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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
PIM
1426
Profit Investment Management
Maryland
$1.18M -$310K -976 -22%
SIA
1427
Schear Investment Advisers
Ohio
$1.18M +$32.8K +103 +3%
SMH
1428
Sanders Morris Harris
Texas
$1.17M +$1.12M +3,531 New
TYCC
1429
Texas Yale Capital Corp
Florida
$1.17M +$55.7K +175 +5%
KA
1430
Kovack Advisors
Florida
$1.17M -$23.2K -73 -2%
CA
1431
Crumly & Associates
Illinois
$1.17M +$482K +1,516 +76%
CGL
1432
Clarius Group LLC
Washington
$1.16M -$222K -698 -17%
PFA
1433
Pure Financial Advisors
California
$1.16M -$12.4K -39 -1%
BAM
1434
Blueshift Asset Management
New Jersey
$1.16M -$120K -377 -10%
HBT
1435
Hills Bank & Trust
Iowa
$1.16M – – –
LA
1436
LVW Advisors
New York
$1.16M +$68.4K +215 +7%
RWM
1437
Revisor Wealth Management
Ohio
$1.15M +$35.9K +113 +3%
AF
1438
Alerus Financial
North Dakota
$1.15M – – –
EW
1439
Elyxium Wealth
California
$1.15M +$16.9K +53 +2%
TCWA
1440
Turtle Creek Wealth Advisors
Texas
$1.15M +$540K +1,699 +96%
SIA
1441
Strategic Investment Advisors
Michigan
$1.15M -$160K -502 -13%
FFA
1442
Founders Financial Alliance
North Carolina
$1.15M +$184K +580 +20%
ARA
1443
Alexander Randolph Advisory
Virginia
$1.15M -$11.1K -35 -1%
PWG
1444
Portside Wealth Group
Utah
$1.15M +$101K +316 +10%
DWM
1445
Defined Wealth Management
Oregon
$1.14M +$1.59K +5 +0.1%
WGC
1446
Watts Gwilliam & Co
Arizona
$1.14M – – –
MFG
1447
MidWestOne Financial Group
Iowa
$1.13M – – –
KA
1448
Klingman & Associates
New York
$1.13M +$538K +1,691 +98%
LJAC
1449
L.J. Altfest & Co
New York
$1.13M -$10.5K -33 -1%
PTP
1450
Platform Technology Partners
New York
$1.13M -$31.2K -98 -3%