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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
CAC
1426
Certified Advisory Corp
Florida
$125K +$2.42K +23 +2%
FMTCOCP
1427
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$124K – – –
MCM
1428
MV Capital Management
Maryland
$123K -$1.37K -13 -1%
LWM
1429
Lenox Wealth Management
Ohio
$123K – – –
SQA
1430
Simon Quick Advisors
New Jersey
$122K – – –
VCM
1431
Versant Capital Management
Arizona
$119K -$4.62K -44 -4%
LWA
1432
Lenox Wealth Advisors
New York
$117K – – –
LFA
1433
Legacy Financial Advisors
Kentucky
$114K +$22.3K +212 +25%
PCM
1434
Princeton Capital Management
New Jersey
$111K -$21K -200 -16%
BCA
1435
Berman Capital Advisors
Georgia
$111K +$11.2K +107 +12%
BWM
1436
Baystate Wealth Management
Massachusetts
$110K +$5.57K +53 +6%
SFFS
1437
Stonehage Fleming Financial Services
Jersey
$109K – – –
AssetMark Inc
1438
AssetMark Inc
California
$108K -$31.4K -299 -23%
IDBONY
1439
Israel Discount Bank of New York
New York
$108K – – –
JWA
1440
JFS Wealth Advisors
Pennsylvania
$107K – – –
RA
1441
Rational Advisors
New York
$106K +$25.5K +243 +33%
PC
1442
Permit Capital
Pennsylvania
$105K – – –
HGWM
1443
Harvest Group Wealth Management
Massachusetts
$102K +$98.5K +937 New
FC
1444
Ferris Capital
Massachusetts
$100K +$30.1K +286 +46%
THWM
1445
Taylor Hoffman Wealth Management
Virginia
$99K – – –
AIC
1446
Ameritas Investment Company
Nebraska
$97K -$395K -3,761 -81%
AC
1447
Avestar Capital
New York
$95K -$6.94K -66 -6%
DWM
1448
Destination Wealth Management
California
$94K -$7.88K -75 -8%
WCG
1449
Weaver Consulting Group
California
$92K +$78.6K +748 New
PCP
1450
Proficio Capital Partners
Massachusetts
$91K +$631 +6 +0.7%