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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
MIM
1501
Morningstar Investment Management
Illinois
$334K
GWS
1502
Glassman Wealth Services
Virginia
$333K +$38.1K +233 +12%
CCA
1503
Cadent Capital Advisors
Oklahoma
$333K -$13.2K -81 -4%
MSWM
1504
McGlone Suttner Wealth Management
Wisconsin
$332K +$12.1K +74 +3%
PI
1505
PFG Investments
New York
$331K +$70.2K +429 +24%
Members Trust
1506
Members Trust
Florida
$331K
PHAM
1507
Palisades Hudson Asset Management
Florida
$331K
SPW
1508
Sonoma Private Wealth
California
$331K +$33.2K +203 +10%
SFG
1509
Sunburst Financial Group
Alabama
$330K
DWM
1510
Dechtman Wealth Management
Colorado
$330K +$1.31K +8 +0.4%
PWW
1511
Pettyjohn Wood & White
Virginia
$329K
PAM
1512
Paradigm Asset Management
New York
$328K -$32.7K -200 -8%
WC
1513
Wexford Capital
Florida
$328K
DDPIC
1514
Deroy & Devereaux Private Investment Counsel
Michigan
$328K
LFA
1515
Legacy Financial Advisors
Kentucky
$326K -$327 -2 -0.1%
MFG
1516
MidWestOne Financial Group
Iowa
$326K -$199K -1,218 -36%
BHWM
1517
Bar Harbor Wealth Management
New Hampshire
$326K -$4.42K -27 -1%
Kayne Anderson Rudnick Investment Management
1518
Kayne Anderson Rudnick Investment Management
California
$325K
MIC
1519
Means Investment Company
Maine
$324K -$44.2K -270 -11%
FFA
1520
Founders Financial Alliance
North Carolina
$324K -$34.7K -212 -9%
PFS
1521
Physicians Financial Services
North Carolina
$324K +$16.4K +100 +5%
SWMP
1522
Signature Wealth Management Partners
New Jersey
$324K
RPC
1523
Rossmore Private Capital
Connecticut
$324K
APP
1524
Avantax Planning Partners
Iowa
$324K +$981 +6 +0.3%
WA
1525
Wealth Architects
California
$323K -$4.74K -29 -1%