K +109 +3%
PCP
1411
Proficio Capital Partners
Massachusetts
$925K +$8.57K +29 +0.9%
LC
1412
Lindbrook Capital
California
$922K -$68.9K -233 -6%
DWM
1413
Defined Wealth Management
Oregon
$921K +$3.25K +11 +0.3%
MFG
1414
MidWestOne Financial Group
Iowa
$919K -$4.14K -14 -0.4%
RWM
1415
Revisor Wealth Management
Ohio
$919K +$1.01M +3,415 New
MFS
1416
Mattson Financial Services
Michigan
$914K -$71.8K -243 -7%
WGC
1417
Watts Gwilliam & Co
Arizona
$911K -$3.84K -13 -0.4%
CCM
1418
Conway Capital Management
California
$908K +$687K +2,325 +221%
KAM
1419
Knightsbridge Asset Management
California
$906K +$102K +345 +11%
MSWM
1420
McGlone Suttner Wealth Management
Wisconsin
$901K +$37.8K +128 +4%
TYCC
1421
Texas Yale Capital Corp
Florida
$901K – – –
VF
1422
Virtu Financial
New York
$897K +$985K +3,333 New
BB
1423
Bell Bank
North Dakota
$897K – – –
GVAG
1424
Great Valley Advisor Group
Delaware
$896K +$86.9K +294 +10%
FFA
1425
First Foundation Advisors
California
$894K -$2.07K -7 -0.2%