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American Express

Name Holding Trade Value Shares
Change
Change in
Stake
AFC
1501
AFT Forsyth & Company
Florida
$616K +$92.6K +400 +18%
LFA
1502
Legacy Financial Advisors
Kentucky
$615K +$43.5K +188 +8%
FCA
1503
FinTrust Capital Advisors
South Carolina
$614K +$28.9K +125 +5%
TIA
1504
Tiemann Investment Advisors
California
$614K – – –
Jump Financial
1505
Jump Financial
Illinois
$613K -$4.82M -20,815 -89%
FMLI
1506
Fukoku Mutual Life Insurance
Japan
$611K +$31.7K +137 +5%
CAS
1507
CTC Alternative Strategies
Illinois
$609K +$609K +2,629 New
OF
1508
Outfitter Financial
Maine
$608K – – –
PAI
1509
Pittenger & Anderson Inc
Nebraska
$604K +$118K +508 +24%
BWP
1510
Balboa Wealth Partners
Arizona
$603K +$603K +2,604 New
PTB
1511
Pioneer Trust Bank
Oregon
$602K – – –
MWA
1512
Meridian Wealth Advisors
Texas
$600K +$10.2K +44 +2%
TWM
1513
Trueblood Wealth Management
Ohio
$599K +$120K +517 +25%
MAM
1514
McLean Asset Management
Virginia
$598K +$7.64K +33 +1%
FCCM
1515
First City Capital Management
Georgia
$598K +$77.6K +335 +15%
MBTD
1516
Mechanics Bank - Trust Department
California
$597K – – –
CW
1517
Channel Wealth
California
$596K +$281K +1,215 +90%
TW
1518
TritonPoint Wealth
Maryland
$595K -$4.4K -19 -0.7%
SCA
1519
Sippican Capital Advisors
Massachusetts
$593K – – –
PFGIA
1520
Patriot Financial Group Insurance Agency
Massachusetts
$591K -$22.5K -97 -4%
DSC
1521
Duncker Streett & Co
Missouri
$590K – – –
GCP
1522
GSA Capital Partners
United Kingdom
$590K +$590K +2,547 New
1WM
1523
1858 Wealth Management
Ohio
$590K -$76.7K -331 -12%
GTAM
1524
Global Trust Asset Management
Florida
$588K -$13.9K -60 -2%
HIM
1525
Harbour Investment Management
Washington
$588K – – –