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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
MCM
1501
MV Capital Management
Maryland
$140K – – –
RWB
1502
RMR Wealth Builders
New Jersey
$139K +$133K +1,114 New
PC
1503
Permit Capital
Pennsylvania
$137K – – –
AIL
1504
AGF Investments LLC
Ontario, Canada
$136K -$55.6K -465 -30%
GDP
1505
Great Diamond Partners
Maine
$136K +$131K +1,093 New
FMTCOCP
1506
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$135K – – –
WCMN
1507
Westchester Capital Management (Nebraska)
Nebraska
$135K +$69.7K +583 +117%
LWA
1508
Lenox Wealth Advisors
New York
$133K +$120 +1 +0.1%
LWM
1509
Lenox Wealth Management
Ohio
$132K -$9.68K -81 -7%
AssetMark Inc
1510
AssetMark Inc
California
$132K +$26.8K +224 +27%
HIA
1511
Harbor Investment Advisory
Maryland
$132K +$126K +1,058 New
BCA
1512
Berman Capital Advisors
Georgia
$130K +$120 +1 +0.1%
FGAM
1513
Financial Gravity Asset Management
Texas
$124K -$58K -485 -39%
BWM
1514
Baystate Wealth Management
Massachusetts
$124K -$30.8K -258 -21%
JWA
1515
JFS Wealth Advisors
Pennsylvania
$124K – – –
SFFS
1516
Stonehage Fleming Financial Services
Jersey
$124K – – –
WQ
1517
Wealth Quarterback
New Jersey
$120K +$116K +967 New
TCM
1518
Tradewinds Capital Management
Washington
$117K +$10.3K +86 +10%
EWP
1519
Engrave Wealth Partners
Texas
$115K +$111K +931 New
APC
1520
Aspire Private Capital
North Carolina
$114K +$4.78K +40 +5%
THWM
1521
Taylor Hoffman Wealth Management
Virginia
$113K – – –
AIC
1522
Archer Investment Corporation
Indiana
$112K +$89.6K +750 +500%
FQ
1523
First Quadrant
California
$112K +$108K +900 New
FFC
1524
First Financial Corp
Indiana
$109K – – –
CWP
1525
CFM Wealth Partners
Texas
$107K +$98K +820 New