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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
SFI
1426
SPC Financial Inc
Maryland
$483K – – –
NWA
1427
Navis Wealth Advisors
New York
$483K +$467K +2,584 New
MIC
1428
Means Investment Company
Maine
$482K +$22.4K +124 +5%
FDS
1429
First Dallas Securities
Texas
$482K +$465K +2,575 New
PFM
1430
Parsec Financial Management
North Carolina
$481K +$78.6K +435 +20%
DAS
1431
Dynamic Advisor Solutions
Arizona
$480K -$5.24K -29 -1%
FFN
1432
Focus Financial Network
Minnesota
$478K -$758K -4,196 -62%
JA
1433
JLB & Associates
Michigan
$478K +$154K +853 +50%
BHWM
1434
Bar Harbor Wealth Management
New Hampshire
$477K -$14.3K -79 -3%
DSC
1435
Duncker Streett & Co
Missouri
$477K – – –
KF
1436
Krilogy Financial
Missouri
$477K +$90.3K +500 +24%
PI
1437
Putnam Investments
Massachusetts
$474K -$21.5K -119 -4%
BG
1438
Benedetti & Gucer
Georgia
$474K -$13.5K -75 -3%
CWG
1439
Cornerstone Wealth Group
North Carolina
$474K -$11.9K -66 -3%
TNB
1440
Thomasville National Bank
Georgia
$473K -$23.8K -132 -5%
RHAM
1441
Round Hill Asset Management
California
$472K – – –
RW
1442
REDW Wealth
New Mexico
$470K – – –
HIM
1443
Harbour Investment Management
Washington
$468K – – –
AWM
1444
Atticus Wealth Management
Florida
$468K +$451K +2,500 New
Verition Fund Management
1445
Verition Fund Management
Connecticut
$467K -$691K -3,827 -61%
AC
1446
Addison Capital
Pennsylvania
$466K – – –
XWM
1447
Xcel Wealth Management
Florida
$464K – – –
SCA
1448
Sippican Capital Advisors
Massachusetts
$463K -$4.51K -25 -1%
WKSWA
1449
White Knight Strategic Wealth Advisors
New Jersey
$460K -$141K -780 -24%
SPWG
1450
Sage Private Wealth Group
Illinois
$460K +$2.17K +12 +0.5%