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American Express

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