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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
SIAP
1426
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$177K – – –
VIM
1427
Veritas Investment Management
United Kingdom
$177K – – –
SWP
1428
Strategic Wealth Partners
Ohio
$173K -$38.6K -315 -2%
CAC
1429
Certified Advisory Corp
Florida
$170K +$36.2K +295 +26%
Arax Advisory Partners
1430
Arax Advisory Partners
Colorado
$165K +$123 +1 +0.1%
IBOK
1431
Independence Bank of Kentucky
Kentucky
$164K -$15.3K -125 -8%
RA
1432
Rational Advisors
New York
$162K +$53.6K +437 +47%
PMFA
1433
Plante Moran Financial Advisors
Michigan
$161K -$15.6K -127 -9%
FWM
1434
Focused Wealth Management
New York
$160K – – –
KWA
1435
KCS Wealth Advisory
California
$157K +$163K +1,328 New
BWM
1436
Baystate Wealth Management
Massachusetts
$148K +$38.4K +313 +33%
RFA
1437
Reilly Financial Advisors
California
$146K -$174K -1,418 -53%
FGAM
1438
Financial Gravity Asset Management
Texas
$145K -$70.3K -573 -32%
TIM
1439
Tortoise Investment Management
New York
$145K – – –
MCF Advisors
1440
MCF Advisors
Kentucky
$142K – – –
LB
1441
Legacy Bridge
Iowa
$141K – – –
SMG
1442
Spectrum Management Group
Indiana
$139K – – –
Allworth Financial
1443
Allworth Financial
California
$134K -$20K -163 -13%
LWM
1444
Lenox Wealth Management
Ohio
$134K – – –
MCM
1445
MV Capital Management
Maryland
$133K – – –
PC
1446
Permit Capital
Pennsylvania
$130K – – –
FMTCOCP
1447
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$129K – – –
LWA
1448
Lenox Wealth Advisors
New York
$127K – – –
BCA
1449
Berman Capital Advisors
Georgia
$123K – – –
FL
1450
Fort LP
Maryland
$122K +$127K +1,033 New