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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
FNB
1426
Farmers National Bank
Kentucky
$150K +$2.7K +23 +2%
MA
1427
MCF Advisors
Kentucky
$149K – – –
LB
1428
Legacy Bridge
Iowa
$147K – – –
SMG
1429
Spectrum Management Group
Indiana
$145K +$138K +1,176 New
CAC
1430
Certified Advisory Corp
Florida
$141K – – –
SQA
1431
Simon Quick Advisors
New Jersey
$141K +$3.05K +26 +2%
LWM
1432
Lenox Wealth Management
Ohio
$140K +$1.06K +9 +0.8%
MCM
1433
MV Capital Management
Maryland
$139K – – –
PC
1434
Permit Capital
Pennsylvania
$136K – – –
FMTCOCP
1435
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$134K -$5.87K -50 -4%
LWA
1436
Lenox Wealth Advisors
New York
$132K – – –
JFGIW
1437
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$131K -$28.5K -243 -19%
DWM
1438
Destination Wealth Management
California
$130K +$22.8K +194 +23%
BCA
1439
Berman Capital Advisors
Georgia
$128K +$2.23K +19 +2%
PCM
1440
Princeton Capital Management
New Jersey
$125K – – –
CFG
1441
CKW Financial Group
Hawaii
$123K -$47K -400 -29%
SFFS
1442
Stonehage Fleming Financial Services
Jersey
$123K – – –
JWA
1443
JFS Wealth Advisors
Pennsylvania
$120K – – –
BWM
1444
Baystate Wealth Management
Massachusetts
$117K -$2.7K -23 -2%
RA
1445
Rational Advisors
New York
$115K -$5.17K -44 -5%
AssetMark Inc
1446
AssetMark Inc
California
$113K -$8.93K -76 -8%
THWM
1447
Taylor Hoffman Wealth Management
Virginia
$112K – – –
FFC
1448
First Financial Corp
Indiana
$108K -$76.1K -648 -43%
VCM
1449
Versant Capital Management
Arizona
$105K -$28.1K -239 -22%
AC
1450
Avestar Capital
New York
$103K -$10.2K -87 -8%