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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
GFPC
1426
Global Financial Private Client
Florida
$94K -$32.4K -352 -26%
AW
1427
Avion Wealth
Texas
$94K +$9.21K +100 +11%
CCA
1428
Column Capital Advisors
Indiana
$93K -$57.2K -621 -39%
BWM
1429
Baystate Wealth Management
Massachusetts
$93K -$2.03K -22 -2%
FPB
1430
First PREMIER Bank
South Dakota
$91K – – –
TCM
1431
Tradewinds Capital Management
Washington
$89K +$92 +1 +0.1%
CFG
1432
CKW Financial Group
Hawaii
$89K +$13.8K +150 +19%
RFA
1433
Reilly Financial Advisors
California
$87K -$34.5K -375 -29%
HFA
1434
HC Financial Advisors
California
$87K – – –
THWM
1435
Taylor Hoffman Wealth Management
Virginia
$87K +$83.8K +910 New
TIM
1436
Tortoise Investment Management
New York
$86K -$29.2K -317 -26%
APC
1437
Aspire Private Capital
North Carolina
$86K +$8.84K +96 +12%
AIC
1438
Archer Investment Corporation
Indiana
$85.7K -$46K -500 -36%
BCA
1439
Berman Capital Advisors
Georgia
$85K -$3.68K -40 -4%
SQA
1440
Simon Quick Advisors
New Jersey
$82K – – –
SCM
1441
Sirios Capital Management
Massachusetts
$81K – – –
PMFA
1442
Plante Moran Financial Advisors
Michigan
$79K -$4.24K -46 -5%
CWP
1443
CFM Wealth Partners
Texas
$78K – – –
BWM
1444
BerganKDV Wealth Management
Minnesota
$78K +$3.41K +37 +5%
AIL
1445
AGF Investments LLC
Ontario, Canada
$77K -$29.7K -323 -29%
KFS
1446
Kelly Financial Services
Massachusetts
$76.8K +$184 +2 +0.2%
FFC
1447
First Financial Corp
Indiana
$76K – – –
AssetMark Inc
1448
AssetMark Inc
California
$75K -$601K -6,526 -89%
FMP
1449
Financial Management Professionals
Texas
$75K +$72.4K +786 New
VCM
1450
Versant Capital Management
Arizona
$74K -$1.29K -14 -2%