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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
VCM
1426
Versant Capital Management
Arizona
$83K +$4.82K +49 +6%
BWM
1427
BerganKDV Wealth Management
Minnesota
$82K – – –
KFS
1428
Kelly Financial Services
Massachusetts
$81.1K +$197 +2 +0.2%
TC
1429
Truvestments Capital
Florida
$81K -$31.2K -317 -28%
AA
1430
Ancora Advisors
Ohio
$81K +$11.3K +115 +17%
FFC
1431
First Financial Corp
Indiana
$80K – – –
FMP
1432
Financial Management Professionals
Texas
$79K +$98 +1 +0.1%
EWM
1433
Endurance Wealth Management
Rhode Island
$78K – – –
HCM
1434
Highlander Capital Management
New Jersey
$75K – – –
RFA
1435
Reilly Financial Advisors
California
$74K -$17.4K -177 -19%
TFO
1436
Tarbox Family Office
California
$74K – – –
SL
1437
Savior LLC
Massachusetts
$73K – – –
BG
1438
Bollard Group
Massachusetts
$70K – – –
SIAS
1439
Shine Investment Advisory Services
Colorado
$69K – – –
FA
1440
Financial Advantage
Maryland
$68K – – –
GAM
1441
Gemmer Asset Management
California
$68K – – –
NSB
1442
Norway Savings Bank
Maine
$67K – – –
TPWA
1443
TRUE Private Wealth Advisors
Oregon
$67K – – –
EWM
1444
Elmwood Wealth Management
California
$65K – – –
Kayne Anderson Rudnick Investment Management
1445
Kayne Anderson Rudnick Investment Management
California
$64K – – –
EWA
1446
Evolution Wealth Advisors
Florida
$64K +$2.95K +30 +5%
FHC
1447
First Horizon Corporation
Tennessee
$64K +$63.7K +648 New
AA
1448
AlphaMark Advisors
Kentucky
$63K – – –
KCM
1449
Kathmere Capital Management
Pennsylvania
$63K +$62K +630 New
LC
1450
Lindbrook Capital
California
$62K -$787 -8 -1%